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

Fortis Group 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	$11.2M	Sell	94,094 -1,146	-1%	-$131K	1.79%	9
2026 Q1	$10.7M	Sell	95,240 -14,623	-13%	-$1.52M	1.77%	8
2025 Q4	$11.8M	Buy	109,863 +2,458	+2%	+$261K	1.98%	10
2025 Q3	$11.6M	Buy	107,405 +11,449	+12%	+$1.14M	2%	9
2025 Q2	$9.46M	Buy	95,956 +92,154	+2,424%	+$7.9M	1.72%	10
2025 Q1	$306K	Buy	+3,802	New	+$332K	0.06%	160
2020 Q3	$1.3M	Buy	+26,047	New	+$1.28M	0.25%	50

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 Group Advisors's SPYG Position: Q2 2026 in Review

Fortis Group Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q2 2026, selling an estimated $131K and leaving 94,094 shares worth $11.2M. The position accounts for 1.79% of the portfolio, ranked #9.

Fortis Group Advisors first reported a position in SPYG in Q3 2020 and has held it in 7 quarters since. The position peaked at $11.8M in Q4 2025. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Fortis Group Advisors held 94,094 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.2M as of Q2 2026.
Fortis Group Advisors sold 1,146 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $131K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.79% of Fortis Group Advisors's portfolio in Q2 2026, its #9 holding.
Fortis Group Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 7 quarters since.
Fortis Group Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.8M in Q4 2025.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.