CI
SPYG icon

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

Cavalier Investments’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 		– Sell
-35,780
Closed -$3.82M – 129
2025
Q4 		$3.82M Sell
35,780
-2,954
-8% -$313K 0.2% 48
2025
Q3 		$4.05M Sell
38,734
-1,266
-3% -$126K 0.33% 44
2025
Q2 		$3.81M Buy
+40,000
New +$3.43M 1.16% 20
2025
Q1 		– Sell
-34,421
Closed -$3.03M – 82
2024
Q4 		$3.03M Buy
+34,421
New +$2.97M 1.01% 21
2024
Q3 		– Sell
-41,168
Closed -$3.3M – 87
2024
Q2 		$3.3M Buy
41,168
+6,000
+17% +$448K 1.02% 21
2024
Q1 		$2.57M Buy
+35,168
New +$2.45M 0.94% 29
2023
Q1 		– Sell
-51,352
Closed -$2.6M – 96
2022
Q4 		$2.6M Buy
51,352
+528
+1% +$27.5K 0.93% 34
2022
Q3 		$2.55M Buy
50,824
+36,924
+266% +$2.08M 0.92% 35
2022
Q2 		$727K Sell
13,900
-35,989
-72% -$2.06M 0.25% 79
2022
Q1 		$3.3M Sell
49,889
-19,015
-28% -$1.24M 0.86% 40
2021
Q4 		$4.99M Sell
68,904
-27,509
-29% -$1.92M 1.3% 28
2021
Q3 		$6.17M Buy
96,413
+49,025
+103% +$3.24M 1.95% 15
2021
Q2 		$2.98M Buy
+47,388
New +$2.84M 1.08% 36
2018
Q4 		– Sell
-113,180
Closed -$4.33M – 190
2018
Q3 		$4.33M Buy
+113,180
New +$4.2M 1.26% 17

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cavalier Investments's SPYG Position: Q1 2026 in Review

Cavalier Investments sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 35,780 shares — an estimated $3.82M sold.

Cavalier Investments first reported a position in SPYG in Q3 2018 and held it in 14 quarters. The position peaked at $6.17M in Q3 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Cavalier Investments reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Cavalier Investments sold 35,780 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.82M.
  • Cavalier Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and held it in 14 quarters.
  • Cavalier Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.17M in Q3 2021.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.