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 $376B 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 New York $761B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return