Atomi Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Atomi Financial 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 Q1	$469K	Sell	4,787 -4,635	-49%	-$483K	0.01%	740
2025 Q4	$1.01M	Sell	9,422 -432	-4%	-$45.8K	0.03%	408
2025 Q3	$1.03M	Sell	9,854 -145	-1%	-$14.4K	0.03%	366
2025 Q2	$953K	Buy	9,999 +3,320	+50%	+$285K	0.04%	353
2025 Q1	$537K	Sell	6,679 -12,540	-65%	-$1.09M	0.02%	508
2024 Q4	$1.69M	Buy	19,219 +14,893	+344%	+$1.29M	0.09%	169
2024 Q3	$359K	Sell	4,326 -9,749	-69%	-$779K	0.02%	594
2024 Q2	$1.13M	Buy	14,075 +6,393	+83%	+$477K	0.08%	190
2024 Q1	$562K	Buy	7,682 +2,112	+38%	+$147K	0.05%	311
2023 Q4	$362K	Sell	5,570 -10,009	-64%	-$617K	0.05%	356
2023 Q3	$924K	Buy	15,579 +10,195	+189%	+$624K	0.31%	87
2023 Q2	$328K	Buy	5,384 +672	+14%	+$38.5K	0.15%	168
2023 Q1	$261K	Buy	+4,712	New	+$250K	0.15%	170

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

Atomi Financial Group's SPYG Position: Q1 2026 in Review

Atomi Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 49% in Q1 2026, selling an estimated $483K and leaving 4,787 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #740.

Atomi Financial Group first reported a position in SPYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.69M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Atomi Financial Group held 4,787 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $469K as of Q1 2026.
Atomi Financial Group sold 4,635 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $483K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #740 holding.
Atomi Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.69M in Q4 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.