Fusion Family Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Fusion Family Wealth’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	$255K	Hold	2,609	–	–	0.02%	44
2025 Q4	$278K	Hold	2,609	–	–	0.02%	41
2025 Q3	$273K	Hold	2,609	–	–	0.02%	43
2025 Q2	$249K	Hold	2,609	–	–	0.02%	44
2025 Q1	$210K	Hold	2,609	–	–	0.02%	44
2024 Q4	$229K	Hold	2,609	–	–	0.02%	44
2024 Q3	$216K	Hold	2,609	–	–	0.02%	43
2024 Q2	$209K	Buy	+2,609	New	+$195K	0.02%	43

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

Fusion Family Wealth's SPYG Position: Q1 2026 in Review

Fusion Family Wealth held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 2,609 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #44.

Fusion Family Wealth first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $278K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Fusion Family Wealth held 2,609 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $255K as of Q1 2026.
Fusion Family Wealth left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Fusion Family Wealth's portfolio in Q1 2026, its #44 holding.
Fusion Family Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Fusion Family Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $278K 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 Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.