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Braun-Bostich & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Braun-Bostich & Associates’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 		$6.13M Buy
62,638
+3,343
+6% +$348K 3.84% 6
2025
Q4 		$6.33M Sell
59,295
-620
-1% -$65.7K 3.91% 4
2025
Q3 		$6.26M Sell
59,915
-1,542
-3% -$154K 3.94% 4
2025
Q2 		$5.86M Sell
61,457
-6,837
-10% -$586K 4% 4
2025
Q1 		$5.49M Sell
68,294
-1,834
-3% -$160K 4.06% 5
2024
Q4 		$6.16M Sell
70,128
-3,074
-4% -$266K 4.44% 5
2024
Q3 		$6.07M Sell
73,202
-7,724
-10% -$617K 4.23% 5
2024
Q2 		$6.48M Buy
80,926
+56,184
+227% +$4.2M 4.82% 3
2024
Q1 		$1.81M Buy
+24,742
New +$1.72M 1.52% 14

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return