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

Florida Financial Advisors’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	$3.4M	Buy	34,686 +12,208	+54%	+$1.27M	0.81%	23
2025 Q4	$2.36M	Buy	22,478 +254	+1%	+$26.9K	0.64%	35
2025 Q3	$2.32M	Sell	22,224 -44,724	-67%	-$4.45M	0.72%	27
2025 Q2	$6.55M	Sell	66,948 -5,757	-8%	-$494K	2.17%	10
2025 Q1	$5.79M	Buy	72,705 +27,500	+61%	+$2.4M	2.28%	12
2024 Q4	$3.97M	Buy	45,205 +10,238	+29%	+$885K	1.78%	13
2024 Q3	$2.9M	Buy	34,967 +2,612	+8%	+$209K	1.5%	13
2024 Q2	$2.59M	Buy	+32,355	New	+$2.42M	1.55%	14

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

Florida Financial Advisors's SPYG Position: Q1 2026 in Review

Florida Financial Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 54% in Q1 2026, buying an estimated $1.27M and bringing the position to 34,686 shares worth $3.4M. The position accounts for 0.81% of the portfolio, ranked #23.

Florida Financial Advisors first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.55M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Florida Financial Advisors held 34,686 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.4M as of Q1 2026.
Florida Financial Advisors bought 12,208 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.27M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.81% of Florida Financial Advisors's portfolio in Q1 2026, its #23 holding.
Florida Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Florida Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.55M in Q2 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 Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.