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
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 $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

Consolidated Planning Corp's SPYG Position: Q1 2025 in Review

Consolidated Planning Corp sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 34,835 shares — an estimated $3.06M sold.

Consolidated Planning Corp first reported a position in SPYG in Q2 2022 and held it in 5 quarters. The position peaked at $3.06M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

Consolidated Planning Corp reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Consolidated Planning Corp sold 34,835 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $3.06M.
Consolidated Planning Corp first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and held it in 5 quarters.
Consolidated Planning Corp's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.06M in Q4 2024.
1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.