Sandy Cove Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sandy Cove Advisors’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 Q4	–	Sell	-1,914	Closed	-$200K	–	148
2025 Q3	$200K	Buy	+1,914	New	+$191K	0.06%	138
2025 Q1	–	Sell	-2,620	Closed	-$230K	–	128
2024 Q4	$230K	Sell	2,620 -60	-2%	-$5.18K	0.09%	113
2024 Q3	$222K	Buy	+2,680	New	+$214K	0.09%	114
2022 Q2	–	Sell	-1,462	Closed	-$97K	–	342
2022 Q1	$97K	Buy	1,462 +650	+80%	+$42.3K	0.08%	129
2021 Q4	$59K	Buy	+812	New	+$56.7K	0.05%	176

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Sandy Cove Advisors's SPYG Position: Q4 2025 in Review

Sandy Cove Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 1,914 shares — an estimated $200K sold.

Sandy Cove Advisors first reported a position in SPYG in Q4 2021 and held it in 5 quarters. The position peaked at $230K in Q4 2024. 1,351 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

Sandy Cove Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Sandy Cove Advisors sold 1,914 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $200K.
Sandy Cove Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 5 quarters.
Sandy Cove Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $230K in Q4 2024.
1,351 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Sandy Cove Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.