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SPYG icon

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

NewEdge 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 		$45.7M Sell
384,104
-35,853
-9% -$4.1M 0.14% 151
2026
Q1 		$41.1M Buy
419,957
+93,578
+29% +$9.74M 0.15% 143
2025
Q4 		$34.8M Buy
326,379
+654
+0.2% +$69.3K 0.13% 159
2025
Q3 		$34M Buy
325,725
+31,387
+11% +$3.13M 0.15% 126
2025
Q2 		$28.1M Sell
294,338
-33,738
-10% -$2.89M 0.14% 140
2025
Q1 		$26.4M Buy
328,076
+5,481
+2% +$478K 0.16% 131
2024
Q4 		$28.4M Sell
322,595
-33,623
-9% -$2.91M 0.17% 123
2024
Q3 		$29.5M Sell
356,218
-14,961
-4% -$1.2M 0.19% 117
2024
Q2 		$29.7M Buy
371,179
+46,991
+14% +$3.51M 0.22% 102
2024
Q1 		$23.7M Sell
324,188
-97,002
-23% -$6.75M 0.21% 104
2023
Q4 		$27.8M Sell
421,190
-112,380
-21% -$6.93M 0.26% 88
2023
Q3 		$31.6M Buy
533,570
+25,993
+5% +$1.59M 0.35% 74
2023
Q2 		$31M Sell
507,577
-6,437
-1% -$369K 0.35% 76
2023
Q1 		$28.3M Sell
514,014
-17,007
-3% -$901K 0.35% 73
2022
Q4 		$24.6M Buy
531,021
+62,535
+13% +$3.25M 0.66% 28
2022
Q3 		$23.5M Sell
468,486
-137,560
-23% -$7.74M 0.39% 64
2022
Q2 		$31.7M Buy
606,046
+40,113
+7% +$2.3M 0.52% 38
2022
Q1 		$37.5M Buy
565,933
+22,427
+4% +$1.46M 0.6% 32
2021
Q4 		$39.4M Buy
543,506
+532,130
+4,678% +$37.1M 0.59% 26
2021
Q3 		$728K Sell
11,376
-594
-5% -$39.2K 0.02% 637
2021
Q2 		$754K Buy
11,970
+1,883
+19% +$113K 0.02% 608
2021
Q1 		$569K Sell
10,087
-940
-9% -$52.7K 0.02% 627
2020
Q4 		$610K Sell
11,027
-1,125
-9% -$59.1K 0.02% 556
2020
Q3 		$609K Sell
12,152
-41,764
-77% -$2.05M 0.02% 513
2020
Q2 		$2.42M Buy
53,916
+3,250
+6% +$135K 0.09% 201
2020
Q1 		$1.81M Sell
50,666
-242
-0.5% -$9.91K 0.09% 210
2019
Q4 		$2.13M Buy
+50,908
New +$2.04M 0.08% 232

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

NewEdge Advisors's SPYG Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.5% in Q2 2026, selling an estimated $4.1M and leaving 384,104 shares worth $45.7M. The position accounts for 0.14% of the portfolio, ranked #151.

NewEdge Advisors first reported a position in SPYG in Q4 2019 and has held it in 27 quarters since. 1,249 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • NewEdge Advisors held 384,104 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $45.7M as of Q2 2026.
  • NewEdge Advisors sold 35,853 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $4.1M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of NewEdge Advisors's portfolio in Q2 2026, its #151 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.