Falcon Wealth Planning’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Falcon Wealth Planning’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	$322K	Buy	2,705 +63	+2%	+$7.2K	0.02%	184
2026 Q1	$259K	Sell	2,642 -106	-4%	-$11K	0.02%	197
2025 Q4	$293K	Buy	2,748 +176	+7%	+$18.7K	0.02%	170
2025 Q3	$269K	Sell	2,572 -11	-0.4%	-$1.1K	0.02%	157
2025 Q2	$246K	Sell	2,583 -1,367	-35%	-$117K	0.02%	154
2025 Q1	$317K	Hold	3,950	–	–	0.04%	133
2024 Q4	$347K	Buy	+3,950	New	+$341K	0.04%	125

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Falcon Wealth Planning's SPYG Position: Q2 2026 in Review

Falcon Wealth Planning increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.4% in Q2 2026, buying an estimated $7.2K and bringing the position to 2,705 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #184.

Falcon Wealth Planning first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $347K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Falcon Wealth Planning held 2,705 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $322K as of Q2 2026.
Falcon Wealth Planning bought 63 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $7.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #184 holding.
Falcon Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Falcon Wealth Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $347K in Q4 2024.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.