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FineMark National Bank & Trust’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

FineMark National Bank & Trust’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 		$1.1M Sell
10,342
-1,019
-9% -$108K 0.03% 221
2025
Q3 		$1.19M Buy
11,361
+307
+3% +$30.6K 0.04% 215
2025
Q2 		$1.05M Buy
+11,054
New +$948K 0.04% 219
2022
Q1 		– Sell
-3,283
Closed -$238K – 469
2021
Q4 		$238K Hold
3,283
– – 0.01% 415
2021
Q3 		$210K Sell
3,283
-476
-13% -$31.4K 0.01% 415
2021
Q2 		$237K Sell
3,759
-1,916
-34% -$115K 0.01% 408
2021
Q1 		$320K Buy
+5,675
New +$318K 0.01% 342

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FineMark National Bank & Trust's SPYG Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9% in Q4 2025, selling an estimated $108K and leaving 10,342 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #221.

FineMark National Bank & Trust first reported a position in SPYG in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 1,341 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • FineMark National Bank & Trust held 10,342 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.1M as of Q4 2025.
  • FineMark National Bank & Trust sold 1,019 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $108K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of FineMark National Bank & Trust's portfolio in Q4 2025, its #221 holding.
  • FineMark National Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 7 quarters since.
  • FineMark National Bank & Trust's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.19M 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 FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.