NECFA
SPYG icon

New England Capital Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

New England Capital Financial 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
Q2 		$12.1M Sell
101,462
-3,977
-4% -$455K 2.89% 7
2026
Q1 		$10.3M Sell
105,439
-8,154
-7% -$849K 2.83% 8
2025
Q4 		$12.1M Sell
113,593
-1,269
-1% -$135K 4.73% 6
2025
Q3 		$12M Sell
114,862
-2,430
-2% -$242K 5.1% 6
2025
Q2 		$11.2M Sell
117,292
-1,604
-1% -$138K 5.12% 6
2025
Q1 		$9.56M Sell
118,896
-11,789
-9% -$1.03M 4.86% 7
2024
Q4 		$11.5M Sell
130,685
-11,634
-8% -$1.01M 5.61% 7
2024
Q3 		$11.8M Sell
142,319
-9,009
-6% -$720K 6.13% 5
2024
Q2 		$12.1M Sell
151,328
-7,607
-5% -$568K 6.78% 4
2024
Q1 		$11.6M Sell
158,935
-693
-0.4% -$48.2K 6.56% 5
2023
Q4 		$10.4M Buy
159,628
+2,627
+2% +$162K 6.24% 5
2023
Q3 		$9.31M Sell
157,001
-626
-0.4% -$38.3K 6.41% 5
2023
Q2 		$9.62M Sell
157,627
-5,536
-3% -$317K 6.34% 5
2023
Q1 		$9.03M Buy
163,163
+3,634
+2% +$192K 6.38% 5
2022
Q4 		$8.32M Buy
+159,529
New +$8.3M 5.9% 5

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

New England Capital Financial Advisors's SPYG Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.8% in Q2 2026, selling an estimated $455K and leaving 101,462 shares worth $12.1M. The position accounts for 2.89% of the portfolio, ranked #7.

New England Capital Financial Advisors first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q2 2024. 543 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • New England Capital Financial Advisors held 101,462 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.1M as of Q2 2026.
  • New England Capital Financial Advisors sold 3,977 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $455K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.89% of New England Capital Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • New England Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $12.1M in Q2 2024.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.