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

Consolidated Portfolio Review 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
Q4 		– Sell
-10,826
Closed -$1.13M – 353
2025
Q3 		$1.13M Buy
10,826
+198
+2% +$19.7K 0.14% 159
2025
Q2 		$1.01M Sell
10,628
-821
-7% -$70.4K 0.14% 164
2025
Q1 		$920K Buy
11,449
+445
+4% +$38.8K 0.15% 159
2024
Q4 		$967K Buy
+11,004
New +$951K 0.15% 156

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPYG Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 10,826 shares — an estimated $1.13M sold.

Consolidated Portfolio Review Corp first reported a position in SPYG in Q4 2024 and held it in 4 quarters. The position peaked at $1.13M in Q3 2025. 1,343 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 10,826 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $1.13M.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.13M in Q3 2025.
  • 1,343 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.