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

Evelyn Partners Asset Management’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	$35.3K	Buy	+361	New	+$37.6K	0.01%	191

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Evelyn Partners Asset Management's SPYG Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026: 361 shares worth $35.3K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings.

1,321 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Evelyn Partners Asset Management held 361 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $35.3K as of Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Evelyn Partners Asset Management position in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #191 holding.
1,321 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.