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

Founders Financial Alliance’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	$897K	Sell	7,538 -39	-0.5%	-$4.46K	0.12%	164
2026 Q1	$742K	Buy	7,577 +120	+2%	+$12.5K	0.13%	156
2025 Q4	$796K	Buy	7,457 +199	+3%	+$21.1K	0.15%	133
2025 Q3	$759K	Buy	7,258 +149	+2%	+$14.8K	0.14%	142
2025 Q2	$678K	Buy	7,109 +863	+14%	+$74K	0.15%	140
2025 Q1	$502K	Buy	6,246 +49	+0.8%	+$4.28K	0.12%	170
2024 Q4	$545K	Buy	6,197 +1,174	+23%	+$101K	0.15%	133
2024 Q3	$417K	Buy	5,023 +180	+4%	+$14.4K	0.12%	175
2024 Q2	$388K	Buy	4,843 +108	+2%	+$8.07K	0.12%	173
2024 Q1	$346K	Buy	4,735 +904	+24%	+$62.9K	0.1%	195
2023 Q4	$249K	Buy	3,831 +113	+3%	+$6.97K	0.1%	205
2023 Q3	$220K	Buy	3,718 +644	+21%	+$39.4K	0.1%	209
2023 Q2	$188K	Buy	3,074 +96	+3%	+$5.5K	0.07%	255
2023 Q1	$165K	Buy	2,978 +90	+3%	+$4.77K	0.08%	218
2022 Q4	$146K	Buy	2,888 +122	+4%	+$6.35K	0.07%	239
2022 Q3	$139K	Buy	2,766 +2,675	+2,940%	+$151K	0.07%	237
2022 Q2	$5K	Buy	+91	New	+$5.22K	﹤0.01%	460

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

Founders Financial Alliance's SPYG Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.51% in Q2 2026, selling an estimated $4.46K and leaving 7,538 shares worth $897K. The position accounts for 0.12% of the portfolio, ranked #164.

Founders Financial Alliance first reported a position in SPYG in Q2 2022 and has held it in 17 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Founders Financial Alliance held 7,538 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $897K as of Q2 2026.
Founders Financial Alliance sold 39 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $4.46K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.12% of Founders Financial Alliance's portfolio in Q2 2026, its #164 holding.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.