Naviter Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Naviter Wealth’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	$520K	Buy	+4,366	New	+$499K	0.05%	218
2026 Q1	–	Sell	-2,031	Closed	-$217K	–	286
2025 Q4	$217K	Buy	+2,031	New	+$215K	0.03%	264
2022 Q4	–	Sell	-5,800	Closed	-$291K	–	202
2022 Q3	$291K	Buy	+5,800	New	+$326K	0.12%	161

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 22.96% 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

Naviter Wealth's SPYG Position: Q2 2026 in Review

Naviter Wealth opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 4,366 shares worth $520K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in SPYG as recently as Q4 2025.

Naviter Wealth first reported a position in SPYG in Q3 2022 and has held it in 3 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Naviter Wealth held 4,366 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $520K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Naviter Wealth position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Naviter Wealth's portfolio in Q2 2026, its #218 holding.
Naviter Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 3 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.