Courier Capital’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Courier Capital’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 Q2	$65.3M	Buy	549,195 +2,750	+0.5%	+$314K	3.26%	5
2026 Q1	$53.5M	Buy	546,445 +30,523	+6%	+$3.18M	2.99%	5
2025 Q4	$55M	Buy	515,922 +14,887	+3%	+$1.58M	3.09%	5
2025 Q3	$52.4M	Buy	501,035 +5,250	+1%	+$523K	3%	5
2025 Q2	$47.3M	Buy	495,785 +32,688	+7%	+$2.8M	2.87%	5
2025 Q1	$37.2M	Buy	463,097 +52,683	+13%	+$4.6M	2.44%	5
2024 Q4	$36.1M	Buy	410,414 +71,672	+21%	+$6.19M	2.49%	5
2024 Q3	$28.1M	Buy	338,742 +10,919	+3%	+$873K	1.93%	8
2024 Q2	$26.3M	Buy	327,823 +11,521	+4%	+$860K	2.09%	7
2024 Q1	$23.1M	Buy	316,302 +5,860	+2%	+$408K	1.67%	9
2023 Q4	$20.2M	Sell	310,442 -3,196	-1%	-$197K	1.53%	11
2023 Q3	$18.6M	Buy	313,638 +2,345	+0.8%	+$144K	1.54%	11
2023 Q2	$19M	Buy	311,293 +33,523	+12%	+$1.92M	1.5%	13
2023 Q1	$15.4M	Buy	277,770 +43,807	+19%	+$2.32M	1.7%	12
2022 Q4	$11.9M	Buy	233,963 +26,017	+13%	+$1.35M	1.37%	15
2022 Q3	$10.4M	Buy	207,946 +7,240	+4%	+$407K	1.29%	16
2022 Q2	$10.5M	Buy	200,706 +8,984	+5%	+$515K	1.23%	18
2022 Q1	$12.7M	Sell	191,722 -48,341	-20%	-$3.15M	1.27%	17
2021 Q4	$17.4M	Buy	240,063 +1,381	+0.6%	+$96.4K	1.62%	12
2021 Q3	$15.3M	Buy	238,682 +14,048	+6%	+$928K	1.45%	14
2021 Q2	$14.1M	Buy	224,634 +5,452	+2%	+$327K	1.35%	15
2021 Q1	$12.4M	Sell	219,182 -6,756	-3%	-$378K	1.25%	20
2020 Q4	$12.5M	Buy	225,938 +17,663	+8%	+$928K	1.36%	16
2020 Q3	$11M	Sell	208,275 -37,073	-15%	-$1.82M	1.32%	16
2020 Q2	$11.2M	Buy	245,348 +2,408	+1%	+$100K	1.44%	14
2020 Q1	$9.27M	Buy	242,940 +3,915	+2%	+$160K	1.38%	15
2019 Q4	$10.3M	Buy	239,025 +25,148	+12%	+$1.01M	1.21%	19
2019 Q3	$8.16M	Buy	213,877 +200,488	+1,497%	+$7.83M	1.06%	27
2019 Q2	$519K	Buy	13,389 +5,065	+61%	+$192K	0.07%	163
2019 Q1	$310K	Buy	+8,324	New	+$294K	0.04%	212
2018 Q4	–	Sell	-5,595	Closed	-$214K	–	281
2018 Q3	$214K	Buy	+5,595	New	+$208K	0.03%	275

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Courier Capital's SPYG Position: Q2 2026 in Review

Courier Capital increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.5% in Q2 2026, buying an estimated $314K and bringing the position to 549,195 shares worth $65.3M. The position accounts for 3.26% of the portfolio, ranked #5.

Courier Capital first reported a position in SPYG in Q3 2018 and has held it in 31 quarters since. 345 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Courier Capital held 549,195 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $65.3M as of Q2 2026.
Courier Capital bought 2,750 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $314K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.26% of Courier Capital's portfolio in Q2 2026, its #5 holding.
Courier Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 31 quarters since.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.