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 Q2	$599K	Sell	5,372 -115	-2%	-$13.1K	0.45%	35
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 $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

Northeast Planning Associates NH's SPYG Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.1% in Q2 2026, selling an estimated $13.1K and leaving 5,372 shares worth $599K. The position accounts for 0.45% of the portfolio, ranked #35.

Northeast Planning Associates NH first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Northeast Planning Associates NH held 5,372 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $599K as of Q2 2026.
Northeast Planning Associates NH sold 115 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $13.1K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.45% of Northeast Planning Associates NH's portfolio in Q2 2026, its #35 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 7 quarters since.
Northeast Planning Associates NH's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.07M in Q4 2024.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.