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 Q3	$38.4K	Hold	312	–	–	0.02%	133
2026 Q2	$37.1K	Hold	312	–	–	0.02%	140
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Atlantic Private Wealth's SPYG Position: Q3 2026 in Review

Atlantic Private Wealth held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 312 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #133.

Atlantic Private Wealth first reported a position in SPYG in Q2 2025 and has held it in 6 quarters since. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Atlantic Private Wealth held 312 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $38.4K as of Q3 2026.
Atlantic Private Wealth left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Atlantic Private Wealth's portfolio in Q3 2026, its #133 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 6 quarters since.
1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.