AMG National Trust Bank’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

AMG National Trust Bank’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	$470K	Hold	4,800	–	–	0.01%	380
2025 Q4	$512K	Hold	4,800	–	–	0.01%	346
2025 Q3	$502K	Hold	4,800	–	–	0.01%	349
2025 Q2	$458K	Hold	4,800	–	–	0.01%	355
2025 Q1	$386K	Hold	4,800	–	–	0.01%	352
2024 Q4	$422K	Hold	4,800	–	–	0.01%	354
2024 Q3	$398K	Hold	4,800	–	–	0.01%	353
2024 Q2	$385K	Hold	4,800	–	–	0.01%	366
2024 Q1	$351K	Hold	4,800	–	–	0.01%	360
2023 Q4	$312K	Hold	4,800	–	–	0.01%	371
2023 Q3	$285K	Hold	4,800	–	–	0.01%	377
2023 Q2	$293K	Hold	4,800	–	–	0.01%	387
2023 Q1	$266K	Hold	4,800	–	–	0.01%	416
2022 Q4	$243K	Hold	4,800	–	–	0.01%	411
2022 Q3	$240K	Hold	4,800	–	–	0.01%	405
2022 Q2	$283K	Hold	4,800	–	–	0.01%	389
2022 Q1	$318K	Hold	4,800	–	–	0.01%	390
2021 Q4	$348K	Hold	4,800	–	–	0.01%	388
2021 Q3	$307K	Hold	4,800	–	–	0.01%	399
2021 Q2	$302K	Hold	4,800	–	–	0.01%	399
2021 Q1	$271K	Hold	4,800	–	–	0.01%	394
2020 Q4	$265K	Hold	4,800	–	–	0.01%	400
2020 Q3	$241K	Hold	4,800	–	–	0.01%	398
2020 Q2	$216K	Buy	+4,800	New	+$199K	0.01%	398

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AMG National Trust Bank's SPYG Position: Q1 2026 in Review

AMG National Trust Bank held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 4,800 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #380.

AMG National Trust Bank first reported a position in SPYG in Q2 2020 and has held it in 24 quarters since. The position peaked at $512K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

AMG National Trust Bank held 4,800 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $470K as of Q1 2026.
AMG National Trust Bank left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of AMG National Trust Bank's portfolio in Q1 2026, its #380 holding.
AMG National Trust Bank first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 24 quarters since.
AMG National Trust Bank's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $512K in Q4 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.