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

Capital Investment Advisors’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	$791K	Buy	8,084 +941	+13%	+$98K	0.01%	389
2025 Q4	$762K	Hold	7,143	–	–	0.01%	392
2025 Q3	$746K	Sell	7,143 -163	-2%	-$16.2K	0.01%	394
2025 Q2	$696K	Buy	7,306 +258	+4%	+$22.1K	0.01%	401
2025 Q1	$566K	Buy	7,048 +95	+1%	+$8.29K	0.01%	418
2024 Q4	$611K	Buy	6,953 +1,320	+23%	+$114K	0.01%	395
2024 Q3	$467K	Buy	5,633 +1	+0%	+$80	0.01%	418
2024 Q2	$451K	Buy	+5,632	New	+$421K	0.01%	416

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Capital Investment Advisors's SPYG Position: Q1 2026 in Review

Capital Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 13% in Q1 2026, buying an estimated $98K and bringing the position to 8,084 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #389.

Capital Investment Advisors first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Capital Investment Advisors held 8,084 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $791K as of Q1 2026.
Capital Investment Advisors bought 941 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $98K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #389 holding.
Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.