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

Atlantic Private Wealth’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 		$30.5K Hold
312
– – 0.02% 156
2025
Q4 		$33.3K Hold
312
– – 0.02% 141
2025
Q3 		$32.6K Hold
312
– – 0.02% 127
2025
Q2 		$29.7K Buy
+312
New +$26.7K 0.02% 131

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Atlantic Private Wealth's SPYG Position: Q1 2026 in Review

Atlantic Private Wealth held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 312 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #156.

Atlantic Private Wealth first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.3K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Atlantic Private Wealth held 312 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $30.5K as of Q1 2026.
  • Atlantic Private Wealth left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Atlantic Private Wealth's portfolio in Q1 2026, its #156 holding.
  • Atlantic Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $33.3K in Q4 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 Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.