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SPYG icon

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

Fortitude Financial’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 		$25.3M Sell
212,893
-9,337
-4% -$1.07M 22.76% 1
2026
Q1 		$21.8M Sell
222,230
-145
-0.1% -$15.1K 11.51% 2
2025
Q4 		$23.7M Buy
+222,375
New +$23.6M 20.13% 1
2025
Q2 		– Sell
-82,544
Closed -$6.63M – 49
2025
Q1 		$6.63M Buy
82,544
+407
+0.5% +$35.5K 6.32% 5
2024
Q4 		$7.22M Buy
+82,137
New +$7.1M 4.03% 4

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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Fortitude Financial's SPYG Position: Q2 2026 in Review

Fortitude Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.2% in Q2 2026, selling an estimated $1.07M and leaving 212,893 shares worth $25.3M. The position accounts for 22.76% of the portfolio, ranked #1.

Fortitude Financial first reported a position in SPYG in Q4 2024 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Fortitude Financial held 212,893 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $25.3M as of Q2 2026.
  • Fortitude Financial sold 9,337 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.07M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 22.76% of Fortitude Financial's portfolio in Q2 2026, its #1 holding.
  • Fortitude Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.