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

YHB Investment 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
Q2 		$8.31M Buy
69,844
+24,383
+54% +$2.79M 0.53% 51
2026
Q1 		$4.45M Sell
45,461
-4,794
-10% -$499K 0.32% 82
2025
Q4 		$5.36M Buy
50,255
+2,788
+6% +$296K 0.37% 70
2025
Q3 		$4.96M Sell
47,467
-14
-0% -$1.39K 0.36% 71
2025
Q2 		$4.52M Buy
47,481
+1,811
+4% +$155K 0.35% 74
2025
Q1 		$3.67M Buy
45,670
+3,057
+7% +$267K 0.31% 83
2024
Q4 		$3.75M Buy
42,613
+5,957
+16% +$515K 0.31% 82
2024
Q3 		$3.04M Buy
36,656
+1,204
+3% +$96.2K 0.25% 92
2024
Q2 		$2.84M Buy
35,452
+1,206
+4% +$90.1K 0.24% 97
2024
Q1 		$2.51M Sell
34,246
-1,714
-5% -$119K 0.22% 97
2023
Q4 		$2.34M Sell
35,960
-1,161
-3% -$71.6K 0.23% 96
2023
Q3 		$2.2M Buy
37,121
+1,126
+3% +$69K 0.2% 108
2023
Q2 		$2.2M Sell
35,995
-1,543
-4% -$88.4K 0.2% 110
2023
Q1 		$2.08M Sell
37,538
-715
-2% -$37.9K 0.21% 104
2022
Q4 		$1.94M Buy
38,253
+375
+1% +$19.5K 0.21% 103
2022
Q3 		$1.9M Buy
37,878
+1,135
+3% +$63.9K 0.21% 107
2022
Q2 		$1.92M Sell
36,743
-1,019
-3% -$58.4K 0.2% 111
2022
Q1 		$2.5M Buy
37,762
+2,583
+7% +$168K 0.22% 105
2021
Q4 		$2.55M Buy
35,179
+4,691
+15% +$327K 0.2% 108
2021
Q3 		$1.95M Buy
30,488
+1,708
+6% +$113K 0.17% 123
2021
Q2 		$1.81M Buy
28,780
+1,116
+4% +$66.9K 0.15% 132
2021
Q1 		$1.68M Buy
27,664
+1,434
+5% +$80.3K 0.15% 137
2020
Q4 		$1.45M Buy
26,230
+1,182
+5% +$62.1K 0.14% 136
2020
Q3 		$1.25M Buy
+25,048
New +$1.23M 0.14% 135

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

YHB Investment Advisors's SPYG Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 54% in Q2 2026, buying an estimated $2.79M and bringing the position to 69,844 shares worth $8.31M. The position accounts for 0.53% of the portfolio, ranked #51.

YHB Investment Advisors first reported a position in SPYG in Q3 2020 and has held it in 24 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • YHB Investment Advisors held 69,844 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.31M as of Q2 2026.
  • YHB Investment Advisors bought 24,383 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.79M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.53% of YHB Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.