CPL
SPYG icon

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

Capital & Planning LLC’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 		– Sell
-1
Closed -$98 – 147
2026
Q1 		$98 Buy
+1
New +$104 ﹤0.01% 169

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital & Planning LLC's SPYG Position: Q2 2026 in Review

Capital & Planning LLC sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 1 share — an estimated $98 sold.

Capital & Planning LLC first reported a position in SPYG in Q1 2026 and held it in 1 quarter. The position peaked at $98 in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Capital & Planning LLC reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q2 2026, an estimated $98.
  • Capital & Planning LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Capital & Planning LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $98 in Q1 2026.
  • 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 & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.