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SPYG icon

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

Fox 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
Q1 		$564K Sell
5,762
-100
-2% -$10.4K 0.46% 8
2025
Q4 		$625K Sell
5,862
-12
-0.2% -$1.27K 0.5% 8
2025
Q3 		$614K Sell
5,874
-403
-6% -$40.1K 0.49% 8
2025
Q2 		$598K Sell
6,277
-30
-0.5% -$2.57K 0.51% 8
2025
Q1 		$507K Buy
6,307
+105
+2% +$9.17K 0.48% 8
2024
Q4 		$545K Sell
6,202
-691
-10% -$59.7K 0.49% 8
2024
Q3 		$572K Hold
6,893
– – 0.5% 9
2024
Q2 		$552K Sell
6,893
-600
-8% -$44.8K 0.51% 9
2024
Q1 		$548K Buy
7,493
+8
+0.1% +$557 0.5% 9
2023
Q4 		$487K Buy
+7,485
New +$462K 0.47% 10

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fox Financial's SPYG Position: Q1 2026 in Review

Fox Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.7% in Q1 2026, selling an estimated $10.4K and leaving 5,762 shares worth $564K. The position accounts for 0.46% of the portfolio, ranked #8.

Fox Financial first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $625K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Fox Financial held 5,762 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $564K as of Q1 2026.
  • Fox Financial sold 100 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $10.4K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.46% of Fox Financial's portfolio in Q1 2026, its #8 holding.
  • Fox Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Fox Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $625K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Fox Financial's 13F filing for Q1 2026, filed 7 May 2026.