Capital Advisory Group Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Capital Advisory Group Advisory Services's SPY Position: Q1 2026 in Review
Capital Advisory Group Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 99% in Q1 2026, selling an estimated $28.9M and leaving 640 shares worth $416K. The position accounts for 18.49% of the portfolio, ranked #2.
Capital Advisory Group Advisory Services first reported a position in SPY in Q1 2018 and has held it in 33 quarters since. The position peaked at $29.7M in Q1 2018. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Capital Advisory Group Advisory Services held 640 shares of State Street SPDR S&P 500 ETF Trust worth $416K as of Q1 2026.
- Capital Advisory Group Advisory Services sold 42,465 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $28.9M.
- State Street SPDR S&P 500 ETF Trust made up 18.49% of Capital Advisory Group Advisory Services's portfolio in Q1 2026, its #2 holding.
- Capital Advisory Group Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 33 quarters since.
- Capital Advisory Group Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $29.7M in Q1 2018.
- 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.