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 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	0.22%	109

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Coastal Bridge Advisors's SPYG Position: Q1 2026 in Review

Coastal Bridge Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.6% in Q1 2026, buying an estimated $72.6K and bringing the position to 27,651 shares worth $2.71M. The position accounts for 0.19% of the portfolio, ranked #120.

Coastal Bridge Advisors first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Coastal Bridge Advisors held 27,651 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.71M as of Q1 2026.
Coastal Bridge Advisors bought 697 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $72.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Coastal Bridge Advisors's portfolio in Q1 2026, its #120 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 5 quarters since.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.