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

BFSG LLC’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
2026
Q2 		$35.7K Buy
300
+116
+63% +$13.3K ﹤0.01% 457
2026
Q1 		$18K Buy
184
+14
+8% +$1.46K ﹤0.01% 509
2025
Q4 		$18.1K Buy
+170
New +$18K ﹤0.01% 492
2025
Q2 		– Sell
-15
Closed -$1.21K – 702
2025
Q1 		$1.21K Sell
15
-20
-57% -$1.75K ﹤0.01% 625
2024
Q4 		$3.08K Buy
+35
New +$3.02K ﹤0.01% 584

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFSG LLC's SPYG Position: Q2 2026 in Review

BFSG LLC increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 63% in Q2 2026, buying an estimated $13.3K and bringing the position to 300 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

BFSG LLC first reported a position in SPYG in Q4 2024 and has held it in 5 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • BFSG LLC held 300 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $35.7K as of Q2 2026.
  • BFSG LLC bought 116 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $13.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #457 holding.
  • BFSG LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.