U.S. Capital Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

U.S. Capital Wealth 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 Q1	$3.64M	Sell	37,192 -61,479	-62%	-$6.4M	0.09%	238
2025 Q4	$10.5M	Buy	98,671 +8,450	+9%	+$896K	0.28%	86
2025 Q3	$9.43M	Sell	90,221 -2,813	-3%	-$280K	0.25%	97
2025 Q2	$8.87M	Sell	93,034 -14,991	-14%	-$1.29M	0.26%	104
2025 Q1	$8.68M	Buy	108,025 +29,131	+37%	+$2.54M	0.27%	99
2024 Q4	$6.93M	Sell	78,894 -6,221	-7%	-$538K	0.21%	118
2024 Q3	$7.06M	Sell	85,115 -83,380	-49%	-$6.66M	0.25%	91
2024 Q2	$13.5M	Buy	168,495 +41,434	+33%	+$3.09M	0.51%	43
2024 Q1	$9.29M	Buy	127,061 +30,753	+32%	+$2.14M	0.36%	61
2023 Q4	$6.27M	Buy	96,308 +81,719	+560%	+$5.04M	0.25%	100
2023 Q3	$865K	Buy	+14,589	New	+$894K	0.04%	337
2023 Q1	–	Sell	-766	Closed	-$38.8K	–	1410
2022 Q4	$38.8K	Buy	+766	New	+$39.9K	﹤0.01%	940
2022 Q2	–	Sell	-9,385	Closed	-$621K	–	733
2022 Q1	$621K	Sell	9,385 -168,038	-95%	-$10.9M	0.02%	471
2021 Q4	$12.9M	Sell	177,423 -616	-0.3%	-$43K	0.51%	40
2021 Q3	$11.4M	Buy	+178,039	New	+$11.8M	0.49%	43

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

U.S. Capital Wealth Advisors's SPYG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 62% in Q1 2026, selling an estimated $6.4M and leaving 37,192 shares worth $3.64M. The position accounts for 0.09% of the portfolio, ranked #238.

U.S. Capital Wealth Advisors first reported a position in SPYG in Q3 2021 and has held it in 15 quarters since. The position peaked at $13.5M in Q2 2024. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

U.S. Capital Wealth Advisors held 37,192 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.64M as of Q1 2026.
U.S. Capital Wealth Advisors sold 61,479 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $6.4M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #238 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 15 quarters since.
U.S. Capital Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.5M in Q2 2024.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.