FIA
SPYG icon

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

Foundations Investment 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 		$4.85M Sell
40,750
-3,503
-8% -$400K 0.05% 254
2026
Q1 		$4.33M Buy
44,253
+4,303
+11% +$448K 0.05% 247
2025
Q4 		$4.26M Sell
39,950
-3,659
-8% -$388K 0.06% 242
2025
Q3 		$4.56M Buy
43,609
+2,979
+7% +$297K 0.07% 222
2025
Q2 		$3.87M Sell
40,630
-2,100
-5% -$180K 0.06% 237
2025
Q1 		$3.43M Buy
42,730
+11,927
+39% +$1.04M 0.06% 235
2024
Q4 		$2.71M Sell
30,803
-23,620
-43% -$2.04M 0.05% 244
2024
Q3 		$4.51M Buy
54,423
+20,429
+60% +$1.63M 0.09% 182
2024
Q2 		$2.72M Sell
33,994
-70
-0.2% -$5.23K 0.07% 212
2024
Q1 		$2.49M Buy
34,064
+2,628
+8% +$183K 0.07% 217
2023
Q4 		$2.14M Sell
31,436
-11,797
-27% -$727K 0.06% 218
2023
Q3 		$2.56M Sell
43,233
-100,619
-70% -$6.16M 0.08% 194
2023
Q2 		$8.78M Sell
143,852
-10,838
-7% -$621K 0.29% 64
2023
Q1 		$8.56M Buy
+154,690
New +$8.19M 0.31% 54
2021
Q3 		– Sell
-5,217
Closed -$337K – 334
2021
Q2 		$337K Buy
+5,217
New +$313K 0.02% 216
2018
Q3 		– Sell
-7,028
Closed -$247K – 110
2018
Q2 		$247K Buy
+7,028
New +$244K 0.07% 78

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foundations Investment Advisors's SPYG Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.9% in Q2 2026, selling an estimated $400K and leaving 40,750 shares worth $4.85M. The position accounts for 0.05% of the portfolio, ranked #254.

Foundations Investment Advisors first reported a position in SPYG in Q2 2018 and has held it in 16 quarters since. The position peaked at $8.78M in Q2 2023. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Foundations Investment Advisors held 40,750 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.85M as of Q2 2026.
  • Foundations Investment Advisors sold 3,503 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $400K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #254 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and has held it in 16 quarters since.
  • Foundations Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.78M in Q2 2023.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.