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 Q1	$98	Buy	+1	New	+$104	﹤0.01%	169

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Capital & Planning LLC's SPYG Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026: 1 share worth $98. The stake represents ﹤0.01% of the portfolio and ranks #169 among its holdings.

1,319 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Capital & Planning LLC held 1 share of State Street SPDR Portfolio S&P 500 Growth ETF worth $98 as of Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Capital & Planning LLC position in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #169 holding.
1,319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.