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SPYG icon

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

Fiduciary Alliance’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 		$1.63M Sell
13,663
-4,323
-24% -$494K 0.11% 204
2026
Q1 		$1.97M Buy
17,986
+51
+0.3% +$5.31K 0.12% 182
2025
Q4 		$1.91M Sell
17,935
-679
-4% -$72K 0.13% 165
2025
Q3 		$1.95M Buy
18,614
+2,949
+19% +$294K 0.13% 158
2025
Q2 		$1.49M Buy
15,665
+2,132
+16% +$183K 0.11% 175
2025
Q1 		$1.09M Buy
13,533
+3,012
+29% +$263K 0.11% 159
2024
Q4 		$925K Buy
10,521
+2,219
+27% +$192K 0.09% 167
2024
Q3 		$689K Sell
8,302
-243
-3% -$19.4K 0.09% 132
2024
Q2 		$696K Sell
8,545
-589
-6% -$44K 0.11% 105
2024
Q1 		$669K Sell
9,134
-1,133
-11% -$78.9K 0.12% 107
2023
Q4 		$668K Buy
10,267
+210
+2% +$12.9K 0.13% 96
2023
Q3 		$596K Buy
10,057
+289
+3% +$17.7K 0.14% 96
2023
Q2 		$596K Buy
9,768
+242
+3% +$13.9K 0.13% 91
2023
Q1 		$527K Buy
9,526
+273
+3% +$14.5K 0.13% 89
2022
Q4 		$469K Buy
+9,253
New +$481K 0.12% 89

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Fiduciary Alliance's SPYG Position: Q2 2026 in Review

Fiduciary Alliance reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 24% in Q2 2026, selling an estimated $494K and leaving 13,663 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #204.

Fiduciary Alliance first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.97M in Q1 2026. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Fiduciary Alliance held 13,663 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.63M as of Q2 2026.
  • Fiduciary Alliance sold 4,323 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $494K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.11% of Fiduciary Alliance's portfolio in Q2 2026, its #204 holding.
  • Fiduciary Alliance first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.97M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.