FCG Investment Company’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

FCG Investment Company’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	$4.34M	Sell	36,489 -1,934	-5%	-$221K	1.5%	13
2026 Q1	$3.76M	Buy	+38,423	New	+$4M	1.65%	15
2025 Q3	$4.45M	Buy	42,626 +2,481	+6%	+$247K	2.09%	11
2025 Q2	$3.83M	Buy	40,145 +755	+2%	+$64.7K	2%	11
2025 Q1	$3.17M	Buy	39,390 +3,756	+11%	+$328K	1.99%	13
2024 Q4	$3.13M	Buy	35,634 +2,586	+8%	+$223K	1.91%	11
2024 Q3	$2.74M	Buy	33,048 +3,503	+12%	+$280K	1.8%	12
2024 Q2	$2.37M	Sell	29,545 -2,257	-7%	-$169K	1.8%	14
2024 Q1	$2.33M	Buy	31,802 +7,929	+33%	+$552K	1.86%	13
2023 Q4	$1.55M	Buy	+23,873	New	+$1.47M	1.52%	18

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

FCG Investment Company's SPYG Position: Q2 2026 in Review

FCG Investment Company reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5% in Q2 2026, selling an estimated $221K and leaving 36,489 shares worth $4.34M. The position accounts for 1.5% of the portfolio, ranked #13.

FCG Investment Company first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.45M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

FCG Investment Company held 36,489 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.34M as of Q2 2026.
FCG Investment Company sold 1,934 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $221K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.5% of FCG Investment Company's portfolio in Q2 2026, its #13 holding.
FCG Investment Company 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.
FCG Investment Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.45M in Q3 2025.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.