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Cape Investment Advisory’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cape Investment Advisory’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 		$355K Sell
2,983
-189
-6% -$21.6K 0.09% 161
2026
Q1 		$311K Sell
3,172
-615
-16% -$64K 0.1% 171
2025
Q4 		$404K Buy
3,787
+2,389
+171% +$253K 0.12% 131
2025
Q3 		$146K Sell
1,398
-1,799
-56% -$179K 0.14% 132
2025
Q2 		$305K Sell
3,197
-43
-1% -$3.69K 0.11% 147
2025
Q1 		$260K Sell
3,240
-465
-13% -$40.6K 0.1% 150
2024
Q4 		$326K Buy
3,705
+242
+7% +$20.9K 0.13% 129
2024
Q3 		$287K Sell
3,463
-366
-10% -$29.3K 0.12% 128
2024
Q2 		$307K Sell
3,829
-383
-9% -$28.6K 0.14% 112
2024
Q1 		$308K Sell
4,212
-6
-0.1% -$418 0.14% 109
2023
Q4 		$274K Sell
4,218
-3,280
-44% -$202K 0.13% 110
2023
Q3 		$444K Buy
7,498
+120
+2% +$7.35K 0.25% 73
2023
Q2 		$450K Sell
7,378
-73
-1% -$4.18K 0.25% 70
2023
Q1 		$412K Buy
+7,451
New +$395K 0.25% 70

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cape Investment Advisory's SPYG Position: Q2 2026 in Review

Cape Investment Advisory reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6% in Q2 2026, selling an estimated $21.6K and leaving 2,983 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #161.

Cape Investment Advisory first reported a position in SPYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $450K in Q2 2023. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Cape Investment Advisory held 2,983 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $355K as of Q2 2026.
  • Cape Investment Advisory sold 189 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $21.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of Cape Investment Advisory's portfolio in Q2 2026, its #161 holding.
  • Cape Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $450K in Q2 2023.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.