FWP
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FAS Wealth Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

FAS Wealth Partners’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 		$168K Buy
1,711
+118
+7% +$12.3K 0.01% 348
2025
Q4 		$170K Buy
1,593
+17
+1% +$1.8K 0.01% 345
2025
Q3 		$165K Sell
1,576
-948
-38% -$94.4K 0.01% 322
2025
Q2 		$241K Buy
2,524
+74
+3% +$6.34K 0.02% 282
2025
Q1 		$197K Buy
2,450
+4
+0.2% +$349 0.02% 295
2024
Q4 		$215K Buy
2,446
+4
+0.2% +$346 0.02% 290
2024
Q3 		$203K Sell
2,442
-1,494
-38% -$119K 0.02% 299
2024
Q2 		$315K Buy
3,936
+1,203
+44% +$89.8K 0.03% 249
2024
Q1 		$200K Sell
2,733
-551
-17% -$38.4K 0.02% 292
2023
Q4 		$214K Buy
3,284
+1,417
+76% +$87.4K 0.02% 278
2023
Q3 		$111K Buy
1,867
+68
+4% +$4.17K 0.01% 296
2023
Q2 		$110K Sell
1,799
-9,122
-84% -$523K 0.01% 282
2023
Q1 		$605K Sell
10,921
-414
-4% -$21.9K 0.07% 181
2022
Q4 		$574K Buy
11,335
+2,028
+22% +$106K 0.07% 186
2022
Q3 		$466K Buy
9,307
+1,024
+12% +$57.6K 0.05% 185
2022
Q2 		$433K Buy
8,283
+3,744
+82% +$215K 0.05% 196
2022
Q1 		$301K Buy
4,539
+2,603
+134% +$169K 0.03% 232
2021
Q4 		$140K Sell
1,936
-221
-10% -$15.4K 0.01% 301
2021
Q3 		$138K Sell
2,157
-524
-20% -$34.6K 0.01% 301
2021
Q2 		$169K Buy
2,681
+646
+32% +$38.7K 0.02% 277
2021
Q1 		$115K Hold
2,035
– – 0.01% 274
2020
Q4 		$113K Sell
2,035
-172
-8% -$9.04K 0.01% 265
2020
Q3 		$111K Buy
2,207
+1,907
+636% +$93.5K 0.02% 247
2020
Q2 		$13K Hold
300
– – ﹤0.01% 286
2020
Q1 		$11K Hold
300
– – ﹤0.01% 275
2019
Q4 		$13K Buy
+300
New +$12K ﹤0.01% 266

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

FAS Wealth Partners's SPYG Position: Q1 2026 in Review

FAS Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.4% in Q1 2026, buying an estimated $12.3K and bringing the position to 1,711 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #348.

FAS Wealth Partners first reported a position in SPYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $605K in Q1 2023. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • FAS Wealth Partners held 1,711 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $168K as of Q1 2026.
  • FAS Wealth Partners bought 118 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $12.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #348 holding.
  • FAS Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • FAS Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $605K in Q1 2023.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.