CAGAS
SPYG icon

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

Capital Advisory Group Advisory Services’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 		– Sell
-70,813
Closed -$7.56M – 137
2025
Q4 		$7.56M Buy
70,813
+1,090
+2% +$116K 2.22% 7
2025
Q3 		$7.29M Buy
69,723
+458
+0.7% +$45.6K 2.27% 6
2025
Q2 		$6.6M Buy
69,265
+10,024
+17% +$859K 2.37% 7
2025
Q1 		$4.76M Sell
59,241
-14,052
-19% -$1.23M 1.82% 7
2024
Q4 		$6.44M Buy
73,293
+9,250
+14% +$799K 2.31% 5
2024
Q3 		$5.31M Buy
64,043
+1,850
+3% +$148K 2.11% 7
2024
Q2 		$4.98M Buy
62,193
+1,050
+2% +$78.4K 2.13% 9
2024
Q1 		$4.47M Buy
61,143
+796
+1% +$55.4K 2.12% 9
2023
Q4 		$3.93M Buy
60,347
+1,120
+2% +$69.1K 2.1% 8
2023
Q3 		$3.51M Buy
59,227
+25
+0% +$1.53K 1.99% 8
2023
Q2 		$3.61M Buy
59,202
+586
+1% +$33.6K 2.58% 8
2023
Q1 		$3.24M Sell
58,616
-455
-0.8% -$24.1K 1.95% 9
2022
Q4 		$2.99M Buy
59,071
+12,137
+26% +$632K 2.03% 10
2022
Q3 		$2.35M Buy
46,934
+9,396
+25% +$529K 1.63% 16
2022
Q2 		$2.09M Buy
37,538
+530
+1% +$30.4K 1.25% 21
2022
Q1 		$2.45M Buy
37,008
+6,331
+21% +$412K 1.14% 21
2021
Q4 		$2.22M Buy
30,677
+1,687
+6% +$118K 0.97% 29
2021
Q3 		$1.86M Sell
28,990
-875
-3% -$57.8K 0.67% 40
2021
Q2 		$1.88M Sell
29,865
-1,405
-4% -$84.3K 0.68% 39
2021
Q1 		$1.76M Buy
31,270
+2,260
+8% +$127K 0.69% 41
2020
Q4 		$1.6M Buy
29,010
+8,076
+39% +$424K 0.67% 41
2020
Q3 		$1.05M Buy
20,934
+650
+3% +$31.9K 0.54% 43
2020
Q2 		$911K Sell
20,284
-22,065
-52% -$916K 0.51% 44
2020
Q1 		$1.52M Sell
42,349
-81,300
-66% -$3.33M 1.89% 18
2019
Q4 		$5.18M Buy
123,649
+110,237
+822% +$4.42M 2.73% 12
2019
Q3 		$531K Sell
13,412
-1,080
-7% -$42.2K 0.35% 43
2019
Q2 		$566K Sell
14,492
-17,905
-55% -$680K 0.38% 40
2019
Q1 		$1.21M Sell
32,397
-103
-0.3% -$3.64K 0.86% 25
2018
Q4 		$1.06M Buy
32,500
+19,316
+147% +$675K 0.82% 23
2018
Q3 		$504K Buy
13,184
+1,805
+16% +$67K 0.34% 47
2018
Q2 		$405K Buy
11,379
+700
+7% +$24.3K 0.29% 49
2018
Q1 		$357K Buy
+10,679
New +$368K 0.26% 53

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Capital Advisory Group Advisory Services's SPYG Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 70,813 shares — an estimated $7.56M sold.

Capital Advisory Group Advisory Services first reported a position in SPYG in Q1 2018 and held it in 32 quarters. The position peaked at $7.56M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 70,813 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $7.56M.
  • Capital Advisory Group Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and held it in 32 quarters.
  • Capital Advisory Group Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.56M in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.