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 Q3	$2.05M	Buy	16,643 +179	+1%	+$21.5K	0.63%	30
2026 Q2	$1.96M	Sell	16,464 -548	-3%	-$62.6K	0.78%	29
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 $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Latitude Advisors's SPYG Position: Q3 2026 in Review

Latitude Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q3 2026, buying an estimated $21.5K and bringing the position to 16,643 shares worth $2.05M. The position accounts for 0.63% of the portfolio, ranked #30.

Latitude Advisors first reported a position in SPYG in Q3 2021 and has held it in 13 quarters since. 1,159 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Latitude Advisors held 16,643 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.05M as of Q3 2026.
Latitude Advisors bought 179 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $21.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.63% of Latitude Advisors's portfolio in Q3 2026, its #30 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 13 quarters since.
1,159 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.