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

Latitude 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 Q1	$1.67M	Buy	17,012 +219	+1%	+$22.8K	0.76%	26
2025 Q4	$1.79M	Buy	16,793 +1,033	+7%	+$110K	0.79%	25
2025 Q3	$1.65M	Sell	15,760 -1,545	-9%	-$154K	0.75%	28
2025 Q2	$1.65M	Buy	17,305 +175	+1%	+$15K	0.83%	25
2025 Q1	$1.38M	Buy	17,130 +2,857	+20%	+$249K	0.8%	26
2024 Q4	$1.25M	Buy	14,273 +1,269	+10%	+$110K	0.71%	31
2024 Q3	$1.08M	Sell	13,004 -5,393	-29%	-$431K	0.61%	38
2024 Q2	$1.47M	Buy	18,397 +9,483	+106%	+$708K	0.9%	21
2024 Q1	$652K	Buy	+8,914	New	+$620K	0.41%	55
2022 Q1	–	Sell	-4,000	Closed	-$290K	–	359
2021 Q4	$290K	Buy	4,000 +507	+15%	+$35.4K	0.08%	231
2021 Q3	$224K	Buy	+3,493	New	+$231K	0.07%	258

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Latitude Advisors's SPYG Position: Q1 2026 in Review

Latitude Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q1 2026, buying an estimated $22.8K and bringing the position to 17,012 shares worth $1.67M. The position accounts for 0.76% of the portfolio, ranked #26.

Latitude Advisors first reported a position in SPYG in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Latitude Advisors held 17,012 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.67M as of Q1 2026.
Latitude Advisors bought 219 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $22.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.76% of Latitude Advisors's portfolio in Q1 2026, its #26 holding.
Latitude Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 11 quarters since.
Latitude Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.79M 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 Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.