ACI
SPYG icon

Alpha Cubed Investments’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$828K Buy
7,762
+2,647
+52% +$281K 0.03% 132
2025
Q3 		$535K Sell
5,115
-527
-9% -$52.5K 0.02% 173
2025
Q2 		$538K Buy
5,642
+267
+5% +$22.9K 0.02% 174
2025
Q1 		$432K Sell
5,375
-500
-9% -$43.6K 0.02% 187
2024
Q4 		$516K Hold
5,875
– – 0.02% 153
2024
Q3 		$487K Sell
5,875
-100
-2% -$7.99K 0.02% 155
2024
Q2 		$479K Hold
5,975
– – 0.02% 159
2024
Q1 		$437K Buy
5,975
+130
+2% +$9.05K 0.02% 166
2023
Q4 		$380K Sell
5,845
-325
-5% -$20K 0.02% 174
2023
Q3 		$366K Sell
6,170
-240
-4% -$14.7K 0.02% 164
2023
Q2 		$391K Sell
6,410
-505
-7% -$28.9K 0.03% 166
2023
Q1 		$383K Buy
6,915
+80
+1% +$4.24K 0.03% 173
2022
Q4 		$346K Buy
6,835
+35
+0.5% +$1.82K 0.03% 204
2022
Q3 		$341K Hold
6,800
– – 0.03% 185
2022
Q2 		$356K Hold
6,800
– – 0.03% 201
2022
Q1 		$450K Sell
6,800
-503
-7% -$32.7K 0.03% 205
2021
Q4 		$529K Hold
7,303
– – 0.03% 170
2021
Q3 		$468K Hold
7,303
– – 0.04% 172
2021
Q2 		$460K Sell
7,303
-1,232
-14% -$73.9K 0.03% 171
2021
Q1 		$481K Buy
8,535
+329
+4% +$18.4K 0.04% 160
2020
Q4 		$454K Buy
8,206
+251
+3% +$13.2K 0.04% 163
2020
Q3 		$399K Buy
7,955
+1
+0% +$49 0.04% 155
2020
Q2 		$357K Sell
7,954
-23
-0.3% -$955 0.04% 153
2020
Q1 		$285K Sell
7,977
-273
-3% -$11.2K 0.03% 164
2019
Q4 		$346K Hold
8,250
– – 0.04% 177
2019
Q3 		$321K Sell
8,250
-133
-2% -$5.2K 0.04% 174
2019
Q2 		$325K Buy
8,383
+673
+9% +$25.6K 0.04% 173
2019
Q1 		$287K Buy
7,710
+35
+0.5% +$1.24K 0.03% 180
2018
Q4 		$249K Buy
+7,675
New +$268K 0.04% 174

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Alpha Cubed Investments's SPYG Position: Q4 2025 in Review

Alpha Cubed Investments increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 52% in Q4 2025, buying an estimated $281K and bringing the position to 7,762 shares worth $828K. The position accounts for 0.03% of the portfolio, ranked #132.

Alpha Cubed Investments first reported a position in SPYG in Q4 2018 and has held it in 29 quarters since. 1,347 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Alpha Cubed Investments held 7,762 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $828K as of Q4 2025.
  • Alpha Cubed Investments bought 2,647 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $281K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Alpha Cubed Investments's portfolio in Q4 2025, its #132 holding.
  • Alpha Cubed Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.