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

AlphaCore Capital’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	$381K	Sell	3,892 -5,576	-59%	-$581K	0.01%	629
2025 Q4	$1.01M	Sell	9,468 -2,845	-23%	-$302K	0.02%	413
2025 Q3	$1.29M	Buy	12,313 +1	+0%	+$100	0.04%	256
2025 Q2	$1.17M	Buy	12,312 +12,278	+36,112%	+$1.05M	0.04%	231
2025 Q1	$2.75K	Buy	+34	New	+$2.97K	﹤0.01%	732
2024 Q1	–	Sell	-33	Closed	-$2.14K	–	351
2023 Q4	$2.14K	Buy	+33	New	+$2.04K	﹤0.01%	373
2023 Q3	–	Sell	-33	Closed	-$2K	–	381
2023 Q2	$2K	Hold	33	–	–	﹤0.01%	337
2023 Q1	$1.81K	Hold	33	–	–	﹤0.01%	233
2022 Q4	$1.65K	Buy	+33	New	+$1.72K	﹤0.01%	171
2021 Q4	–	Sell	-1,146	Closed	-$73K	–	127
2021 Q3	$73K	Buy	+1,146	New	+$75.7K	0.04%	71
2020 Q2	–	Sell	-1,108	Closed	-$40K	–	273
2020 Q1	$40K	Buy	+1,108	New	+$45.4K	0.03%	116

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

AlphaCore Capital's SPYG Position: Q1 2026 in Review

AlphaCore Capital reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 59% in Q1 2026, selling an estimated $581K and leaving 3,892 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #629.

AlphaCore Capital first reported a position in SPYG in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.29M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

AlphaCore Capital held 3,892 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $381K as of Q1 2026.
AlphaCore Capital sold 5,576 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $581K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #629 holding.
AlphaCore Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 11 quarters since.
AlphaCore Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.29M in Q3 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.