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Roman Butler Fullerton & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Roman Butler Fullerton & Co’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 		$224K Sell
2,169
-211
-9% -$22K 0.06% 259
2025
Q4 		$253K Sell
2,380
-103
-4% -$10.9K 0.07% 241
2025
Q3 		$272K Buy
2,483
+117
+5% +$11.7K 0.07% 222
2025
Q2 		$233K Buy
+2,366
New +$203K 0.07% 227

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

Roman Butler Fullerton & Co's SPYG Position: Q1 2026 in Review

Roman Butler Fullerton & Co reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.9% in Q1 2026, selling an estimated $22K and leaving 2,169 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #259.

Roman Butler Fullerton & Co first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $272K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Roman Butler Fullerton & Co held 2,169 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $224K as of Q1 2026.
  • Roman Butler Fullerton & Co sold 211 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $22K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #259 holding.
  • Roman Butler Fullerton & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Roman Butler Fullerton & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $272K in Q3 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 Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.