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 Q2	$2.31M	Sell	19,386 -12,770	-40%	-$1.46M	﹤0.01%	1983
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS AM's SPYG Position: Q2 2026 in Review

UBS AM reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 40% in Q2 2026, selling an estimated $1.46M and leaving 19,386 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

UBS AM first reported a position in SPYG in Q3 2017 and has held it in 12 quarters since. The position peaked at $3.15M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

UBS AM held 19,386 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.31M as of Q2 2026.
UBS AM sold 12,770 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.46M.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1983 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 12 quarters since.
UBS AM's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.15M in Q1 2026.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.