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

Rialto Wealth 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	$1.81M	Sell	18,502 -210	-1%	-$21.9K	0.41%	53
2025 Q4	$2M	Sell	18,712 -313	-2%	-$33.2K	0.48%	46
2025 Q3	$1.99M	Buy	19,025 +74	+0.4%	+$7.37K	0.51%	43
2025 Q2	$1.81M	Sell	18,951 -6	-0%	-$514	0.5%	49
2025 Q1	$1.52M	Sell	18,957 -54	-0.3%	-$4.71K	0.48%	52
2024 Q4	$1.67M	Buy	+19,011	New	+$1.64M	0.55%	48

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

Rialto Wealth Management's SPYG Position: Q1 2026 in Review

Rialto Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q1 2026, selling an estimated $21.9K and leaving 18,502 shares worth $1.81M. The position accounts for 0.41% of the portfolio, ranked #53.

Rialto Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Rialto Wealth Management held 18,502 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.81M as of Q1 2026.
Rialto Wealth Management sold 210 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $21.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.41% of Rialto Wealth Management's portfolio in Q1 2026, its #53 holding.
Rialto Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2M in Q4 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.