Caprock Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Caprock Group’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	$3.4M	Buy	28,549 +77	+0.3%	+$8.8K	0.07%	248
2026 Q1	$2.79M	Sell	28,472 -1,288	-4%	-$134K	0.07%	258
2025 Q4	$3.18M	Sell	29,760 -459	-2%	-$48.7K	0.07%	252
2025 Q3	$3.01M	Buy	+30,219	New	+$3.01M	0.07%	239
2025 Q1	$2.39M	Sell	29,687 -22	-0.1%	-$1.92K	0.07%	250
2024 Q4	$2.61M	Buy	29,709 +7,924	+36%	+$685K	0.09%	204
2024 Q3	$1.81M	Hold	21,785	–	–	0.07%	255
2024 Q2	$1.75M	Buy	+21,785	New	+$1.63M	0.07%	239

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 22.96% 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

Caprock Group's SPYG Position: Q2 2026 in Review

Caprock Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.27% in Q2 2026, buying an estimated $8.8K and bringing the position to 28,549 shares worth $3.4M. The position accounts for 0.07% of the portfolio, ranked #248.

Caprock Group first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Caprock Group held 28,549 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.4M as of Q2 2026.
Caprock Group bought 77 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $8.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Caprock Group's portfolio in Q2 2026, its #248 holding.
Caprock Group 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.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.