AWG
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Altus Wealth Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Altus Wealth Group’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 		$209K Buy
+1,759
New +$201K 0.08% 144
2021
Q2 		– Sell
-559
Closed -$33K – 158
2021
Q1 		$33K Buy
559
+464
+488% +$26K 0.03% 130
2020
Q4 		$5K Buy
+95
New +$4.99K ﹤0.01% 662

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Altus Wealth Group's SPYG Position: Q2 2026 in Review

Altus Wealth Group opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,759 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #144 among its holdings. This is a return to the name: Altus Wealth Group previously reported a position in SPYG as recently as Q1 2021.

Altus Wealth Group first reported a position in SPYG in Q4 2020 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Altus Wealth Group held 1,759 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $209K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Altus Wealth Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Altus Wealth Group's portfolio in Q2 2026, its #144 holding.
  • Altus Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.