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SPYG icon

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

Nvest Financial’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 		$5.09M Buy
52,032
+7,923
+18% +$825K 1.9% 16
2025
Q4 		$4.71M Buy
44,109
+11,228
+34% +$1.19M 1.96% 15
2025
Q3 		$3.44M Sell
32,881
-10,704
-25% -$1.07M 1.97% 15
2025
Q2 		$4.15M Buy
43,585
+7,703
+21% +$660K 2.16% 12
2025
Q1 		$2.88M Sell
35,882
-849
-2% -$74.1K 1.54% 22
2024
Q4 		$3.23M Buy
36,731
+6,318
+21% +$546K 1.64% 17
2024
Q3 		$2.52M Buy
30,413
+177
+0.6% +$14.1K 1.44% 21
2024
Q2 		$2.42M Buy
30,236
+2,647
+10% +$198K 1.49% 20
2024
Q1 		$2.02M Sell
27,589
-553
-2% -$38.5K 1.34% 26
2023
Q4 		$1.83M Buy
28,142
+2,668
+10% +$165K 1.44% 22
2023
Q3 		$1.51M Sell
25,474
-523
-2% -$32K 1.41% 23
2023
Q2 		$1.59M Buy
25,997
+2,821
+12% +$162K 1.39% 22
2023
Q1 		$1.28M Buy
23,176
+276
+1% +$14.6K 1.34% 27
2022
Q4 		$1.16M Buy
22,900
+78
+0.3% +$4.06K 1.45% 26
2022
Q3 		$1.14M Sell
22,822
-22
-0.1% -$1.24K 1.62% 23
2022
Q2 		$1.19M Sell
22,844
-1,400
-6% -$80.3K 1.25% 29
2022
Q1 		$1.6M Buy
+24,244
New +$1.58M 1.32% 24

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Nvest Financial's SPYG Position: Q1 2026 in Review

Nvest Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 18% in Q1 2026, buying an estimated $825K and bringing the position to 52,032 shares worth $5.09M. The position accounts for 1.9% of the portfolio, ranked #16.

Nvest Financial first reported a position in SPYG in Q1 2022 and has held it in 17 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Nvest Financial held 52,032 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.09M as of Q1 2026.
  • Nvest Financial bought 7,923 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $825K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.9% of Nvest Financial's portfolio in Q1 2026, its #16 holding.
  • Nvest Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.