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

Alta Wealth 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	$41.8M	Buy	350,980 +1,372	+0.4%	+$157K	11.32%	1
2026 Q1	$34.2M	Buy	349,608 +24,770	+8%	+$2.58M	11.12%	2
2025 Q4	$34.7M	Buy	324,838 +3,095	+1%	+$328K	11.58%	1
2025 Q3	$33.6M	Buy	321,743 +29,634	+10%	+$2.95M	12.04%	1
2025 Q2	$27.8M	Buy	292,109 +406	+0.1%	+$34.8K	13.14%	1
2025 Q1	$23.4M	Buy	291,703 +6,807	+2%	+$594K	10.76%	2
2024 Q4	$25M	Buy	284,896 +4,391	+2%	+$379K	10.96%	1
2024 Q3	$23.3M	Buy	280,505 +15,635	+6%	+$1.25M	10.63%	1
2024 Q2	$21.2M	Sell	264,870 -157	-0.1%	-$11.7K	10.59%	1
2024 Q1	$19.4M	Buy	265,027 +10,820	+4%	+$753K	9.85%	2
2023 Q4	$16.5M	Buy	254,207 +99,184	+64%	+$6.12M	9.23%	2
2023 Q3	$9.19M	Buy	155,023 +10,738	+7%	+$658K	5.63%	1
2023 Q2	$8.8M	Buy	144,285 +10,287	+8%	+$589K	5.17%	1
2023 Q1	$7.42M	Buy	133,998 +8,244	+7%	+$437K	4.68%	1
2022 Q4	$6.37M	Buy	125,754 +16,072	+15%	+$836K	4.3%	2
2022 Q3	$5.5M	Buy	109,682 +14,189	+15%	+$798K	3.93%	1
2022 Q2	$5M	Buy	95,493 +12,947	+16%	+$742K	3.46%	4
2022 Q1	$5.46M	Buy	82,546 +15,125	+22%	+$984K	3.24%	4
2021 Q4	$4.89M	Buy	67,421 +36,688	+119%	+$2.56M	3.01%	4
2021 Q3	$1.97M	Buy	30,733 +5,037	+20%	+$333K	1.43%	13
2021 Q2	$1.62M	Buy	25,696 +2,930	+13%	+$176K	1.19%	18
2021 Q1	$1.28M	Buy	22,766 +3,533	+18%	+$198K	1.07%	22
2020 Q4	$1.06M	Buy	+19,233	New	+$1.01M	0.89%	31

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alta Wealth Advisors's SPYG Position: Q2 2026 in Review

Alta Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.39% in Q2 2026, buying an estimated $157K and bringing the position to 350,980 shares worth $41.8M. The position accounts for 11.32% of the portfolio, ranked #1.

Alta Wealth Advisors first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Alta Wealth Advisors held 350,980 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $41.8M as of Q2 2026.
Alta Wealth Advisors bought 1,372 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $157K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 11.32% of Alta Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Alta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 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 Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.