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

Everstar 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	$330K	Sell	3,368 -715	-18%	-$74.5K	0.18%	140
2025 Q4	$432K	Buy	4,083 +148	+4%	+$15.7K	0.23%	121
2025 Q3	$411K	Hold	3,935	–	–	0.23%	125
2025 Q2	$375K	Sell	3,935 -1,380	-26%	-$118K	0.23%	128
2025 Q1	$427K	Sell	5,315 -454	-8%	-$39.6K	0.28%	112
2024 Q4	$507K	Hold	5,769	–	–	0.36%	71
2024 Q3	$478K	Buy	+5,769	New	+$461K	0.33%	91

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

Everstar Asset Management's SPYG Position: Q1 2026 in Review

Everstar Asset Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 18% in Q1 2026, selling an estimated $74.5K and leaving 3,368 shares worth $330K. The position accounts for 0.18% of the portfolio, ranked #140.

Everstar Asset Management first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $507K in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Everstar Asset Management held 3,368 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $330K as of Q1 2026.
Everstar Asset Management sold 715 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $74.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.18% of Everstar Asset Management's portfolio in Q1 2026, its #140 holding.
Everstar Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $507K in Q4 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.