BFC Planning, Inc.’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

BFC Planning, Inc.’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	$6.2M	Sell	52,073 -1,604	-3%	-$183K	0.25%	85
2026 Q1	$5.26M	Sell	53,677 -5,644	-10%	-$588K	0.23%	84
2025 Q4	$6.33M	Buy	59,321 +50,867	+602%	+$5.39M	0.28%	68
2025 Q3	$884K	Buy	8,454 +1,132	+15%	+$113K	0.06%	254
2025 Q2	$698K	Buy	7,322 +3,961	+118%	+$340K	0.05%	289
2025 Q1	$270K	Sell	3,361 -14,558	-81%	-$1.27M	0.02%	500
2024 Q4	$1.58M	Buy	+17,919	New	+$1.55M	0.13%	141

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 17.27% 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 $9.15B AUM 34.53% 1-Year Est. Return

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

BFC Planning, Inc.'s SPYG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3% in Q2 2026, selling an estimated $183K and leaving 52,073 shares worth $6.2M. The position accounts for 0.25% of the portfolio, ranked #85.

BFC Planning, Inc. first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.33M in Q4 2025. 1,419 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

BFC Planning, Inc. held 52,073 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.2M as of Q2 2026.
BFC Planning, Inc. sold 1,604 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $183K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of BFC Planning, Inc.'s portfolio in Q2 2026, its #85 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.33M in Q4 2025.
1,419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.