SHF
SPYG icon

Safe Harbor Fiduciary’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Safe Harbor Fiduciary’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
2025
Q2 		$572 Hold
6
– – ﹤0.01% 208
2025
Q1 		$482 Hold
6
– – ﹤0.01% 204
2024
Q4 		$527 Hold
6
– – ﹤0.01% 173
2024
Q3 		$498 Buy
+6
New +$480 ﹤0.01% 183

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Safe Harbor Fiduciary's SPYG Position: Q2 2025 in Review

Safe Harbor Fiduciary held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2025 at 6 shares worth $572. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Safe Harbor Fiduciary first reported a position in SPYG in Q3 2024 and has held it in 4 quarters since. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Safe Harbor Fiduciary held 6 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $572 as of Q2 2025.
  • Safe Harbor Fiduciary left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2025.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #208 holding.
  • Safe Harbor Fiduciary first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.