MidAtlantic Capital Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

MidAtlantic Capital Management’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	$4.36M	Buy	44,578 +33	+0.1%	+$3.44K	3.01%	8
2025 Q4	$4.75M	Sell	44,545 -7,443	-14%	-$789K	3.04%	8
2025 Q3	$5.43M	Hold	51,988	–	–	3.71%	6
2025 Q2	$4.96M	Buy	51,988 +375	+0.7%	+$32.1K	3.52%	7
2025 Q1	$4.15M	Hold	51,613	–	–	3.26%	8
2024 Q4	$4.54M	Sell	51,613 -30	-0.1%	-$2.59K	3.32%	7
2024 Q3	$4.28M	Sell	51,643 -330	-0.6%	-$26.4K	3.13%	8
2024 Q2	$4.16M	Sell	51,973 -1,071	-2%	-$80K	3.49%	7
2024 Q1	$3.88M	Sell	53,044 -80	-0.2%	-$5.57K	3.41%	8
2023 Q4	$3.46M	Buy	+53,124	New	+$3.28M	3.36%	8

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

MidAtlantic Capital Management's SPYG Position: Q1 2026 in Review

MidAtlantic Capital Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.07% in Q1 2026, buying an estimated $3.44K and bringing the position to 44,578 shares worth $4.36M. The position accounts for 3.01% of the portfolio, ranked #8.

MidAtlantic Capital Management first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.43M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

MidAtlantic Capital Management held 44,578 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.36M as of Q1 2026.
MidAtlantic Capital Management bought 33 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.44K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.01% of MidAtlantic Capital Management's portfolio in Q1 2026, its #8 holding.
MidAtlantic Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.43M in Q3 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 MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.