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

Strategic Financial Concepts’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 		$1.49M Buy
15,203
+8,507
+127% +$886K 0.37% 67
2025
Q4 		$714K Sell
6,696
-868,574
-99% -$92.1M 0.65% 41
2025
Q3 		$91.5M Buy
875,270
+24,182
+3% +$2.41M 13.29% 1
2025
Q2 		$81.1M Buy
851,088
+842,210
+9,486% +$72.2M 11.41% 1
2025
Q1 		$714K Sell
8,878
-24,623
-73% -$2.15M 0.13% 151
2024
Q4 		$2.94M Buy
33,501
+26,281
+364% +$2.27M 0.56% 43
2024
Q3 		$599K Sell
7,220
-590,463
-99% -$47.2M 0.19% 102
2024
Q2 		$1.22M Buy
597,683
+582,966
+3,961% +$43.5M 0.71% 40
2024
Q1 		$1.08M Sell
14,717
-5,535
-27% -$385K 0.26% 89
2023
Q4 		$1.32M Buy
20,252
+8,776
+76% +$541K 0.78% 41
2023
Q3 		$680K Sell
11,476
-13,879
-55% -$850K 0.23% 102
2023
Q2 		$1.55M Sell
25,355
-1,251
-5% -$71.7K 0.57% 49
2023
Q1 		$1.47M Buy
+26,606
New +$1.41M 0.59% 46

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

Strategic Financial Concepts's SPYG Position: Q1 2026 in Review

Strategic Financial Concepts increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 127% in Q1 2026, buying an estimated $886K and bringing the position to 15,203 shares worth $1.49M. The position accounts for 0.37% of the portfolio, ranked #67.

Strategic Financial Concepts first reported a position in SPYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $91.5M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Strategic Financial Concepts held 15,203 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.49M as of Q1 2026.
  • Strategic Financial Concepts bought 8,507 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $886K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.37% of Strategic Financial Concepts's portfolio in Q1 2026, its #67 holding.
  • Strategic Financial Concepts first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • Strategic Financial Concepts's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $91.5M in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.