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 Q2	$2.59M	Buy	21,734 +857	+4%	+$98K	0.25%	67
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 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

L.J. Altfest & Co's SPYG Position: Q2 2026 in Review

L.J. Altfest & Co increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.1% in Q2 2026, buying an estimated $98K and bringing the position to 21,734 shares worth $2.59M. The position accounts for 0.25% of the portfolio, ranked #67.

L.J. Altfest & Co first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.68M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

L.J. Altfest & Co held 21,734 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.59M as of Q2 2026.
L.J. Altfest & Co bought 857 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $98K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of L.J. Altfest & Co's portfolio in Q2 2026, its #67 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 23 quarters since.
L.J. Altfest & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.68M in Q4 2025.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.