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

CV Advisors’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 Q3	$1.48M	Hold	12,035	–	–	0.25%	37
2026 Q2	$1.43M	Hold	12,035	–	–	0.26%	44
2026 Q1	$1.18M	Hold	12,035	–	–	0.32%	23
2025 Q4	$1.28M	Hold	12,035	–	–	0.33%	22
2025 Q3	$1.26M	Buy	+12,035	New	+$1.2M	0.35%	20

Other funds holding SPYG

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

CV Advisors's SPYG Position: Q3 2026 in Review

CV Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 12,035 shares worth $1.48M. The position accounts for 0.25% of the portfolio, ranked #37.

CV Advisors first reported a position in SPYG in Q3 2025 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

CV Advisors held 12,035 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.48M as of Q3 2026.
CV Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of CV Advisors's portfolio in Q3 2026, its #37 holding.
CV Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.