SCA
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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
LPL Financial San Diego, California $376B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return