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CGC Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

CGC Financial Services’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 		$28.6K Sell
240
-46
-16% -$5.26K 0.01% 163
2026
Q1 		$28K Hold
286
– – 0.01% 158
2025
Q4 		$30.5K Hold
286
– – 0.01% 163
2025
Q3 		$29.9K Buy
+286
New +$28.5K 0.01% 162

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CGC Financial Services's SPYG Position: Q2 2026 in Review

CGC Financial Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q2 2026, selling an estimated $5.26K and leaving 240 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #163.

CGC Financial Services first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.5K in Q4 2025. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • CGC Financial Services held 240 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $28.6K as of Q2 2026.
  • CGC Financial Services sold 46 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $5.26K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #163 holding.
  • CGC Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • CGC Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $30.5K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.