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

UBS AM’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	$3.15M	Buy	32,156 +25,216	+363%	+$2.63M	﹤0.01%	1810
2025 Q4	$740K	Buy	+6,940	New	+$736K	﹤0.01%	2231
2019 Q4	–	Sell	-674	Closed	-$26.2K	–	2801
2019 Q3	$26.2K	Hold	674	–	–	﹤0.01%	2763
2019 Q2	$26.1K	Buy	674 +298	+79%	+$11.3K	﹤0.01%	2737
2019 Q1	$14K	Hold	376	–	–	﹤0.01%	2690
2018 Q4	$12.2K	Hold	376	–	–	﹤0.01%	2660
2018 Q3	$14.4K	Sell	376 -887	-70%	-$32.9K	﹤0.01%	2649
2018 Q2	$44.4K	Buy	1,263 +887	+236%	+$30.8K	﹤0.01%	2605
2018 Q1	$12.6K	Hold	376	–	–	﹤0.01%	2566
2017 Q4	$12.4K	Hold	376	–	–	﹤0.01%	2494
2017 Q3	$11.6K	Buy	+376	New	+$11.4K	﹤0.01%	2453

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

UBS AM's SPYG Position: Q1 2026 in Review

UBS AM increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 363% in Q1 2026, buying an estimated $2.63M and bringing the position to 32,156 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

UBS AM first reported a position in SPYG in Q3 2017 and has held it in 11 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

UBS AM held 32,156 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.15M as of Q1 2026.
UBS AM bought 25,216 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $2.63M.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1810 holding.
UBS AM first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2017 and has held it in 11 quarters since.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.