Capital Advantage
SPYG icon

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

Capital Advantage’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 		– Sell
-2,489
Closed -$296K – 163
2026
Q2 		$296K Buy
+2,489
New +$285K 0.04% 125

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Capital Advantage's SPYG Position: Q3 2026 in Review

Capital Advantage sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026, closing a stake of 2,489 shares — an estimated $296K sold.

Capital Advantage first reported a position in SPYG in Q2 2026 and held it in 1 quarter. The position peaked at $296K in Q2 2026. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Capital Advantage reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Capital Advantage sold 2,489 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $296K.
  • Capital Advantage first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2026 and held it in 1 quarter.
  • Capital Advantage's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $296K in Q2 2026.
  • 472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.