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

Callan Capital’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
2025 Q1	$987K	Buy	+12,277	New	+$1.07M	0.07%	119
2024 Q3	–	Sell	-5,649	Closed	-$453K	–	359
2024 Q2	$453K	Buy	5,649 +1	+0%	+$75	0.04%	178
2024 Q1	$413K	Hold	5,648	–	–	0.04%	165
2023 Q4	$367K	Sell	5,648 -3,688	-40%	-$227K	0.03%	152
2023 Q3	$553K	Buy	9,336 +2	+0%	+$123	0.06%	114
2023 Q2	$569K	Buy	9,334 +1	+0%	+$57	0.06%	102
2023 Q1	$517K	Sell	9,333 -298	-3%	-$15.8K	0.06%	109
2022 Q4	$488K	Buy	9,631 +301	+3%	+$15.7K	0.06%	110
2022 Q3	$467K	Buy	+9,330	New	+$525K	0.08%	84

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Callan Capital's SPYG Position: Q1 2025 in Review

Callan Capital opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025: 12,277 shares worth $987K. The stake represents 0.07% of the portfolio and ranks #119 among its holdings. This is a return to the name: Callan Capital previously reported a position in SPYG as recently as Q2 2024.

Callan Capital first reported a position in SPYG in Q3 2022 and has held it in 9 quarters since. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

Callan Capital held 12,277 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $987K as of Q1 2025.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Callan Capital position in Q1 2025.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Callan Capital's portfolio in Q1 2025, its #119 holding.
Callan Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 9 quarters since.
1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.