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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 – 430
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Future Financial Wealth Management's SPYG Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 973 shares — an estimated $102K sold.

Future Financial Wealth Management first reported a position in SPYG in Q4 2021 and held it in 8 quarters. The position peaked at $102K in Q4 2024. 1,351 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Future Financial Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 973 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $102K.
  • Future Financial Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $102K in Q4 2024.
  • 1,351 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.