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SPYG icon

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

Financial Council’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 		$8.36M Buy
85,366
+3,272
+4% +$341K 3.22% 8
2025
Q4 		$8.76M Sell
82,094
-350
-0.4% -$37.1K 3.5% 8
2025
Q3 		$8.62M Buy
82,444
+1,238
+2% +$123K 3.82% 7
2025
Q2 		$7.74M Buy
81,206
+1,593
+2% +$137K 3.73% 7
2025
Q1 		$6.4M Buy
79,613
+434
+0.5% +$37.9K 3.45% 7
2024
Q4 		$6.96M Buy
79,179
+865
+1% +$74.7K 3.59% 7
2024
Q3 		$6.5M Buy
78,314
+2,130
+3% +$170K 3.38% 8
2024
Q2 		$6.1M Buy
76,184
+5,891
+8% +$440K 3.41% 8
2024
Q1 		$5.14M Buy
70,293
+4,247
+6% +$296K 3.04% 8
2023
Q4 		$4.3M Buy
66,046
+8,029
+14% +$495K 2.88% 10
2023
Q3 		$3.44M Buy
58,017
+8,747
+18% +$536K 2.74% 11
2023
Q2 		$3.01M Buy
49,270
+6,700
+16% +$384K 2.29% 12
2023
Q1 		$2.36M Buy
42,570
+1,902
+5% +$101K 1.92% 15
2022
Q4 		$2.06M Sell
40,668
-89,528
-69% -$4.66M 1.29% 21
2022
Q3 		$6.52M Buy
130,196
+13,026
+11% +$733K 7.53% 4
2022
Q2 		$6.13M Buy
117,170
+11,495
+11% +$659K 7.64% 4
2022
Q1 		$7M Buy
105,675
+8,309
+9% +$541K 8.47% 3
2021
Q4 		$7.06M Buy
97,366
+17,523
+22% +$1.22M 8.43% 3
2021
Q3 		$5.11M Buy
+79,843
New +$5.27M 7.21% 4

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

Financial Council's SPYG Position: Q1 2026 in Review

Financial Council increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4% in Q1 2026, buying an estimated $341K and bringing the position to 85,366 shares worth $8.36M. The position accounts for 3.22% of the portfolio, ranked #8.

Financial Council first reported a position in SPYG in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.76M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Financial Council held 85,366 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.36M as of Q1 2026.
  • Financial Council bought 3,272 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $341K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.22% of Financial Council's portfolio in Q1 2026, its #8 holding.
  • Financial Council first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Financial Council's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.76M in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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