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Stonebridge Financial Group (Pennsylvania)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$28.4M Buy
238,456
+20,083
+9% +$2.3M 2.15% 14
2026
Q1 		$21.4M Buy
218,373
+150,242
+221% +$15.6M 1.76% 15
2025
Q4 		$7.27M Sell
68,131
-5,683
-8% -$602K 0.62% 40
2025
Q3 		$7.71M Sell
73,814
-32,545
-31% -$3.24M 0.68% 36
2025
Q2 		$10.1M Buy
106,359
+6,746
+7% +$578K 0.98% 30
2025
Q1 		$8.01M Buy
99,613
+3,677
+4% +$321K 0.85% 31
2024
Q4 		$8.43M Buy
+95,936
New +$8.29M 0.93% 31

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SPYG Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.2% in Q2 2026, buying an estimated $2.3M and bringing the position to 238,456 shares worth $28.4M. The position accounts for 2.15% of the portfolio, ranked #14.

Stonebridge Financial Group (Pennsylvania) first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,259 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 238,456 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $28.4M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 20,083 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.3M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.15% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #14 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,259 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.