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	0.32%	76
2022 Q1	$12.5M	Buy	+188,254	New	+$12.3M	0.21%	105

Other funds holding SPYG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return