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

Financial Gravity Companies’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
2025 Q2	$15.1M	Buy	+157,950	New	+$13.5M	2.96%	10
2024 Q4	$12.3M	Buy	139,628 +6,326	+5%	+$547K	2.8%	10
2024 Q3	$11.1M	Buy	+133,302	New	+$10.7M	2.96%	12
2018 Q4	$12K	Buy	+356	New	+$12.4K	0.01%	562
2018 Q1	$21K	Buy	620 +124	+25%	+$4.27K	0.02%	501
2017 Q4	$18K	Buy	+496	New	+$16K	0.02%	496

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Financial Gravity Companies's SPYG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025: 157,950 shares worth $15.1M. The stake represents 2.96% of the portfolio and ranks #10 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPYG as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPYG in Q4 2017 and has held it in 6 quarters since. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

Financial Gravity Companies held 157,950 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $15.1M as of Q2 2025.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Financial Gravity Companies position in Q2 2025.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.96% of Financial Gravity Companies's portfolio in Q2 2025, its #10 holding.
Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 6 quarters since.
1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.