BEI
SPYG icon

Benjamin Edwards Inc’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Benjamin Edwards Inc’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
Q2 		$157M Sell
1,320,719
-55,179
-4% -$6.31M 1.43% 5
2026
Q1 		$135M Buy
1,375,898
+33,329
+2% +$3.47M 1.34% 5
2025
Q4 		$143M Buy
1,342,569
+602,485
+81% +$63.9M 1.59% 4
2025
Q3 		$77.3M Buy
740,084
+91,278
+14% +$9.09M 0.87% 18
2025
Q2 		$61.8M Sell
648,806
-105,560
-14% -$9.05M 0.79% 27
2025
Q1 		$60.6M Buy
754,366
+286,141
+61% +$25M 0.85% 23
2024
Q4 		$41.2M Buy
468,225
+16,360
+4% +$1.41M 0.59% 42
2024
Q3 		$37.5M Buy
451,865
+435,481
+2,658% +$34.8M 0.55% 48
2024
Q2 		$1.31M Buy
16,384
+330
+2% +$24.6K 0.25% 108
2024
Q1 		$1.17M Buy
16,054
+3,042
+23% +$212K 0.23% 117
2023
Q4 		$847K Buy
13,012
+411
+3% +$25.3K 0.18% 145
2023
Q3 		$747K Sell
12,601
-1,317
-9% -$80.7K 0.18% 141
2023
Q2 		$849K Sell
13,918
-1,277
-8% -$73.2K 0.2% 135
2023
Q1 		$841K Sell
15,195
-1,647
-10% -$87.2K 0.21% 137
2022
Q4 		$853K Sell
16,842
-12,266
-42% -$638K 0.22% 130
2022
Q3 		$1.46M Buy
29,108
+2,687
+10% +$151K 0.44% 67
2022
Q2 		$1.38M Buy
26,421
+11,824
+81% +$678K 0.41% 74
2022
Q1 		$966K Sell
14,597
-6,516
-31% -$424K 0.28% 107
2021
Q4 		$1.53M Buy
21,113
+2,907
+16% +$203K 0.5% 58
2021
Q3 		$1.17M Buy
18,206
+2,862
+19% +$189K 0.71% 36
2021
Q2 		$966K Sell
15,344
-3,421
-18% -$205K 0.66% 53
2021
Q1 		$1.06M Sell
18,765
-14,590
-44% -$817K 0.8% 39
2020
Q4 		$1.84M Buy
33,355
+1,392
+4% +$73.2K 1.43% 9
2020
Q3 		$1.6M Sell
31,963
-4,183
-12% -$205K 1.32% 12
2020
Q2 		$1.62M Buy
+36,146
New +$1.5M 1.35% 13

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Benjamin Edwards Inc's SPYG Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4% in Q2 2026, selling an estimated $6.31M and leaving 1,320,719 shares worth $157M. The position accounts for 1.43% of the portfolio, ranked #5.

Benjamin Edwards Inc first reported a position in SPYG in Q2 2020 and has held it in 25 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Benjamin Edwards Inc held 1,320,719 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $157M as of Q2 2026.
  • Benjamin Edwards Inc sold 55,179 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.31M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.43% of Benjamin Edwards Inc's portfolio in Q2 2026, its #5 holding.
  • Benjamin Edwards Inc first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.