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

Financial Consulate’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	$217K	Sell	2,215 -930	-30%	-$96.8K	0.03%	141
2025 Q4	$336K	Buy	3,145 +1	+0%	+$106	0.05%	113
2025 Q3	$329K	Buy	+3,144	New	+$313K	0.05%	121
2024 Q4	–	Sell	-4,304	Closed	-$357K	–	32
2024 Q3	$357K	Buy	4,304 +100	+2%	+$7.99K	0.09%	32
2024 Q2	$337K	Hold	4,204	–	–	0.1%	31
2024 Q1	$307K	Buy	4,204 +1	+0%	+$70	0.09%	34
2023 Q4	$273K	Sell	4,203 -27	-0.6%	-$1.67K	0.09%	34
2023 Q3	$251K	Sell	4,230 -117	-3%	-$7.17K	0.11%	36
2023 Q2	$265K	Sell	4,347 -88	-2%	-$5.04K	0.11%	37
2023 Q1	$246K	Sell	4,435 -63	-1%	-$3.34K	0.09%	108
2022 Q4	$228K	Sell	4,498 -1,967	-30%	-$102K	0.08%	125
2022 Q3	$324K	Sell	6,465 -284,181	-98%	-$16M	0.14%	83
2022 Q2	$15.2M	Buy	290,646 +5,452	+2%	+$313K	7.12%	3
2022 Q1	$18.9M	Buy	285,194 +10,235	+4%	+$666K	7.25%	3
2021 Q4	$19.9M	Buy	274,959 +24	+0%	+$1.68K	6.91%	3
2021 Q3	$17.6M	Buy	274,935 +2,441	+0.9%	+$161K	6.38%	4
2021 Q2	$17.2M	Sell	272,494 -112,213	-29%	-$6.73M	6.18%	4
2021 Q1	$21.7M	Buy	384,707 +11,355	+3%	+$636K	8.8%	2
2020 Q4	$20.6M	Buy	373,352 +14,033	+4%	+$737K	8.91%	2
2020 Q3	$18M	Buy	359,319 +35,129	+11%	+$1.72M	8.55%	2
2020 Q2	$14.6M	Sell	324,190 -31,790	-9%	-$1.32M	7.4%	3
2020 Q1	$12.7M	Buy	+355,980	New	+$14.6M	7.55%	2
2019 Q4	–	Sell	-18,470	Closed	-$718K	–	110
2019 Q3	$718K	Buy	18,470 +563	+3%	+$22K	0.31%	47
2019 Q2	$694K	Buy	17,907 +914	+5%	+$34.7K	0.31%	47
2019 Q1	$632K	Buy	16,993 +6,790	+67%	+$240K	0.29%	55
2018 Q4	$332K	Sell	10,203 -2,100	-17%	-$73.4K	0.2%	77
2018 Q3	$470K	Sell	12,303 -13,811	-53%	-$513K	0.27%	71
2018 Q2	$917K	Sell	26,114 -4,689	-15%	-$163K	0.46%	43
2018 Q1	$1.03M	Buy	+30,803	New	+$1.06M	0.55%	44

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Financial Consulate's SPYG Position: Q1 2026 in Review

Financial Consulate reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 30% in Q1 2026, selling an estimated $96.8K and leaving 2,215 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #141.

Financial Consulate first reported a position in SPYG in Q1 2018 and has held it in 29 quarters since. The position peaked at $21.7M in Q1 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Financial Consulate held 2,215 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $217K as of Q1 2026.
Financial Consulate sold 930 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $96.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Financial Consulate's portfolio in Q1 2026, its #141 holding.
Financial Consulate first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 29 quarters since.
Financial Consulate's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $21.7M in Q1 2021.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.