FP
SPYG icon

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

Financial Perspectives’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 		$15.4K Buy
158
+102
+182% +$10.6K ﹤0.01% 483
2025
Q4 		$6.01K Hold
56
– – ﹤0.01% 574
2025
Q3 		$5.88K Hold
56
– – ﹤0.01% 572
2025
Q2 		$5.35K Hold
56
– – ﹤0.01% 573
2025
Q1 		$4.51K Buy
56
+2
+4% +$175 ﹤0.01% 576
2024
Q4 		$4.75K Buy
+54
New +$4.67K ﹤0.01% 571

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 Perspectives's SPYG Position: Q1 2026 in Review

Financial Perspectives increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 182% in Q1 2026, buying an estimated $10.6K and bringing the position to 158 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Financial Perspectives first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Financial Perspectives held 158 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $15.4K as of Q1 2026.
  • Financial Perspectives bought 102 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $10.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #483 holding.
  • Financial Perspectives first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.