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

Collier Financial’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 		$20M Buy
204,434
+1,793
+0.9% +$187K 15.26% 1
2025
Q4 		$21.6M Sell
202,641
-23,914
-11% -$2.54M 16.24% 1
2025
Q3 		$23.7M Buy
+226,555
New +$22.6M 17.81% 1
2025
Q1 		$17.8M Buy
+221,450
New +$19.3M 15.13% 1

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Collier Financial's SPYG Position: Q1 2026 in Review

Collier Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.88% in Q1 2026, buying an estimated $187K and bringing the position to 204,434 shares worth $20M. The position accounts for 15.26% of the portfolio, ranked #1.

Collier Financial first reported a position in SPYG in Q1 2025 and has held it in 4 quarters since. The position peaked at $23.7M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Collier Financial held 204,434 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $20M as of Q1 2026.
  • Collier Financial bought 1,793 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $187K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 15.26% of Collier Financial's portfolio in Q1 2026, its #1 holding.
  • Collier Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • Collier Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $23.7M in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.