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 Q2	$2.09M	Buy	16,971 +1,827	+12%	+$209K	0.31%	86
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

SevenBridge Financial Group's SPYG Position: Q2 2026 in Review

SevenBridge Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, buying an estimated $209K and bringing the position to 16,971 shares worth $2.09M. The position accounts for 0.31% of the portfolio, ranked #86.

SevenBridge Financial Group first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

SevenBridge Financial Group held 16,971 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.09M as of Q2 2026.
SevenBridge Financial Group bought 1,827 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $209K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.31% of SevenBridge Financial Group's portfolio in Q2 2026, its #86 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 6 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.