Twin Focus Capital Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Twin Focus Capital Partners’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	$21.5M	Sell	219,393 -1,460	-0.7%	-$152K	2.47%	8
2025 Q4	$23.6M	Sell	220,853 -11,232	-5%	-$1.19M	2.72%	7
2025 Q3	$24.3M	Sell	232,085 -2,413	-1%	-$240K	3.08%	6
2025 Q2	$22.4M	Sell	234,498 -7,979	-3%	-$684K	3.13%	5
2025 Q1	$19.5M	Buy	242,477 +1,884	+0.8%	+$164K	3.03%	7
2024 Q4	$21.1M	Buy	240,593 +17,044	+8%	+$1.47M	3.13%	5
2024 Q3	$18.5M	Buy	223,549 +6,777	+3%	+$542K	2.92%	7
2024 Q2	$17.4M	Buy	216,772 +28,968	+15%	+$2.16M	2.77%	8
2024 Q1	$13.7M	Buy	187,804 +15,933	+9%	+$1.11M	2.62%	8
2023 Q4	$11.2M	Sell	171,871 -11,098	-6%	-$684K	2.27%	11
2023 Q3	$10.8M	Sell	182,969 -13,221	-7%	-$810K	2.44%	8
2023 Q2	$12M	Buy	196,190 +19,553	+11%	+$1.12M	2.42%	9
2023 Q1	$9.78M	Buy	176,637 +11,987	+7%	+$635K	1.94%	14
2022 Q4	$8.34M	Buy	164,650 +61,900	+60%	+$3.22M	1.74%	16
2022 Q3	$5.15M	Buy	102,750 +9,635	+10%	+$542K	1.24%	27
2022 Q2	$4.87M	Buy	93,115 +79,520	+585%	+$4.56M	1.09%	31
2022 Q1	$900K	Buy	13,595 +8,965	+194%	+$583K	0.17%	71
2021 Q4	$336K	Buy	+4,630	New	+$323K	0.07%	152

Other funds holding SPYG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return