Consolidated Planning Corp’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Consolidated Planning Corp’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	$229K	Buy	+1,921	New	+$220K	0.03%	142
2025 Q1	–	Sell	-34,835	Closed	-$3.06M	–	213
2024 Q4	$3.06M	Buy	+34,835	New	+$3.01M	0.42%	69
2023 Q2	–	Sell	-49,081	Closed	-$2.72M	–	173
2023 Q1	$2.72M	Buy	49,081 +29,796	+155%	+$1.58M	0.7%	52
2022 Q4	$977K	Buy	19,285 +14,460	+300%	+$752K	0.27%	79
2022 Q3	$242K	Sell	4,825 -26,686	-85%	-$1.5M	0.08%	99
2022 Q2	$1.65M	Buy	+31,511	New	+$1.81M	0.51%	52

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

Consolidated Planning Corp's SPYG Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,921 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in SPYG as recently as Q4 2024.

Consolidated Planning Corp first reported a position in SPYG in Q2 2022 and has held it in 6 quarters since. The position peaked at $3.06M in Q4 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Consolidated Planning Corp held 1,921 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $229K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Consolidated Planning Corp position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #142 holding.
Consolidated Planning Corp first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 6 quarters since.
Consolidated Planning Corp's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.06M in Q4 2024.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.