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

CarsonAllaria 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	$29.7M	Buy	249,537 +8,436	+3%	+$964K	12.87%	1
2026 Q1	$23.6M	Buy	241,101 +13,807	+6%	+$1.44M	11.66%	2
2025 Q4	$24.3M	Buy	227,294 +4,169	+2%	+$442K	12.03%	1
2025 Q3	$23.3M	Buy	223,125 +6,784	+3%	+$676K	12.13%	1
2025 Q2	$20.6M	Buy	216,341 +6,458	+3%	+$554K	11.06%	1
2025 Q1	$16.9M	Buy	209,883 +4,626	+2%	+$404K	9.77%	2
2024 Q4	$18M	Buy	205,257 +702	+0.3%	+$60.7K	10.33%	2
2024 Q3	$17M	Sell	204,555 -9,024	-4%	-$721K	9.73%	2
2024 Q2	$17.1M	Buy	213,579 +1,808	+0.9%	+$135K	10.47%	2
2024 Q1	$15.5M	Buy	211,771 +26,886	+15%	+$1.87M	9.74%	2
2023 Q4	$12M	Buy	184,885 +7,570	+4%	+$467K	8.62%	3
2023 Q3	$10.5M	Buy	177,315 +3,960	+2%	+$243K	8.54%	3
2023 Q2	$10.6M	Buy	173,355 +4,521	+3%	+$259K	8.32%	3
2023 Q1	$9.35M	Buy	168,834 +4,224	+3%	+$224K	7.88%	3
2022 Q4	$8.34M	Buy	164,610 +5,644	+4%	+$294K	7.3%	3
2022 Q3	$7.96M	Buy	158,966 +9,971	+7%	+$561K	7.4%	2
2022 Q2	$7.79M	Buy	148,995 +9,142	+7%	+$524K	7.27%	2
2022 Q1	$9.26M	Buy	139,853 +16,857	+14%	+$1.1M	8.29%	2
2021 Q4	$8.91M	Buy	+122,996	New	+$8.59M	7.88%	2

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

CarsonAllaria Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.5% in Q2 2026, buying an estimated $964K and bringing the position to 249,537 shares worth $29.7M. The position accounts for 12.87% of the portfolio, ranked #1.

CarsonAllaria Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

CarsonAllaria Wealth Management held 249,537 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $29.7M as of Q2 2026.
CarsonAllaria Wealth Management bought 8,436 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $964K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 12.87% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #1 holding.
CarsonAllaria Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.