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

Fortis Capital 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 Q2	$1.9M	Buy	15,946 +6,719	+73%	+$768K	0.21%	81
2026 Q1	$903K	Buy	+9,227	New	+$961K	0.12%	152
2023 Q1	–	Sell	-13	Closed	-$659	–	759
2022 Q4	$659	Buy	+13	New	+$676	﹤0.01%	627

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fortis Capital Advisors's SPYG Position: Q2 2026 in Review

Fortis Capital Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 73% in Q2 2026, buying an estimated $768K and bringing the position to 15,946 shares worth $1.9M. The position accounts for 0.21% of the portfolio, ranked #81.

Fortis Capital Advisors first reported a position in SPYG in Q4 2022 and has held it in 3 quarters since. 1,405 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Fortis Capital Advisors held 15,946 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.9M as of Q2 2026.
Fortis Capital Advisors bought 6,719 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $768K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.21% of Fortis Capital Advisors's portfolio in Q2 2026, its #81 holding.
Fortis Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 3 quarters since.
1,405 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.