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 Q2	$793K	Sell	6,664 -1,420	-18%	-$162K	0.01%	410
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Investment Advisors's SPYG Position: Q2 2026 in Review

Capital Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 18% in Q2 2026, selling an estimated $162K and leaving 6,664 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #410.

Capital Investment Advisors first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Capital Investment Advisors held 6,664 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $793K as of Q2 2026.
Capital Investment Advisors sold 1,420 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $162K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #410 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 9 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.