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SPYG icon

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

Avestar 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 		$17.2M Buy
144,829
+6,171
+4% +$705K 0.96% 17
2026
Q1 		$13.6M Buy
138,658
+2,020
+1% +$210K 0.87% 22
2025
Q4 		$14.6M Sell
136,638
-20,364
-13% -$2.16M 0.94% 20
2025
Q3 		$16.4M Buy
157,002
+5,429
+4% +$541K 1.07% 16
2025
Q2 		$14.4M Buy
151,573
+30,556
+25% +$2.62M 0.99% 18
2025
Q1 		$9.73M Sell
121,017
-29,155
-19% -$2.55M 0.84% 22
2024
Q4 		$13.2M Sell
150,172
-3,769
-2% -$326K 1.12% 15
2024
Q3 		$12.8M Sell
153,941
-11,577
-7% -$925K 1.31% 14
2024
Q2 		$13.3M Buy
165,518
+2,932
+2% +$219K 1.36% 17
2024
Q1 		$11.9M Buy
162,586
+71,173
+78% +$4.95M 1.25% 18
2023
Q4 		$5.95M Buy
91,413
+23,425
+34% +$1.44M 0.67% 30
2023
Q3 		$4.03M Buy
67,988
+49,223
+262% +$3.02M 0.57% 46
2023
Q2 		$1.14M Buy
+18,765
New +$1.07M 0.18% 66

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

Avestar Capital's SPYG Position: Q2 2026 in Review

Avestar Capital increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.5% in Q2 2026, buying an estimated $705K and bringing the position to 144,829 shares worth $17.2M. The position accounts for 0.96% of the portfolio, ranked #17.

Avestar Capital first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Avestar Capital held 144,829 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $17.2M as of Q2 2026.
  • Avestar Capital bought 6,171 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $705K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.96% of Avestar Capital's portfolio in Q2 2026, its #17 holding.
  • Avestar Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.