GFPC
SPYG icon

Global Financial Private Client’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Global Financial Private Client’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 		$796K Buy
8,132
+1,831
+29% +$191K 0.26% 115
2025
Q4 		$672K Buy
6,301
+91
+1% +$9.65K 0.24% 118
2025
Q3 		$649K Buy
6,210
+525
+9% +$52.3K 0.23% 119
2025
Q2 		$542K Buy
5,685
+797
+16% +$68.3K 0.2% 129
2025
Q1 		$393K Buy
4,888
+40
+0.8% +$3.49K 0.15% 145
2024
Q4 		$426K Sell
4,848
-9
-0.2% -$778 0.16% 144
2024
Q3 		$403K Hold
4,857
– – 0.16% 144
2024
Q2 		$389K Buy
4,857
+823
+20% +$61.5K 0.16% 143
2024
Q1 		$296K Buy
4,034
+424
+12% +$29.5K 0.13% 154
2023
Q4 		$235K Buy
3,610
+545
+18% +$33.6K 0.11% 163
2023
Q3 		$183K Hold
3,065
– – 0.09% 170
2023
Q2 		$187K Buy
+3,065
New +$176K 0.09% 174

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return