CI
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
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 		$9.72M Buy
194,101
+7,629
+4% +$429K 0.68% 34
2022
Q2 		$9.75M Buy
186,472
+169,658
+1,009% +$9.73M 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

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

CX Institutional's SPYG Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.22% in Q2 2026, buying an estimated $71.2K and bringing the position to 283,258 shares worth $33.7M. The position accounts for 0.97% of the portfolio, ranked #22.

CX Institutional first reported a position in SPYG in Q1 2020 and has held it in 26 quarters since. 296 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • CX Institutional held 283,258 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $33.7M as of Q2 2026.
  • CX Institutional bought 623 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $71.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.97% of CX Institutional's portfolio in Q2 2026, its #22 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 26 quarters since.
  • 296 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.