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

Fulcrum Equity 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	–	Sell	-3,375	Closed	-$360K	–	150
2025 Q4	$360K	Sell	3,375 -39	-1%	-$4.13K	0.34%	69
2025 Q3	$357K	Buy	3,414 +49	+1%	+$4.88K	0.36%	62
2025 Q2	$321K	Buy	+3,365	New	+$288K	0.33%	67
2024 Q3	–	Sell	-15,323	Closed	-$1.23M	–	155
2024 Q2	$1.23M	Buy	+15,323	New	+$1.14M	1.1%	18

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

Fulcrum Equity Management's SPYG Position: Q1 2026 in Review

Fulcrum Equity Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 3,375 shares — an estimated $360K sold.

Fulcrum Equity Management first reported a position in SPYG in Q2 2024 and held it in 4 quarters. The position peaked at $1.23M in Q2 2024. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Fulcrum Equity Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Fulcrum Equity Management sold 3,375 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $360K.
Fulcrum Equity Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 4 quarters.
Fulcrum Equity Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.23M in Q2 2024.
1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Fulcrum Equity Management's 13F filing for Q1 2026, filed 2 Apr 2026.