CSPIA
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Cary Street Partners Investment Advisory’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cary Street Partners Investment Advisory’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 		$5.42M Sell
45,563
-3,248
-7% -$371K 1.1% 16
2026
Q1 		$4.78M Sell
48,811
-5,075
-9% -$528K 1.22% 11
2025
Q4 		$5.75M Buy
53,886
+930
+2% +$98.6K 1.55% 5
2025
Q3 		$5.53M Sell
52,956
-833
-2% -$83K 2.31% 4
2025
Q2 		$5.13M Buy
53,789
+6,440
+14% +$552K 2.48% 4
2025
Q1 		$3.81M Buy
47,349
+4,078
+9% +$356K 2.19% 4
2024
Q4 		$3.8M Sell
43,271
-286,644
-87% -$24.8M 2.49% 4
2024
Q3 		$27.4M Buy
329,915
+19,787
+6% +$1.58M 1.01% 12
2024
Q2 		$24.9M Buy
310,128
+15,559
+5% +$1.16M 1.01% 14
2024
Q1 		$21.5M Buy
294,569
+46,209
+19% +$3.22M 0.91% 18
2023
Q4 		$16.2M Sell
248,360
-25,480
-9% -$1.57M 0.77% 28
2023
Q3 		$16.2M Buy
273,840
+149,639
+120% +$9.17M 0.87% 20
2023
Q2 		$7.58M Sell
124,201
-33,371
-21% -$1.91M 0.49% 51
2023
Q1 		$8.72M Buy
157,572
+23,574
+18% +$1.25M 0.63% 44
2022
Q4 		$6.79M Buy
133,998
+52,558
+65% +$2.73M 0.5% 55
2022
Q3 		$4.08M Buy
81,440
+6,123
+8% +$345K 0.34% 78
2022
Q2 		$3.94M Sell
75,317
-1,424
-2% -$81.7K 0.33% 81
2022
Q1 		$5.08M Buy
76,741
+10,215
+15% +$665K 1.4% 14
2021
Q4 		$4.82M Buy
66,526
+7,608
+13% +$531K 1.34% 15
2021
Q3 		$3.77M Buy
58,918
+6,666
+13% +$440K 1.24% 17
2021
Q2 		$3.29M Sell
52,252
-727
-1% -$43.6K 1.06% 21
2021
Q1 		$2.99M Sell
52,979
-15,363
-22% -$861K 1.23% 19
2020
Q4 		$3.78M Sell
68,342
-99,662
-59% -$5.24M 0.73% 29
2020
Q3 		$8.42M Buy
168,004
+159,629
+1,906% +$7.82M 1.78% 6
2020
Q2 		$376K Buy
8,375
+709
+9% +$29.4K 0.53% 54
2020
Q1 		$273K Buy
7,666
+118
+2% +$4.83K 0.64% 45
2019
Q4 		$316K Buy
+7,548
New +$303K 0.35% 79

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPYG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.7% in Q2 2026, selling an estimated $371K and leaving 45,563 shares worth $5.42M. The position accounts for 1.1% of the portfolio, ranked #16.

Cary Street Partners Investment Advisory first reported a position in SPYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $27.4M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Cary Street Partners Investment Advisory held 45,563 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.42M as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 3,248 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $371K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #16 holding.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Cary Street Partners Investment Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $27.4M in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.