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

Sterling Manor Financial’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	$9.28M	Sell	94,787 -10,980	-10%	-$1.14M	5.8%	7
2025 Q4	$11.3M	Sell	105,767 -946	-0.9%	-$100K	7.04%	5
2025 Q3	$11.2M	Sell	106,713 -22,273	-17%	-$2.22M	7.03%	5
2025 Q2	$12.3M	Sell	128,986 -4,581	-3%	-$393K	8.2%	4
2025 Q1	$10.7M	Sell	133,567 -46,515	-26%	-$4.06M	7.67%	5
2024 Q4	$15.8M	Sell	180,082 -3,489	-2%	-$301K	11.04%	2
2024 Q3	$15.2M	Sell	183,571 -7,154	-4%	-$572K	10.31%	2
2024 Q2	$15.3M	Sell	190,725 -6,738	-3%	-$503K	11.63%	3
2024 Q1	$14.4M	Buy	197,463 +10,443	+6%	+$727K	10.85%	4
2023 Q4	$12.2M	Buy	187,020 +74,263	+66%	+$4.58M	10.3%	2
2023 Q3	$6.68M	Buy	112,757 +19,190	+21%	+$1.18M	6.05%	8
2023 Q2	$5.71M	Buy	+93,567	New	+$5.36M	4.82%	9

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 $424B AUM 22.96% 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 $9.42B AUM 17.63% 1-Year Est. Return

Sterling Manor Financial's SPYG Position: Q1 2026 in Review

Sterling Manor Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 10% in Q1 2026, selling an estimated $1.14M and leaving 94,787 shares worth $9.28M. The position accounts for 5.8% of the portfolio, ranked #7.

Sterling Manor Financial first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $15.8M in Q4 2024. 1,318 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Sterling Manor Financial held 94,787 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.28M as of Q1 2026.
Sterling Manor Financial sold 10,980 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.14M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 5.8% of Sterling Manor Financial's portfolio in Q1 2026, its #7 holding.
Sterling Manor Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Sterling Manor Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.8M in Q4 2024.
1,318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.