FFWM
SPYG icon

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

Future Financial 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
2025
Q4 		– Sell
-973
Closed -$102K – 396
2025
Q3 		$102K Hold
973
– – 0.06% 167
2025
Q2 		$92.7K Sell
973
-190
-16% -$16.3K 0.06% 169
2025
Q1 		$93.5K Hold
1,163
– – 0.07% 162
2024
Q4 		$102K Hold
1,163
– – 0.07% 158
2024
Q3 		$96.5K Buy
+1,163
New +$93K 0.07% 173
2024
Q2 		– Sell
-1,163
Closed -$85.1K – 421
2024
Q1 		$85.1K Buy
+1,163
New +$80.9K 0.07% 188
2022
Q2 		– Sell
-734
Closed -$49K – 445
2022
Q1 		$49K Hold
734
– – 0.04% 271
2021
Q4 		$54K Buy
+734
New +$51.2K 0.04% 267

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $376B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return