Concurrent Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Concurrent Investment 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	$39.6M	Buy	332,462 +8,274	+3%	+$946K	0.34%	57
2026 Q1	$31.7M	Buy	324,188 +12,235	+4%	+$1.27M	0.35%	51
2025 Q4	$33.3M	Buy	311,953 +10,618	+4%	+$1.13M	0.38%	50
2025 Q3	$31.5M	Buy	301,335 +17,079	+6%	+$1.7M	0.54%	35
2025 Q2	$27.1M	Buy	284,256 +24,877	+10%	+$2.13M	0.52%	33
2025 Q1	$20.8M	Buy	259,379 +22,063	+9%	+$1.93M	0.51%	36
2024 Q4	$20.9M	Buy	237,316 +41,113	+21%	+$3.55M	0.56%	32
2024 Q3	$16.3M	Buy	196,203 +8,368	+4%	+$669K	0.48%	44
2024 Q2	$15.1M	Buy	187,835 +553	+0.3%	+$41.3K	0.49%	41
2024 Q1	$13.7M	Sell	187,282 -4,455	-2%	-$310K	0.55%	39
2023 Q4	$12.5M	Buy	+191,737	New	+$11.8M	0.59%	37

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concurrent Investment Advisors's SPYG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.6% in Q2 2026, buying an estimated $946K and bringing the position to 332,462 shares worth $39.6M. The position accounts for 0.34% of the portfolio, ranked #57.

Concurrent Investment Advisors first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Concurrent Investment Advisors held 332,462 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $39.6M as of Q2 2026.
Concurrent Investment Advisors bought 8,274 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $946K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.34% of Concurrent Investment Advisors's portfolio in Q2 2026, its #57 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.