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 Q3	$236K	Hold	1,921	–	–	0.03%	168
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 $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Consolidated Planning Corp's SPYG Position: Q3 2026 in Review

Consolidated Planning Corp held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 1,921 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #168.

Consolidated Planning Corp first reported a position in SPYG in Q2 2022 and has held it in 7 quarters since. The position peaked at $3.06M in Q4 2024. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Consolidated Planning Corp held 1,921 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $236K as of Q3 2026.
Consolidated Planning Corp left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Consolidated Planning Corp's portfolio in Q3 2026, its #168 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 7 quarters since.
Consolidated Planning Corp's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.06M in Q4 2024.
1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.