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 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 $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

Edgestream Partners's SPYG Position: Q1 2026 in Review

Edgestream Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 46% in Q1 2026, selling an estimated $275K and leaving 3,150 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #797.

Edgestream Partners first reported a position in SPYG in Q3 2024 and has held it in 6 quarters since. The position peaked at $800K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Edgestream Partners held 3,150 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $308K as of Q1 2026.
Edgestream Partners sold 2,645 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $275K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #797 holding.
Edgestream Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 6 quarters since.
Edgestream Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $800K in Q3 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.