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

Fountainhead AM’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 		$107K Sell
901
-1,061
-54% -$121K 0.08% 130
2026
Q1 		$192K Buy
1,962
+420
+27% +$43.7K 0.17% 99
2025
Q4 		$165K Sell
1,542
-30,044
-95% -$3.18M 0.24% 73
2025
Q3 		$3.3M Buy
31,586
+266
+0.8% +$26.5K 0.43% 38
2025
Q2 		$2.99M Buy
+31,320
New +$2.68M 0.43% 36

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

Fountainhead AM's SPYG Position: Q2 2026 in Review

Fountainhead AM reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 54% in Q2 2026, selling an estimated $121K and leaving 901 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #130.

Fountainhead AM first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.3M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Fountainhead AM held 901 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $107K as of Q2 2026.
  • Fountainhead AM sold 1,061 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $121K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Fountainhead AM's portfolio in Q2 2026, its #130 holding.
  • Fountainhead AM first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Fountainhead AM's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.3M in Q3 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 Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.