Coastal Bridge Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Coastal Bridge Advisors’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	$3.08M	Sell	25,873 -1,778	-6%	-$203K	0.19%	119
2026 Q1	$2.71M	Buy	27,651 +697	+3%	+$72.6K	0.19%	120
2025 Q4	$2.45M	Buy	26,954 +2,495	+10%	+$264K	0.18%	133
2025 Q3	$2.04M	Buy	24,459 +1,498	+7%	+$149K	0.15%	147
2025 Q2	$1.9M	Buy	22,961 +8,852	+63%	+$759K	0.16%	143
2025 Q1	$903K	Buy	+14,109	New	+$1.23M	0.08%	208

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coastal Bridge Advisors's SPYG Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.4% in Q2 2026, selling an estimated $203K and leaving 25,873 shares worth $3.08M. The position accounts for 0.19% of the portfolio, ranked #119.

Coastal Bridge Advisors first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Coastal Bridge Advisors held 25,873 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.08M as of Q2 2026.
Coastal Bridge Advisors sold 1,778 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $203K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Coastal Bridge Advisors's portfolio in Q2 2026, its #119 holding.
Coastal Bridge Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.