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 Q2	$398K	Sell	3,344 -24	-0.7%	-$2.74K	0.19%	132
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 $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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Everstar Asset Management's SPYG Position: Q2 2026 in Review

Everstar Asset Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.71% in Q2 2026, selling an estimated $2.74K and leaving 3,344 shares worth $398K. The position accounts for 0.19% of the portfolio, ranked #132.

Everstar Asset Management first reported a position in SPYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $507K in Q4 2024. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Everstar Asset Management held 3,344 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $398K as of Q2 2026.
Everstar Asset Management sold 24 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.74K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Everstar Asset Management's portfolio in Q2 2026, its #132 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 8 quarters since.
Everstar Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $507K in Q4 2024.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.