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SPYG icon

Forthright Family Wealth Advisory’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Forthright Family Wealth Advisory’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
2025
Q4 		– Sell
-8,942
Closed -$935K – 56
2025
Q3 		$935K Buy
+8,942
New +$891K 0.57% 29

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Forthright Family Wealth Advisory's SPYG Position: Q4 2025 in Review

Forthright Family Wealth Advisory sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 8,942 shares — an estimated $935K sold.

Forthright Family Wealth Advisory first reported a position in SPYG in Q3 2025 and held it in 1 quarter. The position peaked at $935K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Forthright Family Wealth Advisory reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 8,942 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $935K.
  • Forthright Family Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Forthright Family Wealth Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $935K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Forthright Family Wealth Advisory's 13F filing for Q4 2025, filed 23 Feb 2026.