AIFG Consultants’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

AIFG Consultants’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$360K	Sell	3,371 -316	-9%	-$33.5K	0.62%	35
2025 Q3	$385K	Sell	3,687 -371	-9%	-$37K	0.68%	36
2025 Q2	$387K	Sell	4,058 -21,261	-84%	-$1.82M	0.75%	35
2025 Q1	$2.03M	Sell	25,319 -2,088	-8%	-$182K	3.35%	9
2024 Q4	$2.41M	Sell	27,407 -65,837	-71%	-$5.69M	3.93%	7
2024 Q3	$7.73M	Sell	93,244 -2,937	-3%	-$235K	5.87%	7
2024 Q2	$7.71M	Sell	96,181 -5,109	-5%	-$382K	5.73%	7
2024 Q1	$7.41M	Buy	101,290 +92,842	+1,099%	+$6.46M	5.34%	8
2023 Q4	$550K	Sell	8,448 -523	-6%	-$32.3K	0.42%	21
2023 Q3	$532K	Sell	8,971 -12,909	-59%	-$791K	0.44%	21
2023 Q2	$1.33M	Sell	21,880 -5,840	-21%	-$335K	1.07%	14
2023 Q1	$1.53M	Sell	27,720 -133,744	-83%	-$7.08M	1.3%	14
2022 Q4	$8.18M	Buy	+161,464	New	+$8.4M	7.97%	4

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

AIFG Consultants's SPYG Position: Q4 2025 in Review

AIFG Consultants reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.6% in Q4 2025, selling an estimated $33.5K and leaving 3,371 shares worth $360K. The position accounts for 0.62% of the portfolio, ranked #35.

AIFG Consultants first reported a position in SPYG in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.18M in Q4 2022. 1,341 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

AIFG Consultants held 3,371 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $360K as of Q4 2025.
AIFG Consultants sold 316 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $33.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.62% of AIFG Consultants's portfolio in Q4 2025, its #35 holding.
AIFG Consultants first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
AIFG Consultants's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.18M in Q4 2022.
1,341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.