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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

FSB Premier Wealth Management's SPYG Position: Q1 2026 in Review

FSB Premier Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q1 2026, buying an estimated $108K and bringing the position to 7,437 shares worth $728K. The position accounts for 0.23% of the portfolio, ranked #109.

FSB Premier Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 10 quarters since. The position peaked at $798K in Q2 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

FSB Premier Wealth Management held 7,437 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $728K as of Q1 2026.
FSB Premier Wealth Management bought 1,040 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $108K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.23% of FSB Premier Wealth Management's portfolio in Q1 2026, its #109 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 10 quarters since.
FSB Premier Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $798K in Q2 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.