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

SevenBridge Financial Group’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	$1.69M	Buy	15,144 +84	+0.6%	+$8.75K	0.26%	90
2025 Q4	$1.62M	Buy	15,060 +1,787	+13%	+$189K	0.26%	96
2025 Q3	$1.42M	Buy	13,273 +2,733	+26%	+$272K	0.23%	100
2025 Q2	$1.06M	Buy	10,540 +870	+9%	+$74.6K	0.19%	117
2025 Q1	$844K	Buy	+9,670	New	+$844K	0.17%	131

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

SevenBridge Financial Group's SPYG Position: Q1 2026 in Review

SevenBridge Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.56% in Q1 2026, buying an estimated $8.75K and bringing the position to 15,144 shares worth $1.69M. The position accounts for 0.26% of the portfolio, ranked #90.

SevenBridge Financial Group 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.

SevenBridge Financial Group held 15,144 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.69M as of Q1 2026.
SevenBridge Financial Group bought 84 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $8.75K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of SevenBridge Financial Group's portfolio in Q1 2026, its #90 holding.
SevenBridge Financial Group 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 SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.