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

Copley Financial Group’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	$410K	Sell	4,183 -16	-0.4%	-$1.67K	0.25%	68
2025 Q4	$448K	Sell	4,199 -49	-1%	-$5.19K	0.28%	54
2025 Q3	$444K	Sell	4,248 -1,106	-21%	-$110K	0.3%	58
2025 Q2	$510K	Sell	5,354 -526	-9%	-$45.1K	0.38%	51
2025 Q1	$473K	Buy	5,880 +422	+8%	+$36.8K	0.36%	63
2024 Q4	$480K	Buy	5,458 +3,861	+242%	+$334K	0.37%	60
2024 Q3	$132K	Buy	+1,597	New	+$128K	0.12%	98

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

Goldman Sachs New York $871B AUM 31.28% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Copley Financial Group's SPYG Position: Q1 2026 in Review

Copley Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.38% in Q1 2026, selling an estimated $1.67K and leaving 4,183 shares worth $410K. The position accounts for 0.25% of the portfolio, ranked #68.

Copley Financial Group first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $510K in Q2 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Copley Financial Group held 4,183 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $410K as of Q1 2026.
Copley Financial Group sold 16 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.67K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of Copley Financial Group's portfolio in Q1 2026, its #68 holding.
Copley Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Copley Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $510K in Q2 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 Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.