Old Point Trust & Financial Services N A’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Old Point Trust & Financial Services N A’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	$3.94M	Buy	40,282 +11,135	+38%	+$1.16M	1.27%	26
2025 Q4	$3.11M	Buy	29,147 +17,516	+151%	+$1.86M	0.97%	30
2025 Q3	$1.22M	Buy	11,631 +9,511	+449%	+$947K	0.39%	58
2025 Q2	$202K	Buy	2,120 +775	+58%	+$66.4K	0.07%	126
2025 Q1	$108K	Buy	+1,345	New	+$117K	0.04%	154

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

Old Point Trust & Financial Services N A's SPYG Position: Q1 2026 in Review

Old Point Trust & Financial Services N A increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 38% in Q1 2026, buying an estimated $1.16M and bringing the position to 40,282 shares worth $3.94M. The position accounts for 1.27% of the portfolio, ranked #26.

Old Point Trust & Financial Services N A first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Old Point Trust & Financial Services N A held 40,282 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.94M as of Q1 2026.
Old Point Trust & Financial Services N A bought 11,135 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.16M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.27% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #26 holding.
Old Point Trust & Financial Services N A first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 5 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 Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.