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

AlTi Global’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	$316K	Buy	3,231 +2	+0.1%	+$208	0.01%	358
2025 Q4	$345K	Buy	3,229 +2	+0.1%	+$212	0.01%	360
2025 Q3	$337K	Buy	3,227 +1	+0%	+$100	0.01%	358
2025 Q2	$307K	Buy	3,226 +2	+0.1%	+$171	0.01%	352
2025 Q1	$259K	Buy	3,224 +2	+0.1%	+$175	0.01%	350
2024 Q4	$283K	Buy	3,222 +2	+0.1%	+$173	0.01%	349
2024 Q3	$267K	Buy	3,220 +2	+0.1%	+$160	0.01%	339
2024 Q2	$258K	Buy	3,218 +2	+0.1%	+$149	0.01%	337
2024 Q1	$235K	Buy	3,216 +2	+0.1%	+$139	0.01%	343
2023 Q4	$209K	Buy	+3,214	New	+$198K	0.01%	339

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

AlTi Global's SPYG Position: Q1 2026 in Review

AlTi Global increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.06% in Q1 2026, buying an estimated $208 and bringing the position to 3,231 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #358.

AlTi Global first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $345K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

AlTi Global held 3,231 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $316K as of Q1 2026.
AlTi Global bought 2 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $208.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of AlTi Global's portfolio in Q1 2026, its #358 holding.
AlTi Global first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
AlTi Global's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $345K 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 AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.