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

Realta Investment 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 Q2	$563K	Sell	4,735 -1,137	-19%	-$130K	0.18%	125
2026 Q1	$575K	Buy	5,872 +249	+4%	+$25.9K	0.2%	115
2025 Q4	$600K	Buy	5,623 +132	+2%	+$14K	0.2%	107
2025 Q3	$574K	Sell	5,491 -147	-3%	-$14.6K	0.19%	105
2025 Q2	$537K	Buy	5,638 +1,453	+35%	+$125K	0.21%	101
2025 Q1	$336K	Buy	4,185 +536	+15%	+$46.8K	0.15%	129
2024 Q4	$326K	Buy	3,649 +1,931	+112%	+$167K	0.13%	134
2024 Q3	$146K	Sell	1,718 -2,836	-62%	-$227K	0.07%	199
2024 Q2	$365K	Sell	4,554 -394	-8%	-$29.4K	0.07%	279
2024 Q1	$362K	Sell	4,948 -19	-0.4%	-$1.32K	0.07%	288
2023 Q4	$323K	Sell	4,967 -646	-12%	-$39.8K	0.07%	298
2023 Q3	$342K	Hold	5,613	–	–	0.08%	267
2023 Q2	$342K	Buy	5,613 +550	+11%	+$31.5K	0.07%	276
2023 Q1	$280K	Sell	5,063 -85	-2%	-$4.5K	0.07%	300
2022 Q4	$261K	Buy	5,148 +554	+12%	+$28.8K	0.06%	333
2022 Q3	$230K	Buy	4,594 +509	+12%	+$28.6K	0.06%	335
2022 Q2	$215K	Buy	4,085 +187	+5%	+$10.7K	0.05%	340
2022 Q1	$258K	Buy	3,898 +624	+19%	+$40.6K	0.05%	329
2021 Q4	$237K	Buy	+3,274	New	+$229K	0.05%	368
2020 Q2	–	Sell	-5,861	Closed	-$209K	–	356
2020 Q1	$209K	Sell	5,861 -12,394	-68%	-$508K	0.09%	258
2019 Q4	$748K	Buy	18,255 +14,490	+385%	+$581K	0.2%	121
2019 Q3	$147K	Buy	3,765 +2,190	+139%	+$85.6K	0.04%	405
2019 Q2	$61K	Hold	1,575	–	–	0.02%	626
2019 Q1	$59K	Buy	+1,575	New	+$55.7K	0.03%	509

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Realta Investment Advisors's SPYG Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 19% in Q2 2026, selling an estimated $130K and leaving 4,735 shares worth $563K. The position accounts for 0.18% of the portfolio, ranked #125.

Realta Investment Advisors first reported a position in SPYG in Q1 2019 and has held it in 24 quarters since. The position peaked at $748K in Q4 2019. 467 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Realta Investment Advisors held 4,735 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $563K as of Q2 2026.
Realta Investment Advisors sold 1,137 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $130K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.18% of Realta Investment Advisors's portfolio in Q2 2026, its #125 holding.
Realta Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 24 quarters since.
Realta Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $748K in Q4 2019.
467 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.