CX Institutional
SPYG icon

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

CX Institutional’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 		$36M Buy
292,447
+9,189
+3% +$1.1M 0.98% 18
2026
Q2 		$33.7M Buy
283,258
+623
+0.2% +$71.2K 0.97% 22
2026
Q1 		$27.7M Buy
282,635
+7,340
+3% +$764K 0.84% 26
2025
Q4 		$29.4M Buy
275,295
+4,286
+2% +$454K 0.88% 27
2025
Q3 		$28.3M Sell
271,009
-74,785
-22% -$7.45M 0.86% 26
2025
Q2 		$33M Buy
345,794
+62,964
+22% +$5.4M 1.15% 20
2025
Q1 		$22.7M Buy
282,830
+61,798
+28% +$5.39M 0.86% 26
2024
Q4 		$19.4M Buy
221,032
+34,237
+18% +$2.96M 0.77% 30
2024
Q3 		$15.5M Sell
186,795
-369
-0.2% -$29.5K 0.69% 36
2024
Q2 		$15M Buy
187,164
+2,561
+1% +$191K 0.7% 36
2024
Q1 		$13.5M Buy
184,603
+49,299
+36% +$3.43M 0.65% 44
2023
Q4 		$8.8M Sell
135,304
-2,052
-1% -$127K 0.47% 59
2023
Q3 		$8.14M Buy
137,356
+72,904
+113% +$4.47M 0.45% 63
2023
Q2 		$3.93M Sell
64,452
-6,959
-10% -$399K 0.2% 148
2023
Q1 		$3.97M Buy
71,411
+4,727
+7% +$250K 0.21% 148
2022
Q4 		$3.38M Sell
66,684
-127,417
-66% -$6.63M 0.21% 143
2022
Q3 		$9.7M Buy
194,101
+7,629
+4% +$429K 0.68% 34
2022
Q2 		$9.7M Buy
186,472
+169,658
+1,009% +$9.7M 0.74% 31
2022
Q1 		$1.11M Sell
16,814
-7,631
-31% -$497K 0.09% 207
2021
Q4 		$1.77M Buy
24,445
+2,357
+11% +$165K 0.14% 159
2021
Q3 		$1.41M Buy
22,088
+9,594
+77% +$634K 0.12% 185
2021
Q2 		$787K Sell
12,494
-6,616
-35% -$397K 0.06% 216
2021
Q1 		$1.08M Buy
19,110
+1,906
+11% +$107K 0.1% 193
2020
Q4 		$951K Buy
17,204
+3,992
+30% +$210K 0.09% 193
2020
Q3 		$662K Buy
13,212
+655
+5% +$32.1K 0.07% 194
2020
Q2 		$564K Buy
12,557
+2,142
+21% +$89K 0.07% 185
2020
Q1 		$372K Buy
+10,415
New +$427K 0.06% 193

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

CX Institutional's SPYG Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.2% in Q3 2026, buying an estimated $1.1M and bringing the position to 292,447 shares worth $36M. The position accounts for 0.98% of the portfolio, ranked #18.

CX Institutional first reported a position in SPYG in Q1 2020 and has held it in 27 quarters since. 317 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • CX Institutional held 292,447 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $36M as of Q3 2026.
  • CX Institutional bought 9,189 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $1.1M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.98% of CX Institutional's portfolio in Q3 2026, its #18 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 27 quarters since.
  • 317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.