Verdence Capital Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Verdence Capital Advisors’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	$963K	Sell	9,839 -3,706	-27%	-$386K	0.06%	294
2025 Q4	$1.45M	Sell	13,545 -3,574	-21%	-$379K	0.09%	218
2025 Q3	$1.85M	Buy	17,119 +7,245	+73%	+$722K	0.11%	188
2025 Q2	$941K	Sell	9,874 -3,473	-26%	-$298K	0.06%	273
2025 Q1	$1.07M	Sell	13,347 -2,408	-15%	-$210K	0.08%	234
2024 Q4	$1.38M	Sell	15,755 -11,238	-42%	-$971K	0.11%	207
2024 Q3	$2.24M	Buy	26,993 +4,384	+19%	+$350K	0.18%	147
2024 Q2	$1.81M	Buy	+22,609	New	+$1.69M	0.16%	159

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

Verdence Capital Advisors's SPYG Position: Q1 2026 in Review

Verdence Capital Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 27% in Q1 2026, selling an estimated $386K and leaving 9,839 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #294.

Verdence Capital Advisors first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.24M in Q3 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Verdence Capital Advisors held 9,839 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $963K as of Q1 2026.
Verdence Capital Advisors sold 3,706 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $386K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Verdence Capital Advisors's portfolio in Q1 2026, its #294 holding.
Verdence Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Verdence Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.24M in Q3 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.