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New Century Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

New Century Financial Group’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 		– Sell
-4,649
Closed -$486K – 51
2025
Q3 		$486K Sell
4,649
-1,231
-21% -$123K 0.86% 42
2025
Q2 		$560K Sell
5,880
-25,822
-81% -$2.21M 0.66% 47
2025
Q1 		$2.55M Sell
31,702
-27,988
-47% -$2.44M 2.95% 5
2024
Q4 		$5.33M Buy
59,690
+26,442
+80% +$2.28M 2.27% 6
2024
Q3 		$2.76M Sell
33,248
-11,992
-27% -$959K 1.01% 13
2024
Q2 		$3.63M Buy
+45,240
New +$3.38M 1.54% 9

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

New Century Financial Group's SPYG Position: Q4 2025 in Review

New Century Financial Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 4,649 shares — an estimated $486K sold.

New Century Financial Group first reported a position in SPYG in Q2 2024 and held it in 6 quarters. The position peaked at $5.33M in Q4 2024. 1,349 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • New Century Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 4,649 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $486K.
  • New Century Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 6 quarters.
  • New Century Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.33M in Q4 2024.
  • 1,349 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.