CAWM
SPYG icon

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

Capital A Wealth Management’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
2025
Q2 		– Sell
-38
Closed -$3.05K – 787
2025
Q1 		$3.05K Sell
38
-22
-37% -$1.92K ﹤0.01% 442
2024
Q4 		$5.27K Buy
+60
New +$5.18K 0.01% 368

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Capital A Wealth Management's SPYG Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025, closing a stake of 38 shares — an estimated $3.05K sold.

Capital A Wealth Management first reported a position in SPYG in Q4 2024 and held it in 2 quarters. The position peaked at $5.27K in Q4 2024. 1,166 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 38 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $3.05K.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.27K in Q4 2024.
  • 1,166 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.