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

Edgestream Partners’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	–	Sell	-3,150	Closed	-$308K	–	1122
2026 Q1	$308K	Sell	3,150 -2,645	-46%	-$275K	0.01%	797
2025 Q4	$618K	Sell	5,795 -1,856	-24%	-$197K	0.02%	788
2025 Q3	$800K	Buy	7,651 +5,242	+218%	+$522K	0.02%	663
2025 Q2	$230K	Buy	+2,409	New	+$207K	0.01%	811
2025 Q1	–	Sell	-3,079	Closed	-$271K	–	1053
2024 Q4	$271K	Sell	3,079 -2,208	-42%	-$191K	0.01%	776
2024 Q3	$439K	Buy	+5,287	New	+$423K	0.02%	714

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

Edgestream Partners's SPYG Position: Q2 2026 in Review

Edgestream Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 3,150 shares — an estimated $308K sold.

Edgestream Partners first reported a position in SPYG in Q3 2024 and held it in 6 quarters. The position peaked at $800K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Edgestream Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 3,150 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $308K.
Edgestream Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and held it in 6 quarters.
Edgestream Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $800K in Q3 2025.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.