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SPYG icon

Bradley Foster & Sargent’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bradley Foster & Sargent’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 		– Sell
-2,624
Closed -$280K – 537
2025
Q4 		$280K Buy
2,624
+251
+11% +$26.6K ﹤0.01% 472
2025
Q3 		$248K Sell
2,373
-400
-14% -$39.8K ﹤0.01% 496
2025
Q2 		$264K Sell
2,773
-740
-21% -$63.4K ﹤0.01% 481
2025
Q1 		$282K Sell
3,513
-325
-8% -$28.4K ﹤0.01% 407
2024
Q4 		$337K Buy
+3,838
New +$332K 0.01% 403

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

Bradley Foster & Sargent's SPYG Position: Q1 2026 in Review

Bradley Foster & Sargent sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 2,624 shares — an estimated $280K sold.

Bradley Foster & Sargent first reported a position in SPYG in Q4 2024 and held it in 5 quarters. The position peaked at $337K in Q4 2024. 1,319 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Bradley Foster & Sargent reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Bradley Foster & Sargent sold 2,624 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $280K.
  • Bradley Foster & Sargent first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and held it in 5 quarters.
  • Bradley Foster & Sargent's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $337K in Q4 2024.
  • 1,319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.