Atria Investments’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Atria Investments’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	$6.9M	Sell	70,426 -35,171	-33%	-$3.66M	0.08%	280
2025 Q4	$11.3M	Buy	105,597 +2,317	+2%	+$246K	0.13%	170
2025 Q3	$10.8M	Sell	103,280 -4,226	-4%	-$421K	0.12%	174
2025 Q2	$10.2M	Sell	107,506 -47,530	-31%	-$4.07M	0.12%	187
2025 Q1	$12.5M	Sell	155,036 -484	-0.3%	-$42.3K	0.16%	143
2024 Q4	$13.7M	Buy	155,520 +32,103	+26%	+$2.77M	0.17%	128
2024 Q3	$10.2M	Sell	123,417 -49,489	-29%	-$3.96M	0.13%	179
2024 Q2	$13.9M	Buy	172,906 +3,245	+2%	+$242K	0.18%	124
2024 Q1	$12.4M	Buy	169,661 +81,722	+93%	+$5.69M	0.17%	135
2023 Q4	$5.72M	Buy	87,939 +47,747	+119%	+$2.94M	0.09%	262
2023 Q3	$2.38M	Buy	40,192 +8,505	+27%	+$521K	0.04%	505
2023 Q2	$1.93M	Sell	31,687 -5,996	-16%	-$343K	0.03%	569
2023 Q1	$2.09M	Buy	37,683 +2,794	+8%	+$148K	0.04%	519
2022 Q4	$1.77M	Buy	34,889 +2,147	+7%	+$112K	0.04%	557
2022 Q3	$1.64M	Buy	+32,742	New	+$1.84M	0.04%	551
2022 Q2	–	Sell	-33,995	Closed	-$2.25M	–	869
2022 Q1	$2.25M	Sell	33,995 -41,569	-55%	-$2.71M	0.04%	524
2021 Q4	$5.48M	Sell	75,564 -45,294	-37%	-$3.16M	0.1%	256
2021 Q3	$7.74M	Buy	120,858 +71,044	+143%	+$4.69M	0.14%	162
2021 Q2	$3.14M	Buy	49,814 +28,462	+133%	+$1.71M	0.06%	362
2021 Q1	$1.2M	Sell	21,352 -4,626	-18%	-$259K	0.03%	638
2020 Q4	$1.44M	Sell	25,978 -13,304	-34%	-$699K	0.03%	531
2020 Q3	$1.97M	Sell	39,282 -56,116	-59%	-$2.75M	0.06%	346
2020 Q2	$4.29M	Sell	95,398 -37,805	-28%	-$1.57M	0.15%	166
2020 Q1	$4.76M	Sell	133,203 -255,507	-66%	-$10.5M	0.37%	69
2019 Q4	$16.3M	Sell	388,710 -18,677	-5%	-$749K	0.44%	38
2019 Q3	$15.8M	Sell	407,387 -41,501	-9%	-$1.62M	0.56%	30
2019 Q2	$17.2M	Buy	448,888 +356,990	+388%	+$13.6M	0.64%	25
2019 Q1	$3.42M	Sell	91,898 -11,869	-11%	-$420K	0.14%	132
2018 Q4	$3.37M	Sell	103,767 -39,781	-28%	-$1.39M	0.15%	107
2018 Q3	$5.49M	Buy	143,548 +44,404	+45%	+$1.65M	0.22%	84
2018 Q2	$3.48M	Buy	99,144 +60,491	+156%	+$2.1M	0.15%	122
2018 Q1	$1.3M	Buy	38,653 +26,816	+227%	+$924K	0.06%	290
2017 Q4	$391K	Sell	11,837 -59	-0.5%	-$1.91K	0.02%	560
2017 Q3	$369K	Sell	11,896 -5,592	-32%	-$170K	0.02%	533
2017 Q2	$517K	Buy	+17,488	New	+$512K	0.03%	421
2016 Q2	–	Sell	-13,872	Closed	-$349K	–	502
2016 Q1	$349K	Sell	13,872 -7,660	-36%	-$182K	0.04%	336
2015 Q4	$507K	Buy	+21,532	New	+$542K	0.06%	223

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

Atria Investments's SPYG Position: Q1 2026 in Review

Atria Investments reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 33% in Q1 2026, selling an estimated $3.66M and leaving 70,426 shares worth $6.9M. The position accounts for 0.08% of the portfolio, ranked #280.

Atria Investments first reported a position in SPYG in Q4 2015 and has held it in 37 quarters since. The position peaked at $17.2M in Q2 2019. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Atria Investments held 70,426 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.9M as of Q1 2026.
Atria Investments sold 35,171 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.66M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Atria Investments's portfolio in Q1 2026, its #280 holding.
Atria Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2015 and has held it in 37 quarters since.
Atria Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $17.2M in Q2 2019.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.