What SPDR Portfolio S&P 500 Growth (SPYG) Sold: NVIDIA Leads on Nov. 10 GuruFocus News Thu, November 12, 2026 at 6:05 AM EST 3 min read SPYG -1.15% MSFT -0.17% NVDA -7.59% AAPL +0.53% GOOGM 0.00% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) posted a one-sided session of ETF activity on Tuesday, Nov. 10, selling $252.2 million of stock and buying none. The fund trimmed 152 positions and added to none, leaving net flows at -$252.2 million against $53.24 billion in assets.
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Its largest sells by dollar value were NVDA ($30.1 million), MSFT ($29.2 million) and AAPL ($18.7 million).
NVIDIA (NVDA) led the selling with 178,266 shares sold, a $30.1 million reduction that left the stock at 11.93% of assets. Microsoft (MSFT) followed at -$29.2 million on -54,722 shares, with Apple (AAPL) at -$18.7 million, Alphabet (GOOGL) at -$12.4 million and Broadcom (AVGO) at -$11.6 million. No new positions were opened and no holdings were fully exited.
The fund is an Equity US fund holding 153 stocks, with 59.2% of assets in its 10 largest holdings. Technology accounts for 51.0% of classified stocks, Communication Services 14.3% and Financial Services 10.0%, and the portfolio is 100.0% large-cap. It charges 0.04% and its top holdings are NVIDIA at 11.93%, Microsoft at 11.56%, Apple at 7.42%, Alphabet at 4.92% and Broadcom at 4.61%. It has a GF Score of 91, a P/E of 25.31, a P/B of 7.31, a dividend yield of 0.51% and a year-to-date return of 9.3%.
Technology 51.0%, Communication Services 14.3%, Financial Services 10.0%
NVDA (11.93%), MSFT (11.56%), AAPL (7.42%), GOOGL (4.92%), AVGO (4.61%)
See the full State Street SPDR Portfolio S&P 500 Growth ETF profile, or compare it with similar funds in the ETF Screener. Its biggest sell this time, NVDA, has its own GF Value page and stock summary.
With every position reduced and none increased, watch whether the next update shows continued broad trimming or a return to adding to top names such as NVIDIA and Microsoft.
Based on holdings changes reported by State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Nov. 10, 2026, US-listed stocks only.
See which funds are buying and selling on GuruFocus ETF Trends, or find and compare funds with the ETF Screener.
Sector Trends: Technology bought most, Utilities sold most on Nov. 10
Apple (NASDAQ:AAPL) Sees $460.3 Million in Net ETF Buying on Nov. 10
ETFs Are Buying Microsoft (NASDAQ:MSFT) on Nov. 10
Broadcom (NASDAQ:AVGO) Sees $125.4 Million in Net ETF Buying on Nov. 10
NVIDIA (NASDAQ:NVDA) Sees $115.9 Million in Net ETF Buying on Tuesday
