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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
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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
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
KW
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Apella Capital's SPYG Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.4% in Q2 2026, selling an estimated $5.03K and leaving 11,080 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #328.

Apella Capital first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Apella Capital held 11,080 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.31M as of Q2 2026.
  • Apella Capital sold 44 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $5.03K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #328 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 7 quarters since.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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