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

Financial Security Advisor’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	$300K	Buy	3,068 +3	+0.1%	+$312	0.06%	124
2025 Q4	$327K	Buy	+3,065	New	+$325K	0.06%	113

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Financial Security Advisor's SPYG Position: Q1 2026 in Review

Financial Security Advisor increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.1% in Q1 2026, buying an estimated $312 and bringing the position to 3,068 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #124.

Financial Security Advisor first reported a position in SPYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $327K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Financial Security Advisor held 3,068 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $300K as of Q1 2026.
Financial Security Advisor bought 3 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $312.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Financial Security Advisor's portfolio in Q1 2026, its #124 holding.
Financial Security Advisor first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
Financial Security Advisor's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $327K in Q4 2025.
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 Security Advisor's 13F filing for Q1 2026, filed 4 May 2026.