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

Atria Wealth Solutions’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
2025 Q2	$19.9M	Sell	208,623 -71,371	-25%	-$6.12M	0.45%	37
2025 Q1	$22.5M	Sell	279,994 -163,102	-37%	-$14.2M	0.27%	78
2024 Q4	$38.9M	Buy	443,096 +146,396	+49%	+$12.6M	0.43%	41
2024 Q3	$24.6M	Sell	296,700 -144,496	-33%	-$11.5M	0.27%	79
2024 Q2	$35.4M	Buy	441,196 +118,964	+37%	+$8.89M	0.39%	44
2024 Q1	$23.6M	Buy	322,232 +13,186	+4%	+$918K	0.27%	77
2023 Q4	$20.1M	Sell	309,046 -95,582	-24%	-$5.89M	0.25%	82
2023 Q3	$24M	Buy	404,628 +58,441	+17%	+$3.58M	0.34%	57
2023 Q2	$21.1M	Sell	346,187 -3,170	-0.9%	-$182K	0.29%	74
2023 Q1	$19.3M	Sell	349,357 -30,816	-8%	-$1.63M	0.29%	78
2022 Q4	$19.3M	Sell	380,173 -2,197	-0.6%	-$114K	0.31%	73
2022 Q3	$19.2M	Buy	382,370 +74,795	+24%	+$4.21M	0.33%	64
2022 Q2	$16.1M	Buy	307,575 +119,321	+63%	+$6.84M	0.3%	76
2022 Q1	$12.5M	Buy	+188,254	New	+$12.3M	0.21%	105

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Atria Wealth Solutions's SPYG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q2 2025, selling an estimated $6.12M and leaving 208,623 shares worth $19.9M. The position accounts for 0.45% of the portfolio, ranked #37.

Atria Wealth Solutions first reported a position in SPYG in Q1 2022 and has held it in 14 quarters since. The position peaked at $38.9M in Q4 2024. 1,169 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

Atria Wealth Solutions held 208,623 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $19.9M as of Q2 2025.
Atria Wealth Solutions sold 71,371 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $6.12M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.45% of Atria Wealth Solutions's portfolio in Q2 2025, its #37 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $38.9M in Q4 2024.
1,169 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.