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TCFG Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

TCFG Wealth Management’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 		$254K Buy
+2,591
New +$270K 0.09% 220
2025
Q1 		– Sell
-2,597
Closed -$228K – 247
2024
Q4 		$228K Buy
+2,597
New +$224K 0.11% 199

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

TCFG Wealth Management's SPYG Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026: 2,591 shares worth $254K. The stake represents 0.09% of the portfolio and ranks #220 among its holdings. This is a return to the name: TCFG Wealth Management previously reported a position in SPYG as recently as Q4 2024.

TCFG Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 2 quarters since. 1,319 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • TCFG Wealth Management held 2,591 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $254K as of Q1 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new TCFG Wealth Management position in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of TCFG Wealth Management's portfolio in Q1 2026, its #220 holding.
  • TCFG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.