Cerro Pacific Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cerro Pacific Wealth Advisors’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	$1.34M	Sell	11,287 -2,302	-17%	-$263K	0.3%	60
2026 Q1	$1.33M	Buy	13,589 +559	+4%	+$58.2K	0.35%	59
2025 Q4	$1.39M	Buy	13,030 +47	+0.4%	+$4.98K	0.37%	56
2025 Q3	$1.36M	Sell	12,983 -1,362	-9%	-$136K	0.37%	57
2025 Q2	$1.37M	Buy	+14,345	New	+$1.23M	0.38%	58

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 22.9% 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

Cerro Pacific Wealth Advisors's SPYG Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 17% in Q2 2026, selling an estimated $263K and leaving 11,287 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #60.

Cerro Pacific Wealth Advisors first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Cerro Pacific Wealth Advisors held 11,287 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.34M as of Q2 2026.
Cerro Pacific Wealth Advisors sold 2,302 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $263K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.3% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Cerro Pacific Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Cerro Pacific Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.39M in Q4 2025.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.