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SPYG icon

Chatterton & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Chatterton & Associates’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 		$3.5M Sell
29,331
-1,798
-6% -$206K 2.06% 16
2026
Q1 		$3.24M Sell
31,129
-30,403
-49% -$3.17M 2.27% 14
2025
Q4 		$6.57M Buy
+61,532
New +$6.52M 5.62% 2

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Chatterton & Associates's SPYG Position: Q2 2026 in Review

Chatterton & Associates reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.8% in Q2 2026, selling an estimated $206K and leaving 29,331 shares worth $3.5M. The position accounts for 2.06% of the portfolio, ranked #16.

Chatterton & Associates first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.57M in Q4 2025. 905 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Chatterton & Associates held 29,331 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.5M as of Q2 2026.
  • Chatterton & Associates sold 1,798 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $206K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.06% of Chatterton & Associates's portfolio in Q2 2026, its #16 holding.
  • Chatterton & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Chatterton & Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.57M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.