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

Legacy Edge 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 Q2	$1.2M	Sell	10,074 -358	-3%	-$40.9K	0.11%	96
2026 Q1	$1.02M	Buy	10,432 +188	+2%	+$19.6K	0.11%	96
2025 Q4	$1.09M	Buy	10,244 +473	+5%	+$50.1K	0.12%	89
2025 Q3	$1.02M	Sell	9,771 -24	-0.2%	-$2.39K	0.12%	89
2025 Q2	$934K	Sell	9,795 -3,601	-27%	-$309K	0.12%	86
2025 Q1	$1.08M	Buy	13,396 +2,402	+22%	+$210K	0.17%	71
2024 Q4	$975K	Buy	10,994 +933	+9%	+$80.6K	0.15%	74
2024 Q3	$834K	Buy	10,061 +515	+5%	+$41.2K	0.13%	83
2024 Q2	$765K	Buy	+9,546	New	+$713K	0.14%	82

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

Legacy Edge Advisors's SPYG Position: Q2 2026 in Review

Legacy Edge Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.4% in Q2 2026, selling an estimated $40.9K and leaving 10,074 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #96.

Legacy Edge Advisors first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. 1,411 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Legacy Edge Advisors held 10,074 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.2M as of Q2 2026.
Legacy Edge Advisors sold 358 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $40.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.11% of Legacy Edge Advisors's portfolio in Q2 2026, its #96 holding.
Legacy Edge Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.