FWG Investments’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

FWG Investments’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 Q2	$530K	Buy	4,451 +476	+12%	+$54.4K	0.28%	76
2026 Q1	$389K	Buy	3,975 +6	+0.2%	+$625	0.25%	89
2025 Q4	$424K	Sell	3,969 -32	-0.8%	-$3.39K	0.27%	83
2025 Q3	$418K	Buy	4,001 +23	+0.6%	+$2.29K	0.29%	74
2025 Q2	$379K	Buy	+3,978	New	+$341K	0.29%	73
2025 Q1	–	Sell	-3,967	Closed	-$349K	–	111
2024 Q4	$349K	Buy	3,967 +7	+0.2%	+$605	0.27%	88
2024 Q3	$328K	Buy	3,960 +6	+0.2%	+$480	0.28%	82
2024 Q2	$317K	Buy	3,954 +7	+0.2%	+$523	0.32%	74
2024 Q1	$289K	Buy	3,947 +6	+0.2%	+$418	0.31%	78
2023 Q4	$256K	Buy	+3,941	New	+$243K	0.32%	75

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FWG Investments's SPYG Position: Q2 2026 in Review

FWG Investments increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, buying an estimated $54.4K and bringing the position to 4,451 shares worth $530K. The position accounts for 0.28% of the portfolio, ranked #76.

FWG Investments first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

FWG Investments held 4,451 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $530K as of Q2 2026.
FWG Investments bought 476 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $54.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.28% of FWG Investments's portfolio in Q2 2026, its #76 holding.
FWG Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.