IFG
SPYG icon

Independent Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Independent Financial Group’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 		$23.7M Buy
199,584
+10,868
+6% +$1.24M 0.44% 31
2026
Q1 		$18.5M Buy
188,716
+11,916
+7% +$1.24M 0.41% 37
2025
Q4 		$18.9M Buy
176,800
+16,856
+11% +$1.79M 0.42% 36
2025
Q3 		$16.7M Buy
159,944
+24,849
+18% +$2.47M 0.4% 36
2025
Q2 		$12.9M Buy
135,095
+57,561
+74% +$4.93M 0.35% 44
2025
Q1 		$6.23M Buy
77,534
+12,314
+19% +$1.07M 0.21% 86
2024
Q4 		$5.73M Buy
65,220
+3,986
+7% +$344K 0.19% 103
2024
Q3 		$5.08M Buy
61,234
+4,934
+9% +$394K 0.19% 102
2024
Q2 		$4.51M Sell
56,300
-266
-0.5% -$19.9K 0.18% 109
2024
Q1 		$4.14M Sell
56,566
-74
-0.1% -$5.15K 0.19% 114
2023
Q4 		$3.69M Sell
56,640
-6,090
-10% -$376K 0.2% 112
2023
Q3 		$3.72M Buy
62,730
+3,461
+6% +$212K 0.24% 89
2023
Q2 		$3.62M Sell
59,269
-7,519
-11% -$431K 0.25% 85
2023
Q1 		$3.7M Buy
66,788
+24,127
+57% +$1.28M 0.3% 72
2022
Q4 		$2.16M Buy
42,661
+4,415
+12% +$230K 0.19% 108
2022
Q3 		$1.92M Buy
38,246
+28,309
+285% +$1.59M 0.17% 118
2022
Q2 		$520K Sell
9,937
-1,956
-16% -$112K 0.06% 375
2022
Q1 		$787K Sell
11,893
-466
-4% -$30.3K 0.06% 316
2021
Q4 		$896K Buy
12,359
+4,036
+48% +$282K 0.07% 276
2021
Q3 		$533K Sell
8,323
-360
-4% -$23.8K 0.05% 346
2021
Q2 		$547K Buy
8,683
+2,726
+46% +$164K 0.06% 341
2021
Q1 		$336K Buy
5,957
+355
+6% +$19.9K 0.04% 435
2020
Q4 		$310K Hold
5,602
– – 0.05% 418
2020
Q3 		$281K Buy
5,602
+186
+3% +$9.12K 0.05% 362
2020
Q2 		$243K Buy
+5,416
New +$225K 0.05% 367

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Independent Financial Group's SPYG Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.8% in Q2 2026, buying an estimated $1.24M and bringing the position to 199,584 shares worth $23.7M. The position accounts for 0.44% of the portfolio, ranked #31.

Independent Financial Group first reported a position in SPYG in Q2 2020 and has held it in 25 quarters since. 1,358 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Independent Financial Group held 199,584 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $23.7M as of Q2 2026.
  • Independent Financial Group bought 10,868 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.24M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.44% of Independent Financial Group's portfolio in Q2 2026, its #31 holding.
  • Independent Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.