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 Q3	$10.6M	Sell	86,095 -58,734	-41%	-$7.05M	0.84%	26
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	$9.7M	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	1.35%	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Avestar Capital's SPYG Position: Q3 2026 in Review

Avestar Capital reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 41% in Q3 2026, selling an estimated $7.05M and leaving 86,095 shares worth $10.6M. The position accounts for 0.84% of the portfolio, ranked #26.

Avestar Capital first reported a position in SPYG in Q2 2023 and has held it in 14 quarters since. The position peaked at $17.2M in Q2 2026. 908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Avestar Capital held 86,095 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.6M as of Q3 2026.
Avestar Capital sold 58,734 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $7.05M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.84% of Avestar Capital's portfolio in Q3 2026, its #26 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 14 quarters since.
Avestar Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $17.2M in Q2 2026.
908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.