Apella Capital
SPYG icon

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

Apella Capital’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 		$1.17M Sell
9,299
-1,781
-16% -$214K 0.01% 373
2026
Q2 		$1.31M Sell
11,080
-44
-0.4% -$5.03K 0.02% 328
2026
Q1 		$1.24M Buy
11,124
+1,208
+12% +$126K 0.02% 329
2025
Q4 		$1.06M Buy
9,916
+400
+4% +$42.4K 0.02% 273
2025
Q3 		$987K Buy
9,516
+6,133
+181% +$611K 0.02% 256
2025
Q2 		$323K Buy
+3,383
New +$290K 0.01% 339
2025
Q1 		– Sell
-9,688
Closed -$852K – 394
2024
Q4 		$852K Buy
9,688
+2
+0% +$173 0.03% 175
2024
Q3 		$793K Buy
+9,686
New +$774K 0.03% 175

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital's SPYG Position: Q3 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q3 2026, selling an estimated $214K and leaving 9,299 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #373.

Apella Capital first reported a position in SPYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q2 2026. 992 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Apella Capital held 9,299 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.17M as of Q3 2026.
  • Apella Capital sold 1,781 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $214K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #373 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Apella Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.31M in Q2 2026.
  • 992 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.