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

Financial Gravity Asset Management’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	$16M	Buy	163,078 +8,128	+5%	+$846K	2.84%	10
2025 Q4	$16.5M	Buy	154,950 +3,847	+3%	+$408K	3.18%	10
2025 Q3	$15.8M	Buy	+151,103	New	+$15M	3.12%	9
2025 Q1	$12.3M	Buy	+152,547	New	+$13.3M	2.67%	10
2024 Q2	$12.6M	Buy	157,308 +3,686	+2%	+$275K	3.14%	10
2024 Q1	$9.99M	Buy	153,622 +1	+0%	+$70	2.81%	11
2023 Q4	$9.99M	Buy	+153,621	New	+$9.47M	2.81%	11
2021 Q3	$2.44M	Sell	37,119 -18,840	-34%	-$1.24M	1.15%	18
2021 Q2	$3.59M	Buy	+55,959	New	+$3.36M	1.28%	19
2020 Q4	$2.57M	Buy	+46,566	New	+$2.45M	2.35%	14
2019 Q4	$3.5M	Buy	85,207 +33,073	+63%	+$1.33M	2.41%	6
2019 Q3	$2.03M	Buy	52,134 +27,333	+110%	+$1.07M	1.74%	9
2019 Q2	$961K	Buy	24,801 +24,443	+6,828%	+$928K	0.79%	33
2019 Q1	$13K	Buy	+358	New	+$12.7K	0.01%	514
2018 Q3	$15K	Sell	440 -236	-35%	-$8.76K	0.02%	515
2018 Q2	$25K	Buy	676 +56	+9%	+$1.94K	0.02%	448
2018 Q1	$21K	Buy	+620	New	+$21.4K	0.02%	501

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Financial Gravity Asset Management's SPYG Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.2% in Q1 2026, buying an estimated $846K and bringing the position to 163,078 shares worth $16M. The position accounts for 2.84% of the portfolio, ranked #10.

Financial Gravity Asset Management first reported a position in SPYG in Q1 2018 and has held it in 17 quarters since. The position peaked at $16.5M in Q4 2025. 1,322 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Financial Gravity Asset Management held 163,078 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16M as of Q1 2026.
Financial Gravity Asset Management bought 8,128 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $846K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.84% of Financial Gravity Asset Management's portfolio in Q1 2026, its #10 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $16.5M in Q4 2025.
1,322 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.