CFS
SPYG icon

Coordinated Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Coordinated Financial Services’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
Q1 		$458K Sell
4,683
-1,923
-29% -$200K 0.26% 106
2025
Q4 		$705K Buy
6,606
+1,198
+22% +$127K 0.41% 77
2025
Q3 		$565K Buy
5,408
+1,871
+53% +$186K 0.36% 83
2025
Q2 		$337K Buy
3,537
+183
+5% +$15.7K 0.23% 110
2025
Q1 		$270K Sell
3,354
-1,625
-33% -$142K 0.21% 117
2024
Q4 		$438K Buy
+4,979
New +$430K 0.34% 83
2024
Q2 		$401K Buy
5,004
+1,547
+45% +$116K 0.34% 82
2024
Q1 		$253K Buy
+3,457
New +$241K 0.22% 107

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Coordinated Financial Services's SPYG Position: Q1 2026 in Review

Coordinated Financial Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 29% in Q1 2026, selling an estimated $200K and leaving 4,683 shares worth $458K. The position accounts for 0.26% of the portfolio, ranked #106.

Coordinated Financial Services first reported a position in SPYG in Q1 2024 and has held it in 8 quarters since. The position peaked at $705K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Coordinated Financial Services held 4,683 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $458K as of Q1 2026.
  • Coordinated Financial Services sold 1,923 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $200K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Coordinated Financial Services's portfolio in Q1 2026, its #106 holding.
  • Coordinated Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $705K in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.