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

NewEdge 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	$1.45M	Buy	12,211 +3,829	+46%	+$438K	0.01%	553
2026 Q1	$821K	Buy	8,382 +337	+4%	+$35.1K	0.01%	674
2025 Q4	$858K	Buy	8,045 +83	+1%	+$8.8K	0.01%	676
2025 Q3	$852K	Buy	7,962 +229	+3%	+$22.8K	0.01%	602
2025 Q2	$763K	Buy	7,733 +1,315	+20%	+$113K	0.01%	594
2025 Q1	$516K	Sell	6,418 -960	-13%	-$83.8K	0.01%	641
2024 Q4	$649K	Buy	7,378 +844	+13%	+$72.9K	0.01%	577
2024 Q3	$542K	Buy	+6,534	New	+$522K	0.01%	603

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

NewEdge Wealth's SPYG Position: Q2 2026 in Review

NewEdge Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 46% in Q2 2026, buying an estimated $438K and bringing the position to 12,211 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #553.

NewEdge Wealth first reported a position in SPYG in Q3 2024 and has held it in 8 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

NewEdge Wealth held 12,211 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.45M as of Q2 2026.
NewEdge Wealth bought 3,829 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $438K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #553 holding.
NewEdge Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.