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

Financial Life Planners’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
Q2 		$32.3K Hold
271
– – 0.02% 150
2026
Q1 		$26.5K Buy
+271
New +$28.2K 0.02% 163
2025
Q4 		– Sell
-246
Closed -$25.7K – 290
2025
Q3 		$25.7K Buy
+246
New +$24.5K 0.02% 179

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Financial Life Planners's SPYG Position: Q2 2026 in Review

Financial Life Planners held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 271 shares worth $32.3K. The position accounts for 0.02% of the portfolio, ranked #150.

Financial Life Planners first reported a position in SPYG in Q3 2025 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Financial Life Planners held 271 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $32.3K as of Q2 2026.
  • Financial Life Planners left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #150 holding.
  • Financial Life Planners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.