FG
SPYG icon

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

Fiduciary Group’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 		$320K Buy
3,273
+164
+5% +$17.1K 0.03% 254
2025
Q4 		$332K Buy
3,109
+103
+3% +$10.9K 0.03% 241
2025
Q3 		$314K Buy
3,006
+86
+3% +$8.56K 0.03% 248
2025
Q2 		$278K Sell
2,920
-451
-13% -$38.7K 0.03% 250
2025
Q1 		$271K Sell
3,371
-834
-20% -$72.8K 0.03% 241
2024
Q4 		$370K Sell
4,205
-572
-12% -$49.4K 0.04% 216
2024
Q3 		$396K Sell
4,777
-62
-1% -$4.96K 0.04% 211
2024
Q2 		$388K Sell
4,839
-355
-7% -$26.5K 0.04% 209
2024
Q1 		$380K Buy
5,194
+773
+17% +$53.8K 0.04% 211
2023
Q4 		$288K Sell
4,421
-95
-2% -$5.86K 0.03% 227
2023
Q3 		$268K Sell
4,516
-334
-7% -$20.5K 0.03% 216
2023
Q2 		$296K Sell
4,850
-248
-5% -$14.2K 0.04% 205
2023
Q1 		$282K Sell
5,098
-250
-5% -$13.2K 0.04% 206
2022
Q4 		$271K Sell
5,348
-200
-4% -$10.4K 0.04% 201
2022
Q3 		$295K Buy
5,548
+658
+13% +$37K 0.04% 196
2022
Q2 		$295K Sell
4,890
-959
-16% -$55K 0.04% 202
2022
Q1 		$316K Sell
5,849
-664
-10% -$43.2K 0.04% 180
2021
Q4 		$472K Sell
6,513
-150
-2% -$10.5K 0.05% 161
2021
Q3 		$456K Sell
6,663
-30
-0.4% -$1.98K 0.05% 162
2021
Q2 		$440K Hold
6,693
– – 0.05% 164
2021
Q1 		$403K Sell
6,693
-382
-5% -$21.4K 0.05% 166
2020
Q4 		$410K Sell
7,075
-785
-10% -$41.3K 0.05% 157
2020
Q3 		$394K Sell
7,860
-2,128
-21% -$104K 0.06% 154
2020
Q2 		$449K Sell
9,988
-297
-3% -$12.3K 0.07% 139
2020
Q1 		$368K Buy
10,285
+4,054
+65% +$166K 0.07% 135
2019
Q4 		$261K Buy
+6,231
New +$250K 0.04% 172

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

Fiduciary Group's SPYG Position: Q1 2026 in Review

Fiduciary Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.3% in Q1 2026, buying an estimated $17.1K and bringing the position to 3,273 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #254.

Fiduciary Group first reported a position in SPYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $472K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Fiduciary Group held 3,273 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $320K as of Q1 2026.
  • Fiduciary Group bought 164 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $17.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Fiduciary Group's portfolio in Q1 2026, its #254 holding.
  • Fiduciary Group 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.
  • Fiduciary Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $472K in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.