N.E.W. Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

N.E.W. Advisory Services’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	$4.07M	Sell	34,210 -61	-0.2%	-$6.97K	0.27%	53
2026 Q1	$3.36M	Sell	34,271 -3,217	-9%	-$335K	0.25%	56
2025 Q4	$4M	Buy	37,488 +11,188	+43%	+$1.19M	0.3%	53
2025 Q3	$2.75M	Sell	26,300 -83	-0.3%	-$8.27K	0.25%	46
2025 Q2	$2.51M	Sell	26,383 -19,924	-43%	-$1.71M	0.24%	47
2025 Q1	$3.72M	Buy	46,307 +11,435	+33%	+$998K	0.28%	51
2024 Q4	$3.07M	Buy	34,872 +803	+2%	+$69.4K	0.29%	52
2024 Q3	$2.83M	Buy	34,069 +3,550	+12%	+$284K	0.28%	51
2024 Q2	$2.45M	Buy	30,519 +320	+1%	+$23.9K	0.26%	52
2024 Q1	$2.21M	Sell	30,199 -36,682	-55%	-$2.55M	0.25%	52
2023 Q4	$4.35M	Sell	66,881 -37,446	-36%	-$2.31M	0.53%	34
2023 Q3	$6.18M	Buy	104,327 +69,895	+203%	+$4.28M	0.88%	24
2023 Q2	$2.1M	Buy	34,432 +850	+3%	+$48.7K	0.29%	39
2023 Q1	$1.86M	Sell	33,582 -6,554	-16%	-$347K	0.27%	40
2022 Q4	$2.03M	Buy	40,136 +32,799	+447%	+$1.71M	0.32%	39
2022 Q3	$368K	Buy	7,337 +104	+1%	+$5.85K	0.07%	86
2022 Q2	$378K	Buy	7,233 +2,345	+48%	+$134K	0.07%	84
2022 Q1	$274K	Sell	4,888 -325	-6%	-$21.1K	0.05%	110
2021 Q4	$378K	Buy	5,213 +179	+4%	+$12.5K	0.06%	100
2021 Q3	$322K	Hold	5,034	–	–	0.05%	104
2021 Q2	$318K	Buy	5,034 +144	+3%	+$8.64K	0.05%	102
2021 Q1	$278K	Buy	4,890 +21	+0.4%	+$1.18K	0.05%	108
2020 Q4	$269K	Buy	+4,869	New	+$256K	0.06%	114

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

N.E.W. Advisory Services's SPYG Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.18% in Q2 2026, selling an estimated $6.97K and leaving 34,210 shares worth $4.07M. The position accounts for 0.27% of the portfolio, ranked #53.

N.E.W. Advisory Services first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.18M in Q3 2023. 1,076 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

N.E.W. Advisory Services held 34,210 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.07M as of Q2 2026.
N.E.W. Advisory Services sold 61 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.97K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.27% of N.E.W. Advisory Services's portfolio in Q2 2026, its #53 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.18M in Q3 2023.
1,076 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.