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

Sovran 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
2026 Q1	$454K	Sell	4,041 -399	-9%	-$41.5K	0.04%	383
2025 Q4	$476K	Sell	4,440 -554	-11%	-$58.7K	0.04%	356
2025 Q3	$538K	Sell	4,994 -617	-11%	-$61.5K	0.05%	321
2025 Q2	$534K	Sell	5,611 -5,773	-51%	-$495K	0.06%	308
2025 Q1	$872K	Buy	11,384 +162	+1%	+$14.1K	0.11%	191
2024 Q4	$977K	Buy	+11,222	New	+$970K	0.14%	154

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

Sovran Advisors's SPYG Position: Q1 2026 in Review

Sovran Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9% in Q1 2026, selling an estimated $41.5K and leaving 4,041 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #383.

Sovran Advisors first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $977K in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Sovran Advisors held 4,041 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $454K as of Q1 2026.
Sovran Advisors sold 399 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $41.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Sovran Advisors's portfolio in Q1 2026, its #383 holding.
Sovran Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Sovran Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $977K in Q4 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.