Evergreen Capital Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Evergreen Capital 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
2025 Q4	–	Sell	-20,025	Closed	-$2.09M	–	1512
2025 Q3	$2.09M	Hold	20,025	–	–	0.05%	281
2025 Q2	$1.91M	Hold	20,025	–	–	0.06%	271
2025 Q1	$1.61M	Hold	20,025	–	–	0.05%	276
2024 Q4	$1.76M	Hold	20,025	–	–	0.06%	267
2024 Q3	$1.66M	Hold	20,025	–	–	0.06%	277
2024 Q2	$1.6M	Buy	+20,025	New	+$1.5M	0.06%	259

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Evergreen Capital Management's SPYG Position: Q4 2025 in Review

Evergreen Capital Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 20,025 shares — an estimated $2.09M sold.

Evergreen Capital Management first reported a position in SPYG in Q2 2024 and held it in 6 quarters. The position peaked at $2.09M in Q3 2025. 1,341 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

Evergreen Capital Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Capital Management sold 20,025 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $2.09M.
Evergreen Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 6 quarters.
Evergreen Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.09M in Q3 2025.
1,341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.