FHC
SPYG icon

First Heartland Consultants’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

First Heartland Consultants’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
Q2 		$30.7M Buy
257,653
+19,587
+8% +$2.24M 1.98% 8
2026
Q1 		$23.3M Buy
238,066
+4,745
+2% +$494K 1.79% 10
2025
Q4 		$24.9M Buy
233,321
+16,090
+7% +$1.71M 1.89% 10
2025
Q3 		$22.7M Buy
217,231
+5,087
+2% +$507K 1.83% 11
2025
Q2 		$20.2M Buy
212,144
+7,218
+4% +$619K 1.8% 12
2025
Q1 		$16.5M Sell
204,926
-15,940
-7% -$1.39M 1.7% 12
2024
Q4 		$19.4M Sell
220,866
-6,494
-3% -$561K 1.99% 9
2024
Q3 		$18.9M Buy
227,360
+6,234
+3% +$498K 2.03% 10
2024
Q2 		$17.7K Buy
221,126
+1,812
+0.8% +$135K 1.24% 10
2024
Q1 		$16M Sell
219,314
-10,333
-4% -$719K 1.67% 8
2023
Q4 		$14.9M Buy
229,647
+3,249
+1% +$200K 1.8% 11
2023
Q3 		$13.4M Buy
226,398
+21,291
+10% +$1.3M 1.69% 13
2023
Q2 		$12.5M Sell
205,107
-10,588
-5% -$607K 1.62% 13
2023
Q1 		$11.9M Sell
215,695
-7,057
-3% -$374K 1.8% 10
2022
Q4 		$11.3M Sell
222,752
-143,271
-39% -$7.45M 1.82% 10
2022
Q3 		$16.8K Sell
366,023
-41,550
-10% -$2.34M 1.44% 8
2022
Q2 		$21.3M Buy
407,573
+1,099
+0.3% +$63K 3.34% 4
2022
Q1 		$26.9M Sell
406,474
-25,576
-6% -$1.66M 4.17% 3
2021
Q4 		$31.3K Buy
432,050
+40,699
+10% +$2.84M 1.19% 2
2021
Q3 		$25.1M Buy
391,351
+94,546
+32% +$6.24M 3.81% 2
2021
Q2 		$18.7M Buy
296,805
+166,679
+128% +$10M 2.83% 3
2021
Q1 		$7.34M Sell
130,126
-66,146
-34% -$3.71M 1.17% 21
2020
Q4 		$10.9M Sell
196,272
-417,236
-68% -$21.9M 1.8% 13
2020
Q3 		$30.7M Sell
613,508
-74,763
-11% -$3.66M 5.83% 1
2020
Q2 		$30.9M Buy
688,271
+572,236
+493% +$23.8M 6.1% 1
2020
Q1 		$4.15M Sell
116,035
-205,829
-64% -$8.43M 1.07% 21
2019
Q4 		$13.5M Buy
321,864
+130,583
+68% +$5.23M 2.66% 5
2019
Q3 		$7.44M Buy
191,281
+135,104
+240% +$5.28M 1.6% 12
2019
Q2 		$2.18M Buy
56,177
+28,985
+107% +$1.1M 0.52% 50
2019
Q1 		$1.01M Sell
27,192
-66,531
-71% -$2.35M 0.28% 87
2018
Q4 		$3.05M Buy
93,723
+7,663
+9% +$268K 1.14% 26
2018
Q3 		$3.29M Buy
86,060
+42,270
+97% +$1.57M 1.03% 28
2018
Q2 		$1.54M Buy
43,790
+19,079
+77% +$662K 0.54% 55
2018
Q1 		$828K Buy
24,711
+8,723
+55% +$301K 0.25% 100
2017
Q4 		$528K Buy
+15,988
New +$516K 0.16% 144

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

First Heartland Consultants's SPYG Position: Q2 2026 in Review

First Heartland Consultants increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.2% in Q2 2026, buying an estimated $2.24M and bringing the position to 257,653 shares worth $30.7M. The position accounts for 1.98% of the portfolio, ranked #8.

First Heartland Consultants first reported a position in SPYG in Q4 2017 and has held it in 35 quarters since. The position peaked at $30.9M in Q2 2020. 488 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • First Heartland Consultants held 257,653 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $30.7M as of Q2 2026.
  • First Heartland Consultants bought 19,587 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.24M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.98% of First Heartland Consultants's portfolio in Q2 2026, its #8 holding.
  • First Heartland Consultants first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • First Heartland Consultants's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $30.9M in Q2 2020.
  • 488 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.