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

Caldwell Sutter 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 Q1	$101K	Hold	1,029	–	–	0.04%	289
2025 Q4	$110K	Buy	1,029 +29	+3%	+$3.07K	0.05%	275
2025 Q3	$105K	Hold	1,000	–	–	0.04%	279
2025 Q2	$95.3K	Hold	1,000	–	–	0.04%	286
2025 Q1	$80.4K	Hold	1,000	–	–	0.04%	297
2024 Q4	$87.9K	Hold	1,000	–	–	0.04%	287
2024 Q3	$82.9K	Hold	1,000	–	–	0.04%	300
2024 Q2	$80.1K	Hold	1,000	–	–	0.04%	293
2024 Q1	$73.2K	Hold	1,000	–	–	0.04%	309
2023 Q4	$65.1K	Hold	1,000	–	–	0.03%	310
2023 Q3	$59.3K	Hold	1,000	–	–	0.03%	305
2023 Q2	$61K	Hold	1,000	–	–	0.03%	303
2023 Q1	$55.4K	Hold	1,000	–	–	0.04%	237
2022 Q4	$50.7K	Buy	+1,000	New	+$52K	0.04%	175

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Caldwell Sutter Capital's SPYG Position: Q1 2026 in Review

Caldwell Sutter Capital held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 1,029 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #289.

Caldwell Sutter Capital first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $110K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Caldwell Sutter Capital held 1,029 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $101K as of Q1 2026.
Caldwell Sutter Capital left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Caldwell Sutter Capital's portfolio in Q1 2026, its #289 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Caldwell Sutter Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $110K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.