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

Fairman Group’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 Q1	$73.9K	Hold	755	–	–	0.06%	81
2025 Q4	$80.6K	Sell	755 -190	-20%	-$20.1K	0.06%	83
2025 Q3	$98.8K	Sell	945 -305	-24%	-$30.4K	0.08%	76
2025 Q2	$119K	Hold	1,250	–	–	0.1%	67
2025 Q1	$110K	Hold	1,250	–	–	0.1%	70
2024 Q4	$110K	Hold	1,250	–	–	0.09%	78
2024 Q3	$104K	Hold	1,250	–	–	0.09%	80
2024 Q2	$100K	Hold	1,250	–	–	0.1%	82
2024 Q1	$91.4K	Hold	1,250	–	–	0.09%	76
2023 Q4	$81.3K	Buy	+1,250	New	+$77.1K	0.08%	83

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

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

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

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

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fairman Group's SPYG Position: Q1 2026 in Review

Fairman Group held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 755 shares worth $73.9K. The position accounts for 0.06% of the portfolio, ranked #81.

Fairman Group first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $119K in Q2 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Fairman Group held 755 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $73.9K as of Q1 2026.
Fairman Group left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Fairman Group's portfolio in Q1 2026, its #81 holding.
Fairman Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Fairman Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $119K in Q2 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.