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

Fingerlakes Wealth Management’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 		$959K Sell
9,799
-670
-6% -$69.8K 0.64% 41
2025
Q4 		$1.12M Sell
10,469
-1,183
-10% -$125K 0.71% 38
2025
Q3 		$1.22M Sell
11,652
-8
-0.1% -$797 0.79% 33
2025
Q2 		$1.11M Sell
11,660
-275
-2% -$23.6K 0.83% 34
2025
Q1 		$959K Sell
11,935
-184
-2% -$16.1K 0.82% 34
2024
Q4 		$1.07M Sell
12,119
-272
-2% -$23.5K 0.86% 35
2024
Q3 		$1.03M Sell
12,391
-303
-2% -$24.2K 0.85% 35
2024
Q2 		$1.02M Sell
12,694
-79
-0.6% -$5.9K 0.91% 35
2024
Q1 		$934K Sell
12,773
-147
-1% -$10.2K 0.9% 34
2023
Q4 		$841K Sell
12,920
-40
-0.3% -$2.47K 0.9% 34
2023
Q3 		$768K Sell
12,960
-276
-2% -$16.9K 0.94% 33
2023
Q2 		$808K Sell
13,236
-453
-3% -$25.9K 0.92% 33
2023
Q1 		$758K Sell
13,689
-310
-2% -$16.4K 0.94% 33
2022
Q4 		$709K Buy
13,999
+12
+0.1% +$624 0.98% 31
2022
Q3 		$701K Buy
13,987
+308
+2% +$17.3K 1.02% 30
2022
Q2 		$715K Buy
13,679
+555
+4% +$31.8K 0.98% 30
2022
Q1 		$869K Buy
13,124
+1,779
+16% +$116K 1.02% 30
2021
Q4 		$821K Buy
+11,345
New +$792K 0.92% 31

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

Fingerlakes Wealth Management's SPYG Position: Q1 2026 in Review

Fingerlakes Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.4% in Q1 2026, selling an estimated $69.8K and leaving 9,799 shares worth $959K. The position accounts for 0.64% of the portfolio, ranked #41.

Fingerlakes Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.22M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Fingerlakes Wealth Management held 9,799 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $959K as of Q1 2026.
  • Fingerlakes Wealth Management sold 670 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $69.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.64% of Fingerlakes Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Fingerlakes Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Fingerlakes Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.22M in Q3 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 Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.