AFG
SPYG icon

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
Q2 		$1.04M Buy
8,745
+3,958
+83% +$452K 0.03% 456
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atomi Financial Group's SPYG Position: Q2 2026 in Review

Atomi Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 83% in Q2 2026, buying an estimated $452K and bringing the position to 8,745 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #456.

Atomi Financial Group first reported a position in SPYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.69M in Q4 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Atomi Financial Group held 8,745 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.04M as of Q2 2026.
  • Atomi Financial Group bought 3,958 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $452K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #456 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 14 quarters since.
  • Atomi Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.69M in Q4 2024.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.