CIAS
SPYG icon

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

Capital Investment 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
Q2 		$336K Buy
2,821
+100
+4% +$11.4K 0.02% 548
2026
Q1 		$266K Sell
2,721
-759
-22% -$79K 0.02% 549
2025
Q4 		$371K Sell
3,480
-240
-6% -$25.4K 0.03% 444
2025
Q3 		$389K Buy
3,720
+578
+18% +$57.6K 0.03% 422
2025
Q2 		$300K Buy
3,142
+55
+2% +$4.71K 0.02% 455
2025
Q1 		$248K Sell
3,087
-1,490
-33% -$130K 0.02% 485
2024
Q4 		$402K Sell
4,577
-22
-0.5% -$1.9K 0.04% 330
2024
Q3 		$381K Sell
4,599
-2,796
-38% -$223K 0.04% 348
2024
Q2 		$593K Sell
7,395
-19,487
-72% -$1.46M 0.06% 262
2024
Q1 		$1.97M Sell
26,882
-1,584
-6% -$110K 0.21% 108
2023
Q4 		$1.85M Buy
28,466
+826
+3% +$50.9K 0.17% 108
2023
Q3 		$1.64M Buy
27,640
+756
+3% +$46.3K 0.16% 109
2023
Q2 		$1.64M Sell
26,884
-1,471
-5% -$84.3K 0.16% 110
2023
Q1 		$1.57M Buy
28,355
+446
+2% +$23.6K 0.19% 104
2022
Q4 		$1.41M Buy
27,909
+3,170
+13% +$165K 0.17% 119
2022
Q3 		$1.24M Sell
24,739
-3,157
-11% -$178K 0.16% 121
2022
Q2 		$1.46M Buy
27,896
+2,629
+10% +$151K 0.18% 118
2022
Q1 		$1.67M Buy
25,267
+1,351
+6% +$87.9K 0.18% 113
2021
Q4 		$1.73M Buy
23,916
+3,640
+18% +$254K 0.21% 107
2021
Q3 		$1.3M Buy
20,276
+275
+1% +$18.2K 0.16% 126
2021
Q2 		$1.26M Buy
20,001
+2,773
+16% +$166K 0.16% 127
2021
Q1 		$972K Buy
17,228
+2,373
+16% +$133K 0.14% 155
2020
Q4 		$821K Buy
14,855
+6,179
+71% +$325K 0.12% 170
2020
Q3 		$435K Buy
8,676
+2,284
+36% +$112K 0.08% 222
2020
Q2 		$287K Buy
6,392
+105
+2% +$4.36K 0.06% 250
2020
Q1 		$225K Sell
6,287
-27,848
-82% -$1.14M 0.05% 273
2019
Q4 		$1.43M Buy
34,135
+5,252
+18% +$211K 0.38% 55
2019
Q3 		$1.12M Buy
28,883
+4,329
+18% +$169K 0.31% 65
2019
Q2 		$969K Buy
24,554
+3,536
+17% +$134K 0.29% 74
2019
Q1 		$782K Buy
21,018
+349
+2% +$12.3K 0.29% 69
2018
Q4 		$672K Sell
20,669
-507
-2% -$17.7K 0.29% 69
2018
Q3 		$810K Buy
21,176
+2,639
+14% +$98K 0.38% 65
2018
Q2 		$651K Buy
18,537
+2,368
+15% +$82.2K 0.33% 78
2018
Q1 		$542K Buy
16,169
+6,909
+75% +$238K 0.3% 82
2017
Q4 		$306K Buy
+9,260
New +$299K 0.18% 139

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Capital Investment Advisory Services's SPYG Position: Q2 2026 in Review

Capital Investment Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,821 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #548.

Capital Investment Advisory Services first reported a position in SPYG in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.97M in Q1 2024. 434 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Capital Investment Advisory Services held 2,821 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $336K as of Q2 2026.
  • Capital Investment Advisory Services bought 100 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $11.4K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #548 holding.
  • Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Capital Investment Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.97M in Q1 2024.
  • 434 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.