EFS
SPYG icon

Essex Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Essex Financial Services’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 		$834K Sell
8,519
-1,113
-12% -$116K 0.05% 326
2025
Q4 		$1.03M Sell
9,632
-1,072
-10% -$114K 0.06% 273
2025
Q3 		$1.12M Sell
10,704
-12
-0.1% -$1.2K 0.07% 242
2025
Q2 		$1.02M Buy
10,716
+1,276
+14% +$109K 0.07% 249
2025
Q1 		$759K Buy
9,440
+114
+1% +$9.95K 0.05% 291
2024
Q4 		$820K Sell
9,326
-417
-4% -$36K 0.06% 274
2024
Q3 		$827K Sell
9,743
-602
-6% -$48.1K 0.06% 282
2024
Q2 		$783K Buy
10,345
+3,037
+42% +$227K 0.06% 285
2024
Q1 		$535K Sell
7,308
-1,053
-13% -$73.3K 0.05% 312
2023
Q4 		$544K Sell
8,361
-61
-0.7% -$3.76K 0.06% 293
2023
Q3 		$499K Buy
8,422
+2
+0% +$123 0.06% 276
2023
Q2 		$514K Sell
8,420
-110
-1% -$6.3K 0.06% 273
2023
Q1 		$472K Sell
8,530
-148
-2% -$7.84K 0.05% 296
2022
Q4 		$439K Buy
8,678
+959
+12% +$49.9K 0.05% 300
2022
Q3 		$387K Buy
7,719
+111
+1% +$6.25K 0.05% 295
2022
Q2 		$398K Sell
7,608
-322
-4% -$18.5K 0.04% 310
2022
Q1 		$525K Sell
7,930
-1,801
-19% -$117K 0.05% 284
2021
Q4 		$705K Sell
9,731
-340
-3% -$23.7K 0.07% 243
2021
Q3 		$645K Sell
10,071
-917
-8% -$60.6K 0.07% 241
2021
Q2 		$620K Hold
10,988
– – 0.09% 208
2021
Q1 		$620K Buy
10,988
+6,821
+164% +$382K 0.11% 174
2020
Q4 		$230K Sell
4,167
-5,612
-57% -$295K 0.05% 286
2020
Q3 		$490K Buy
+9,779
New +$479K 0.12% 166

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B 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 $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Essex Financial Services's SPYG Position: Q1 2026 in Review

Essex Financial Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q1 2026, selling an estimated $116K and leaving 8,519 shares worth $834K. The position accounts for 0.05% of the portfolio, ranked #326.

Essex Financial Services first reported a position in SPYG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Essex Financial Services held 8,519 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $834K as of Q1 2026.
  • Essex Financial Services sold 1,113 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $116K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #326 holding.
  • Essex Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Essex Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.12M in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.