EWA
SPYG icon

EverSource Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

EverSource Wealth Advisors’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 		$1.11M Sell
11,343
-115,804
-91% -$12.1M 0.03% 354
2025
Q4 		$13.6M Buy
127,147
+12,207
+11% +$1.29M 0.5% 50
2025
Q3 		$12M Buy
114,940
+2,784
+2% +$277K 0.48% 51
2025
Q2 		$10.7M Buy
112,156
+9,536
+9% +$817K 0.48% 47
2025
Q1 		$8.25M Sell
102,620
-12,529
-11% -$1.09M 0.45% 53
2024
Q4 		$10.1M Buy
115,149
+13,975
+14% +$1.21M 0.57% 39
2024
Q3 		$8.39M Sell
101,174
-6,292
-6% -$503K 0.53% 49
2024
Q2 		$8.49M Buy
107,466
+7,605
+8% +$568K 0.56% 43
2024
Q1 		$7.02M Buy
99,861
+3,579
+4% +$249K 0.55% 45
2023
Q4 		$6.26M Sell
96,282
-13,209
-12% -$815K 0.57% 42
2023
Q3 		$6.49M Buy
109,491
+9,049
+9% +$554K 0.69% 36
2023
Q2 		$6.13M Buy
100,442
+98,314
+4,620% +$5.63M 0.68% 34
2023
Q1 		$118K Buy
2,128
+132
+7% +$6.99K 0.01% 493
2022
Q4 		$101K Buy
1,996
+281
+16% +$14.6K 0.02% 505
2022
Q3 		$86K Sell
1,715
-786
-31% -$44.2K 0.02% 471
2022
Q2 		$131K Buy
2,501
+708
+39% +$40.6K 0.03% 316
2022
Q1 		$119K Sell
1,793
-274
-13% -$17.8K 0.03% 308
2021
Q4 		$150K Buy
+2,067
New +$144K 0.04% 263

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

EverSource Wealth Advisors's SPYG Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 91% in Q1 2026, selling an estimated $12.1M and leaving 11,343 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #354.

EverSource Wealth Advisors first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.6M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • EverSource Wealth Advisors held 11,343 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.11M as of Q1 2026.
  • EverSource Wealth Advisors sold 115,804 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $12.1M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #354 holding.
  • EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.6M in Q4 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 EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.