BB
SPYG icon

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

Berkshire 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
Q2 		$678K Sell
5,694
-412
-7% -$47.1K 0.13% 91
2026
Q1 		$598K Sell
6,106
-979
-14% -$102K 0.12% 100
2025
Q4 		$756K Sell
7,085
-501
-7% -$53.1K 0.15% 83
2025
Q3 		$793K Sell
7,586
-703
-8% -$70K 0.17% 78
2025
Q2 		$790K Sell
8,289
-1,500
-15% -$129K 0.18% 78
2025
Q1 		$787K Sell
9,789
-762
-7% -$66.5K 0.19% 80
2024
Q4 		$927K Sell
10,551
-221
-2% -$19.1K 0.22% 71
2024
Q3 		$893K Sell
10,772
-1,986
-16% -$159K 0.21% 73
2024
Q2 		$1.02M Sell
12,758
-640
-5% -$47.8K 0.26% 67
2024
Q1 		$980K Sell
13,398
-2,580
-16% -$180K 0.24% 69
2023
Q4 		$1.04M Sell
15,978
-145
-0.9% -$8.94K 0.28% 66
2023
Q3 		$956K Sell
16,123
-1,465
-8% -$89.7K 0.28% 70
2023
Q2 		$1.07M Sell
17,588
-2,179
-11% -$125K 0.3% 68
2023
Q1 		$1.09M Sell
19,767
-7,310
-27% -$387K 0.33% 66
2022
Q4 		$1.37M Sell
27,077
-5,669
-17% -$295K 0.42% 56
2022
Q3 		$1.64M Sell
32,746
-8,689
-21% -$489K 0.5% 51
2022
Q2 		$2.17M Sell
41,435
-26,986
-39% -$1.55M 0.63% 45
2022
Q1 		$4.53M Sell
68,421
-33,511
-33% -$2.18M 1.08% 24
2021
Q4 		$7.39M Sell
101,932
-2,112
-2% -$147K 1.64% 13
2021
Q3 		$6.66M Sell
104,044
-1,996
-2% -$132K 1.63% 14
2021
Q2 		$6.68M Sell
106,040
-2,265
-2% -$136K 1.61% 15
2021
Q1 		$6.11M Sell
108,305
-12,445
-10% -$697K 1.53% 17
2020
Q4 		$6.68M Buy
120,750
+823
+0.7% +$43.3K 1.66% 12
2020
Q3 		$6.01M Buy
+119,927
New +$5.88M 1.6% 14

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Berkshire Bank's SPYG Position: Q2 2026 in Review

Berkshire Bank reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.7% in Q2 2026, selling an estimated $47.1K and leaving 5,694 shares worth $678K. The position accounts for 0.13% of the portfolio, ranked #91.

Berkshire Bank first reported a position in SPYG in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.39M in Q4 2021. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Berkshire Bank held 5,694 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $678K as of Q2 2026.
  • Berkshire Bank sold 412 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $47.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of Berkshire Bank's portfolio in Q2 2026, its #91 holding.
  • Berkshire Bank first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.39M in Q4 2021.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.