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 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 $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

FWG Investments's SPYG Position: Q1 2026 in Review

FWG Investments increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.15% in Q1 2026, buying an estimated $625 and bringing the position to 3,975 shares worth $389K. The position accounts for 0.25% of the portfolio, ranked #89.

FWG Investments first reported a position in SPYG in Q4 2023 and has held it in 9 quarters since. The position peaked at $424K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

FWG Investments held 3,975 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $389K as of Q1 2026.
FWG Investments bought 6 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $625.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of FWG Investments's portfolio in Q1 2026, its #89 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 9 quarters since.
FWG Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $424K 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 FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.