FSB Premier Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

FSB Premier Wealth 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 Q2	$1.51M	Buy	12,730 +5,293	+71%	+$605K	0.43%	65
2026 Q1	$728K	Buy	7,437 +1,040	+16%	+$108K	0.23%	109
2025 Q4	$683K	Sell	6,397 -423	-6%	-$44.8K	0.22%	111
2025 Q3	$713K	Sell	6,820 -1,551	-19%	-$154K	0.23%	105
2025 Q2	$798K	Buy	8,371 +749	+10%	+$64.2K	0.28%	94
2025 Q1	$613K	Buy	7,622 +1,949	+34%	+$170K	0.24%	112
2024 Q4	$499K	Buy	5,673 +520	+10%	+$44.9K	0.2%	119
2024 Q3	$427K	Buy	5,153 +360	+8%	+$28.8K	0.18%	131
2024 Q2	$384K	Buy	4,793 +1,462	+44%	+$109K	0.17%	122
2024 Q1	$244K	Buy	+3,331	New	+$232K	0.11%	157
2022 Q1	–	Sell	-1,105	Closed	-$80K	–	453
2021 Q4	$80K	Buy	+1,105	New	+$77.1K	0.03%	195

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

FSB Premier Wealth Management's SPYG Position: Q2 2026 in Review

FSB Premier Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 71% in Q2 2026, buying an estimated $605K and bringing the position to 12,730 shares worth $1.51M. The position accounts for 0.43% of the portfolio, ranked #65.

FSB Premier Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

FSB Premier Wealth Management held 12,730 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.51M as of Q2 2026.
FSB Premier Wealth Management bought 5,293 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $605K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.43% of FSB Premier Wealth Management's portfolio in Q2 2026, its #65 holding.
FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 11 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 FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.