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SPYG icon

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

FDx Advisors’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 		$7.37M Buy
+75,295
New +$7.84M 2.35% 10
2025
Q4 		– Sell
-81,877
Closed -$8.85M – 164
2025
Q3 		$8.85M Sell
81,877
-5,183
-6% -$516K 2.65% 10
2025
Q2 		$8.3M Buy
+87,060
New +$7.46M 2.54% 10
2024
Q1 		– Sell
-19,701
Closed -$1.28M – 602
2023
Q4 		$1.28M Sell
19,701
-3,636
-16% -$224K 0.1% 204
2023
Q3 		$1.38M Sell
23,337
-2,717
-10% -$166K 0.11% 175
2023
Q2 		$1.59M Buy
26,054
+1,875
+8% +$107K 0.09% 220
2023
Q1 		$1.23M Hold
24,179
– – 0.05% 259
2022
Q4 		$1.23M Buy
24,179
+9,958
+70% +$518K 0.05% 259
2022
Q3 		$712K Buy
+14,221
New +$800K 0.03% 340
2019
Q3 		– Sell
-91,717
Closed -$3.55M – 782
2019
Q2 		$3.55M Buy
91,717
+3,872
+4% +$147K 0.14% 127
2019
Q1 		$3.27M Buy
87,845
+17,188
+24% +$608K 0.13% 127
2018
Q4 		$2.3M Sell
70,657
-33,392
-32% -$1.17M 0.19% 92
2018
Q3 		$3.98M Buy
104,049
+68,844
+196% +$2.56M 0.15% 109
2018
Q2 		$1.24M Buy
+35,205
New +$1.22M 0.04% 323
2017
Q4 		– Sell
-6,680
Closed -$207K – 1299
2017
Q3 		$207K Buy
+6,680
New +$203K 0.01% 1194

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $376B 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 $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $1.47T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return