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

Alerus Financial’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	$196	Sell	2 -44	-96%	-$4.58K	﹤0.01%	494
2025 Q4	$4.91K	Buy	46 +42	+1,050%	+$4.45K	﹤0.01%	407
2025 Q3	$418	Sell	4 -13	-76%	-$1.29K	﹤0.01%	518
2025 Q2	$1.62K	Buy	+17	New	+$1.46K	﹤0.01%	460

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

Alerus Financial's SPYG Position: Q1 2026 in Review

Alerus Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 96% in Q1 2026, selling an estimated $4.58K and leaving 2 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Alerus Financial first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.91K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Alerus Financial held 2 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $196 as of Q1 2026.
Alerus Financial sold 44 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $4.58K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #494 holding.
Alerus Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
Alerus Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.91K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.