Northeast Planning Associates NH’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Northeast Planning Associates NH’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 Q1	$537K	Sell	5,487 -50	-0.9%	-$5.21K	0.36%	28
2025 Q4	$591K	Sell	5,537 -50	-0.9%	-$5.3K	0.42%	28
2025 Q3	$584K	Sell	5,587 -50	-0.9%	-$4.98K	0.5%	26
2025 Q2	$537K	Sell	5,637 -94	-2%	-$8.06K	0.49%	27
2025 Q1	$461K	Sell	5,731 -6,439	-53%	-$562K	0.38%	30
2024 Q4	$1.07M	Buy	+12,170	New	+$1.05M	1.11%	16

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northeast Planning Associates NH's SPYG Position: Q1 2026 in Review

Northeast Planning Associates NH reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.9% in Q1 2026, selling an estimated $5.21K and leaving 5,487 shares worth $537K. The position accounts for 0.36% of the portfolio, ranked #28.

Northeast Planning Associates NH first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Northeast Planning Associates NH held 5,487 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $537K as of Q1 2026.
Northeast Planning Associates NH sold 50 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $5.21K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.36% of Northeast Planning Associates NH's portfolio in Q1 2026, its #28 holding.
Northeast Planning Associates NH first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Northeast Planning Associates NH's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.07M in Q4 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Northeast Planning Associates NH's 13F filing for Q1 2026, filed 27 Apr 2026.