Certified Advisory Corp’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Certified Advisory Corp’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	$1.28M	Buy	10,773 +91	+0.9%	+$10.4K	0.1%	150
2026 Q1	$1.05M	Buy	10,682 +119	+1%	+$12.4K	0.09%	160
2025 Q4	$1.13M	Sell	10,563 -727	-6%	-$77.1K	0.1%	154
2025 Q3	$1.18M	Sell	11,290 -57	-0.5%	-$5.68K	0.11%	146
2025 Q2	$1.08M	Sell	11,347 -335	-3%	-$28.7K	0.11%	146
2025 Q1	$939K	Sell	11,682 -260	-2%	-$22.7K	0.11%	153
2024 Q4	$1.05M	Buy	11,942 +111	+0.9%	+$9.59K	0.11%	144
2024 Q3	$981K	Hold	11,831	–	–	0.11%	146
2024 Q2	$948K	Hold	11,831	–	–	0.12%	137
2024 Q1	$865K	Hold	11,831	–	–	0.12%	139
2023 Q4	$770K	Buy	11,831 +433	+4%	+$26.7K	0.12%	144
2023 Q3	$676K	Sell	11,398 -701	-6%	-$42.9K	0.12%	140
2023 Q2	$738K	Sell	12,099 -216	-2%	-$12.4K	0.14%	131
2023 Q1	$682K	Buy	12,315 +1,752	+17%	+$92.8K	0.12%	150
2022 Q4	$535K	Sell	10,563 -627	-6%	-$32.6K	0.11%	155
2022 Q3	$561K	Buy	11,190 +641	+6%	+$36.1K	0.13%	139
2022 Q2	$552K	Sell	10,549 -1,446	-12%	-$82.9K	0.12%	147
2022 Q1	$794K	Buy	11,995 +2,216	+23%	+$144K	0.17%	126
2021 Q4	$709K	Sell	9,779 -1,030	-10%	-$71.9K	0.16%	133
2021 Q3	$692K	Sell	10,809 -1,065	-9%	-$70.3K	0.17%	130
2021 Q2	$748K	Sell	11,874 -1,304	-10%	-$78.2K	0.19%	122
2021 Q1	$743K	Buy	+13,178	New	+$738K	0.19%	110
2020 Q2	$914K	Sell	20,343 -3,672	-15%	-$153K	0.3%	83
2020 Q1	$858K	Sell	24,015 -3,585	-13%	-$147K	0.34%	72
2019 Q4	$1.16M	Buy	27,600 +10,344	+60%	+$415K	0.37%	67
2019 Q3	$671K	Buy	17,256 +13,069	+312%	+$511K	0.23%	93
2019 Q2	$162K	Buy	+4,187	New	+$159K	0.06%	187

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Certified Advisory Corp's SPYG Position: Q2 2026 in Review

Certified Advisory Corp increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.85% in Q2 2026, buying an estimated $10.4K and bringing the position to 10,773 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #150.

Certified Advisory Corp first reported a position in SPYG in Q2 2019 and has held it in 27 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Certified Advisory Corp held 10,773 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.28M as of Q2 2026.
Certified Advisory Corp bought 91 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $10.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Certified Advisory Corp's portfolio in Q2 2026, its #150 holding.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 27 quarters since.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.