FIM
SPYG icon

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

Freedom Investment Management’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 		$2.52M Buy
25,704
+158
+0.6% +$16.5K 0.75% 20
2025
Q4 		$2.73M Buy
25,546
+680
+3% +$72.1K 0.79% 18
2025
Q3 		$2.6M Sell
24,866
-108,033
-81% -$10.8M 0.69% 20
2025
Q2 		$12.7M Buy
132,899
+22,391
+20% +$1.92M 1.01% 15
2025
Q1 		$8.88M Sell
110,508
-3,006
-3% -$262K 0.75% 25
2024
Q4 		$9.98M Buy
113,514
+1,469
+1% +$127K 0.83% 24
2024
Q3 		$9.29M Sell
112,045
-6,086
-5% -$486K 0.74% 27
2024
Q2 		$9.47M Sell
118,131
-7,924
-6% -$592K 0.77% 25
2024
Q1 		$9.22M Buy
126,055
+10,472
+9% +$729K 0.74% 26
2023
Q4 		$7.52M Buy
115,583
+9,205
+9% +$568K 0.61% 30
2023
Q3 		$6.31M Sell
106,378
-23,527
-18% -$1.44M 0.77% 20
2023
Q2 		$7.93M Buy
129,905
+26,947
+26% +$1.54M 0.89% 13
2023
Q1 		$5.7M Sell
102,958
-17,054
-14% -$903K 0.64% 19
2022
Q4 		$6.08M Buy
120,012
+1,845
+2% +$96K 0.68% 14
2022
Q3 		$5.92M Buy
118,167
+7,334
+7% +$413K 0.68% 14
2022
Q2 		$5.79M Sell
110,833
-99
-0.1% -$5.68K 0.62% 19
2022
Q1 		$7.34M Sell
110,932
-11,049
-9% -$719K 0.66% 16
2021
Q4 		$8.84M Buy
121,981
+13,135
+12% +$917K 0.65% 17
2021
Q3 		$6.97M Sell
108,846
-4,773
-4% -$315K 0.53% 29
2021
Q2 		$7.16M Buy
113,619
+4,478
+4% +$269K 0.53% 27
2021
Q1 		$6.16M Sell
109,141
-4,883
-4% -$274K 0.48% 36
2020
Q4 		$6.3M Buy
114,024
+1,254
+1% +$65.9K 0.69% 24
2020
Q3 		$5.65M Sell
112,770
-31,256
-22% -$1.53M 0.62% 26
2020
Q2 		$6.47M Sell
144,026
-25,254
-15% -$1.05M 0.7% 25
2020
Q1 		$7.52M Sell
169,280
-5,278
-3% -$216K 0.66% 24
2019
Q4 		$7.32M Sell
174,558
-10,042
-5% -$402K 0.64% 23
2019
Q3 		$7.18M Sell
184,600
-16,170
-8% -$632K 0.62% 22
2019
Q2 		$7.78M Sell
200,770
-2,103
-1% -$79.9K 0.65% 23
2019
Q1 		$7.55M Buy
202,873
+66,407
+49% +$2.35M 0.61% 24
2018
Q4 		$4.43M Sell
136,466
-76,801
-36% -$2.68M 0.34% 40
2018
Q3 		$8.12M Sell
213,267
-5,834
-3% -$217K 0.51% 23
2018
Q2 		$7.7M Buy
219,101
+75,673
+53% +$2.63M 0.46% 24
2018
Q1 		$4.81M Buy
143,428
+92,292
+180% +$3.18M 0.25% 49
2017
Q4 		$1.69M Sell
51,136
-4,036
-7% -$130K 0.09% 195
2017
Q3 		$1.71M Buy
55,172
+2,828
+5% +$86K 0.09% 169
2017
Q2 		$1.55M Sell
52,344
-14,204
-21% -$416K 0.09% 178
2017
Q1 		$1.89M Sell
66,548
-1,868
-3% -$51.8K 0.11% 132
2016
Q4 		$1.8M Sell
68,416
-3,828
-5% -$100K 0.11% 115
2016
Q3 		$1.9M Buy
72,244
+10,880
+18% +$285K 0.12% 99
2016
Q2 		$1.55M Buy
61,364
+6,700
+12% +$168K 0.11% 118
2016
Q1 		$1.37M Sell
54,664
-4,564
-8% -$109K 0.1% 147
2015
Q4 		$1.48M Sell
59,228
-743,844
-93% -$18.7M 0.11% 131
2015
Q3 		$1.02M Buy
803,072
+762,516
+1,880% +$18.7M 0.1% 156
2015
Q2 		$1M Buy
40,556
+2,724
+7% +$68.3K 0.1% 154
2015
Q1 		$932K Sell
37,832
-64
-0.2% -$1.57K 0.1% 157
2014
Q4 		$918K Sell
37,896
-548
-1% -$13K 0.12% 147
2014
Q3 		$889K Buy
38,444
+2,236
+6% +$51.6K 0.16% 106
2014
Q2 		$823K Sell
36,208
-1,308
-3% -$28.7K 0.14% 123
2014
Q1 		$810K Sell
37,516
-2,032
-5% -$43.5K 0.17% 100
2013
Q4 		$846K Sell
39,548
-1,156
-3% -$23.6K 0.21% 76
2013
Q3 		$786K Buy
40,704
+456
+1% +$8.71K 0.22% 75
2013
Q2 		$731K Buy
+40,248
New +$738K 0.25% 72

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

Freedom Investment Management's SPYG Position: Q1 2026 in Review

Freedom Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.62% in Q1 2026, buying an estimated $16.5K and bringing the position to 25,704 shares worth $2.52M. The position accounts for 0.75% of the portfolio, ranked #20.

Freedom Investment Management first reported a position in SPYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.7M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Freedom Investment Management held 25,704 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.52M as of Q1 2026.
  • Freedom Investment Management bought 158 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $16.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.75% of Freedom Investment Management's portfolio in Q1 2026, its #20 holding.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Freedom Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $12.7M in Q2 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 Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.