IFPL
SPYG icon

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

Investments & Financial Planning LLC’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 		$43.9M Buy
369,041
+4,158
+1% +$475K 20.79% 2
2026
Q1 		$35.7M Buy
364,883
+5,424
+2% +$565K 19.45% 2
2025
Q4 		$38.4M Sell
359,459
-10,400
-3% -$1.1M 20.58% 2
2025
Q3 		$38.7M Sell
369,859
-4,169
-1% -$415K 20.88% 2
2025
Q2 		$35.7M Buy
374,028
+4,689
+1% +$402K 20.53% 2
2025
Q1 		$29.7M Sell
369,339
-3,681
-1% -$321K 19.28% 2
2024
Q4 		$32.8M Sell
373,020
-8,254
-2% -$713K 20.21% 2
2024
Q3 		$31.6M Sell
381,274
-11,617
-3% -$929K 20.03% 2
2024
Q2 		$31.5M Buy
392,891
+4,536
+1% +$339K 21.14% 2
2024
Q1 		$28.4M Sell
388,355
-387
-0.1% -$26.9K 19.47% 2
2023
Q4 		$25.3M Buy
388,742
+1,369
+0.4% +$84.4K 18.94% 2
2023
Q3 		$23M Buy
387,373
+5,548
+1% +$340K 20.47% 1
2023
Q2 		$23.3M Buy
381,825
+54
+0% +$3.09K 20.18% 1
2023
Q1 		$21.1M Buy
381,771
+7,169
+2% +$380K 19.4% 1
2022
Q4 		$19M Buy
+374,602
New +$19.5M 18.6% 1
2022
Q2 		$18.8M Sell
359,143
-165
-0% -$9.46K 19.34% 1
2022
Q1 		$23.8M Buy
359,308
+11,621
+3% +$756K 20.8% 1
2021
Q4 		$22.9M Buy
+347,687
New +$24.3M 20.53% 1

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Investments & Financial Planning LLC's SPYG Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q2 2026, buying an estimated $475K and bringing the position to 369,041 shares worth $43.9M. The position accounts for 20.79% of the portfolio, ranked #2.

Investments & Financial Planning LLC first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Investments & Financial Planning LLC held 369,041 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $43.9M as of Q2 2026.
  • Investments & Financial Planning LLC bought 4,158 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $475K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 20.79% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #2 holding.
  • Investments & Financial Planning LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.