LJAC
SPYG icon

L.J. Altfest & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

L.J. Altfest & Co’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
Q1 		$2.04M Sell
20,877
-4,223
-17% -$440K 0.22% 85
2025
Q4 		$2.68M Buy
25,100
+1,414
+6% +$150K 0.29% 65
2025
Q3 		$2.48M Buy
23,686
+796
+3% +$79.3K 0.28% 67
2025
Q2 		$2.18M Buy
22,890
+8,551
+60% +$733K 0.26% 69
2025
Q1 		$1.15M Buy
14,339
+306
+2% +$26.7K 0.14% 114
2024
Q4 		$1.23M Sell
14,033
-341
-2% -$29.5K 0.16% 99
2024
Q3 		$1.19M Buy
14,374
+1,812
+14% +$145K 0.16% 111
2024
Q2 		$1.01M Sell
12,562
-2,913
-19% -$218K 0.14% 116
2024
Q1 		$1.13M Sell
15,475
-1,047
-6% -$72.9K 0.16% 110
2023
Q4 		$1.07M Sell
16,522
-6,387
-28% -$394K 0.16% 114
2023
Q3 		$1.36M Buy
22,909
+528
+2% +$32.3K 0.21% 79
2023
Q2 		$1.36M Buy
22,381
+2,401
+12% +$138K 0.21% 79
2023
Q1 		$1.11M Sell
19,980
-5,960
-23% -$316K 0.17% 88
2022
Q4 		$1.31M Buy
25,940
+13,777
+113% +$717K 0.22% 74
2022
Q3 		$609K Buy
12,163
+710
+6% +$39.9K 0.11% 120
2022
Q2 		$599K Buy
11,453
+2,286
+25% +$131K 0.11% 129
2022
Q1 		$607K Sell
9,167
-1,347
-13% -$87.7K 0.11% 135
2021
Q4 		$762K Buy
10,514
+6,140
+140% +$429K 0.15% 112
2021
Q3 		$280K Sell
4,374
-597
-12% -$39.4K 0.06% 217
2021
Q2 		$313K Buy
4,971
+331
+7% +$19.9K 0.07% 203
2021
Q1 		$262K Buy
4,640
+607
+15% +$34K 0.06% 223
2020
Q4 		$223K Buy
+4,033
New +$212K 0.05% 237

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

L.J. Altfest & Co's SPYG Position: Q1 2026 in Review

L.J. Altfest & Co reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 17% in Q1 2026, selling an estimated $440K and leaving 20,877 shares worth $2.04M. The position accounts for 0.22% of the portfolio, ranked #85.

L.J. Altfest & Co first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.68M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • L.J. Altfest & Co held 20,877 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.04M as of Q1 2026.
  • L.J. Altfest & Co sold 4,223 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $440K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.22% of L.J. Altfest & Co's portfolio in Q1 2026, its #85 holding.
  • L.J. Altfest & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • L.J. Altfest & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.68M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.