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

Affinity Capital 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	$17M	Buy	142,897 +394	+0.3%	+$45K	2.1%	12
2026 Q1	$14M	Buy	142,503 +34,693	+32%	+$3.61M	1.96%	14
2025 Q4	$11.5M	Sell	107,810 -741	-0.7%	-$78.6K	1.59%	15
2025 Q3	$11.4M	Sell	108,551 -938	-0.9%	-$93.4K	1.75%	14
2025 Q2	$10.4M	Buy	109,489 +11,429	+12%	+$980K	1.8%	13
2025 Q1	$7.68M	Buy	98,060 +19,559	+25%	+$1.71M	1.52%	17
2024 Q4	$6.96M	Sell	78,501 -201	-0.3%	-$17.4K	1.31%	17
2024 Q3	$6.53M	Sell	78,702 -7,800	-9%	-$623K	1.26%	17
2024 Q2	$6.93M	Buy	86,502 +10,431	+14%	+$779K	1.46%	16
2024 Q1	$5.56M	Sell	76,071 -7,251	-9%	-$505K	1.24%	19
2023 Q4	$5.42M	Sell	83,322 -2,401	-3%	-$148K	1.32%	18
2023 Q3	$5.08M	Sell	85,723 -5,083	-6%	-$311K	1.39%	16
2023 Q2	$5.54M	Sell	90,806 -14,932	-14%	-$855K	1.5%	16
2023 Q1	$5.85M	Sell	105,738 -1,625	-2%	-$86K	1.82%	13
2022 Q4	$5.44M	Sell	107,363 -1,906	-2%	-$99.2K	1.86%	13
2022 Q3	$5.47M	Buy	109,269 +1,033	+1%	+$58.1K	1.91%	13
2022 Q2	$5.66M	Buy	108,236 +1,070	+1%	+$61.4K	1.93%	13
2022 Q1	$7.09M	Sell	107,166 -25,566	-19%	-$1.66M	2.22%	11
2021 Q4	$9.62M	Sell	132,732 -11,503	-8%	-$803K	2.9%	8
2021 Q3	$9.23M	Sell	144,235 -21,632	-13%	-$1.43M	3.1%	7
2021 Q2	$10.4M	Sell	165,867 -26,667	-14%	-$1.6M	3.54%	6
2021 Q1	$10.9M	Sell	192,534 -42,470	-18%	-$2.38M	3.98%	6
2020 Q4	$13M	Sell	235,004 -45,175	-16%	-$2.37M	5.28%	6
2020 Q3	$14M	Buy	280,179 +38,279	+16%	+$1.88M	7.95%	3
2020 Q2	$10.9M	Buy	241,900 +18,166	+8%	+$754K	7.1%	4
2020 Q1	$8.97M	Buy	223,734 +66,065	+42%	+$2.71M	6.55%	4
2019 Q4	$6.61M	Buy	+157,669	New	+$6.32M	4.35%	7

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

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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Affinity Capital Advisors's SPYG Position: Q2 2026 in Review

Affinity Capital Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.28% in Q2 2026, buying an estimated $45K and bringing the position to 142,897 shares worth $17M. The position accounts for 2.1% of the portfolio, ranked #12.

Affinity Capital Advisors first reported a position in SPYG in Q4 2019 and has held it in 27 quarters since. 255 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Affinity Capital Advisors held 142,897 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $17M as of Q2 2026.
Affinity Capital Advisors bought 394 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $45K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.1% of Affinity Capital Advisors's portfolio in Q2 2026, its #12 holding.
Affinity Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.