ST
SPYG icon

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

Sabal Trust’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
2025
Q1 		$5.61M Hold
69,860
– – 0.31% 63
2024
Q4 		$6.14M Hold
69,860
– – 0.35% 61
2024
Q3 		$5.79M Buy
69,860
+28,395
+68% +$2.27M 0.32% 60
2024
Q2 		$3.32M Buy
41,465
+13,335
+47% +$996K 0.2% 72
2024
Q1 		$2.06M Buy
+28,130
New +$1.96M 0.12% 85

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Sabal Trust's SPYG Position: Q1 2025 in Review

Sabal Trust held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2025 at 69,860 shares worth $5.61M. The position accounts for 0.31% of the portfolio, ranked #63.

Sabal Trust first reported a position in SPYG in Q1 2024 and has held it in 5 quarters since. The position peaked at $6.14M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Sabal Trust held 69,860 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.61M as of Q1 2025.
  • Sabal Trust left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2025.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.31% of Sabal Trust's portfolio in Q1 2025, its #63 holding.
  • Sabal Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • Sabal Trust's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.14M in Q4 2024.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.