FTA
SPYG icon

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

Financial & Tax Architects’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 		$210K Sell
2,142
-584
-21% -$60.8K 0.05% 107
2025
Q4 		$291K Buy
2,726
+88
+3% +$9.33K 0.07% 96
2025
Q3 		$276K Sell
2,638
-882
-25% -$87.8K 0.06% 99
2025
Q2 		$336K Buy
+3,520
New +$302K 0.08% 84
2025
Q1 		– Sell
-3,992
Closed -$351K – 111
2024
Q4 		$351K Buy
+3,992
New +$345K 0.09% 95

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