UCFA
SPYG icon

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

United 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 		$5.38M Sell
45,105
-616
-1% -$70.4K 0.03% 365
2026
Q1 		$4.48M Sell
45,721
-1,381
-3% -$144K 0.03% 372
2025
Q4 		$5.03M Sell
47,102
-5,219
-10% -$553K 0.03% 352
2025
Q3 		$5.47M Sell
52,321
-3,391
-6% -$338K 0.04% 292
2025
Q2 		$5.31M Sell
55,712
-8,184
-13% -$702K 0.04% 274
2025
Q1 		$5.14M Sell
63,896
-1,450
-2% -$127K 0.04% 270
2024
Q4 		$5.74M Sell
65,346
-5,827
-8% -$503K 0.05% 242
2024
Q3 		$5.9M Sell
71,173
-3,509
-5% -$280K 0.05% 240
2024
Q2 		$5.98M Sell
74,682
-7,117
-9% -$532K 0.05% 237
2024
Q1 		$5.98M Sell
81,799
-18,762
-19% -$1.31M 0.05% 252
2023
Q4 		$6.54M Sell
100,561
-9,269
-8% -$572K 0.05% 252
2023
Q3 		$6.51M Sell
109,830
-7,336
-6% -$449K 0.04% 271
2023
Q2 		$7.15M Sell
117,166
-10,499
-8% -$601K 0.04% 273
2023
Q1 		$7.07M Sell
127,665
-11,388
-8% -$603K 0.04% 284
2022
Q4 		$7.05M Sell
139,053
-6,650
-5% -$346K 0.04% 290
2022
Q3 		$7.3M Sell
145,703
-12,011
-8% -$676K 0.04% 278
2022
Q2 		$8.24M Buy
157,714
+2,923
+2% +$168K 0.05% 279
2022
Q1 		$10.2M Sell
154,791
-5,819
-4% -$379K 0.05% 275
2021
Q4 		$11.6M Sell
160,610
-6,584
-4% -$460K 0.05% 267
2021
Q3 		$10.7M Sell
167,194
-11,851
-7% -$783K 0.05% 265
2021
Q2 		$11.3M Sell
179,045
-12,485
-7% -$749K 0.06% 254
2021
Q1 		$10.8M Sell
191,530
-48,915
-20% -$2.74M 0.06% 249
2020
Q4 		$13.3M Sell
240,445
-45,801
-16% -$2.41M 0.08% 228
2020
Q3 		$14.3M Sell
286,246
-55,548
-16% -$2.72M 0.09% 204
2020
Q2 		$15.4M Buy
341,794
+40,815
+14% +$1.7M 0.11% 193
2020
Q1 		$10.8M Sell
300,979
-183,212
-38% -$7.5M 0.09% 224
2019
Q4 		$20.3M Buy
484,191
+41,722
+9% +$1.67M 0.13% 193
2019
Q3 		$17.2M Buy
442,469
+210,700
+91% +$8.23M 0.12% 210
2019
Q2 		$8.98M Sell
231,769
-187,308
-45% -$7.11M 0.06% 311
2019
Q1 		$15.6M Buy
419,077
+411,008
+5,094% +$14.5M 0.11% 205
2018
Q4 		$262K Buy
+8,069
New +$282K ﹤0.01% 1112
2015
Q3 		– Sell
-1,105,620
Closed -$27.3M – 1311
2015
Q2 		$27.3M Sell
1,105,620
-7,464
-0.7% -$187K 0.32% 73
2015
Q1 		$27.5M Sell
1,113,084
-119,648
-10% -$2.94M 0.34% 73
2014
Q4 		$29.8M Buy
1,232,732
+79,780
+7% +$1.89M 0.45% 52
2014
Q3 		$26.7M Buy
1,152,952
+217,588
+23% +$5.02M 0.46% 47
2014
Q2 		$21.3M Buy
935,364
+777,440
+492% +$17.1M 0.39% 63
2014
Q1 		$3.41M Buy
+157,924
New +$3.38M 0.07% 268

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

United Capital Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q2 2026, selling an estimated $70.4K and leaving 45,105 shares worth $5.38M. The position accounts for 0.03% of the portfolio, ranked #365.

United Capital Financial Advisors first reported a position in SPYG in Q1 2014 and has held it in 37 quarters since. The position peaked at $29.8M in Q4 2014. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • United Capital Financial Advisors held 45,105 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.38M as of Q2 2026.
  • United Capital Financial Advisors sold 616 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $70.4K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #365 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2014 and has held it in 37 quarters since.
  • United Capital Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $29.8M in Q4 2014.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.