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

Financial Management Network’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 		$382K Sell
3,673
-211
-5% -$22K 0.06% 142
2025
Q4 		$415K Sell
3,884
-344
-8% -$36.5K 0.07% 128
2025
Q3 		$445K Sell
4,228
-1,057
-20% -$105K 0.07% 122
2025
Q2 		$508K Buy
5,285
+9
+0.2% +$772 0.09% 119
2025
Q1 		$384K Sell
5,276
-141
-3% -$12.3K 0.09% 119
2024
Q4 		$484K Sell
5,417
-139
-3% -$12K 0.1% 109
2024
Q3 		$460K Sell
5,556
-40
-0.7% -$3.2K 0.1% 117
2024
Q2 		$464K Buy
5,596
+17
+0.3% +$1.27K 0.11% 106
2024
Q1 		$401K Sell
5,579
-2,439
-30% -$170K 0.1% 112
2023
Q4 		$507K Sell
8,018
-738
-8% -$45.5K 0.15% 87
2023
Q3 		$519K Sell
8,756
-1,218
-12% -$74.6K 0.17% 85
2023
Q2 		$609K Sell
9,974
-2,781
-22% -$159K 0.21% 76
2023
Q1 		$707K Sell
12,755
-582
-4% -$30.8K 0.28% 61
2022
Q4 		$669K Sell
13,337
-179
-1% -$9.31K 0.3% 66
2022
Q3 		$715K Sell
13,516
-445
-3% -$25K 0.35% 63
2022
Q2 		$735K Sell
13,961
-182
-1% -$10.4K 0.39% 57
2022
Q1 		$953K Sell
14,143
-205
-1% -$13.3K 0.48% 41
2021
Q4 		$1.04M Sell
14,348
-1,048
-7% -$73.2K 0.48% 46
2021
Q3 		$976K Buy
15,396
+270
+2% +$17.8K 0.49% 49
2021
Q2 		$968K Sell
15,126
-1,119
-7% -$67.1K 0.49% 46
2021
Q1 		$977K Buy
16,245
+1,012
+7% +$56.7K 0.51% 44
2020
Q4 		$861K Buy
+15,233
New +$801K 0.53% 41

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 Management Network's SPYG Position: Q1 2026 in Review

Financial Management Network reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.4% in Q1 2026, selling an estimated $22K and leaving 3,673 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #142.

Financial Management Network first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Financial Management Network held 3,673 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $382K as of Q1 2026.
  • Financial Management Network sold 211 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $22K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Financial Management Network's portfolio in Q1 2026, its #142 holding.
  • Financial Management Network first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.04M in Q4 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 Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.