CVA Family Office’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

CVA Family Office’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
2025 Q3	–	Sell	-286	Closed	-$27.3K	–	1339
2025 Q2	$27.3K	Hold	286	–	–	﹤0.01%	636
2025 Q1	$23K	Hold	286	–	–	﹤0.01%	656
2024 Q4	$25.2K	Hold	286	–	–	﹤0.01%	639
2024 Q3	$23.8K	Hold	286	–	–	﹤0.01%	629
2024 Q2	$23K	Hold	286	–	–	﹤0.01%	620
2024 Q1	$21K	Hold	286	–	–	﹤0.01%	631
2023 Q4	$18.6K	Buy	+286	New	+$17.6K	﹤0.01%	639
2023 Q3	–	Sell	-2,801	Closed	-$171K	–	843
2023 Q2	$171K	Hold	2,801	–	–	0.04%	243
2023 Q1	$155K	Hold	2,801	–	–	0.03%	251
2022 Q4	$142K	Hold	2,801	–	–	0.03%	248
2022 Q3	$140K	Hold	2,801	–	–	0.04%	205
2022 Q2	$146K	Buy	2,801 +286	+11%	+$16.4K	0.04%	194
2022 Q1	$167K	Hold	2,515	–	–	0.04%	193
2021 Q4	$182K	Buy	+2,515	New	+$176K	0.05%	174

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

CVA Family Office's SPYG Position: Q3 2025 in Review

CVA Family Office sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2025, closing a stake of 286 shares — an estimated $27.3K sold.

CVA Family Office first reported a position in SPYG in Q4 2021 and held it in 14 quarters. The position peaked at $182K in Q4 2021. 1,221 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

CVA Family Office reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
CVA Family Office sold 286 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $27.3K.
CVA Family Office first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 14 quarters.
CVA Family Office's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $182K in Q4 2021.
1,221 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on CVA Family Office's 13F filing for Q3 2025, filed 30 Oct 2025.