AWM
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Atticus Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Atticus Wealth Management’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 		$3.79M Sell
31,866
-501
-2% -$57.3K 0.9% 18
2026
Q1 		$3.17M Sell
32,367
-458
-1% -$47.7K 0.86% 21
2025
Q4 		$3.5M Sell
32,825
-129
-0.4% -$13.7K 0.87% 20
2025
Q3 		$3.44M Sell
32,954
-6,215
-16% -$619K 0.87% 20
2025
Q2 		$3.73M Sell
39,169
-1,201
-3% -$103K 1.01% 17
2025
Q1 		$3.24M Sell
40,370
-1,673
-4% -$146K 1.06% 18
2024
Q4 		$3.7M Buy
42,043
+679
+2% +$58.7K 1.15% 18
2024
Q3 		$3.43M Sell
41,364
-2,499
-6% -$200K 1.1% 18
2024
Q2 		$3.51M Sell
43,863
-23,334
-35% -$1.74M 1.15% 16
2024
Q1 		$4.92M Sell
67,197
-92,771
-58% -$6.46M 1.61% 12
2023
Q4 		$10.4M Buy
159,968
+55,244
+53% +$3.41M 3.67% 4
2023
Q3 		$6.21M Buy
104,724
+3,898
+4% +$239K 2.38% 7
2023
Q2 		$6.15M Buy
100,826
+7,896
+8% +$452K 2.27% 8
2023
Q1 		$5.14M Buy
92,930
+92,610
+28,941% +$4.9M 1.97% 10
2022
Q4 		$16.2K Hold
320
– – 0.01% 351
2022
Q3 		$17K Hold
320
– – 0.01% 335
2022
Q2 		$17K Hold
320
– – 0.01% 364
2022
Q1 		$21K Buy
320
+157
+96% +$10.2K 0.01% 332
2021
Q4 		$12K Buy
163
+40
+33% +$2.79K ﹤0.01% 352
2021
Q3 		$8K Buy
123
+38
+45% +$2.51K ﹤0.01% 353
2021
Q2 		$5K Buy
85
+14
+20% +$840 ﹤0.01% 332
2021
Q1 		$4K Hold
71
– – ﹤0.01% 314
2020
Q4 		$4K Buy
71
+2
+3% +$105 ﹤0.01% 309
2020
Q3 		$3K Buy
69
+2
+3% +$98 ﹤0.01% 288
2020
Q2 		$3K Buy
+67
New +$2.78K ﹤0.01% 277
2020
Q1 		– Sell
-17,680
Closed -$741K – 411
2019
Q4 		$741K Buy
+17,680
New +$709K 0.47% 44

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Atticus Wealth Management's SPYG Position: Q2 2026 in Review

Atticus Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.5% in Q2 2026, selling an estimated $57.3K and leaving 31,866 shares worth $3.79M. The position accounts for 0.9% of the portfolio, ranked #18.

Atticus Wealth Management first reported a position in SPYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.4M in Q4 2023. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Atticus Wealth Management held 31,866 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.79M as of Q2 2026.
  • Atticus Wealth Management sold 501 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $57.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.9% of Atticus Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Atticus Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Atticus Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $10.4M in Q4 2023.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.