Curran Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Curran Financial Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.53M	Buy	5,421 +742	+16%	+$504K	0.63%	33
2025 Q4	$3.19M	Sell	4,679 -106	-2%	-$71.6K	0.61%	39
2025 Q3	$3.19M	Buy	4,785 +181	+4%	+$116K	0.63%	39
2025 Q2	$2.84M	Buy	4,604 +178	+4%	+$102K	0.63%	36
2025 Q1	$2.48M	Buy	4,426 +199	+5%	+$117K	0.61%	35
2024 Q4	$2.48M	Sell	4,227 -184	-4%	-$108K	0.65%	37
2024 Q3	$2.53M	Buy	4,411 +176	+4%	+$97.3K	0.72%	34
2024 Q2	$2.3M	Buy	4,235 +24	+0.6%	+$12.6K	0.77%	32
2024 Q1	$2.2M	Sell	4,211 -126	-3%	-$62.7K	0.77%	32
2023 Q4	$2.11M	Buy	4,337 +237	+6%	+$106K	0.81%	33
2023 Q3	$1.75M	Sell	4,100 -58	-1%	-$25.8K	0.76%	31
2023 Q2	$1.84M	Buy	4,158 +1,121	+37%	+$470K	0.8%	31
2023 Q1	$1.24M	Buy	3,037 +56	+2%	+$22.3K	0.59%	32
2022 Q4	$1.14M	Buy	2,981 +495	+20%	+$190K	0.55%	36
2022 Q3	$888K	Sell	2,486 -31	-1%	-$12.3K	0.45%	34
2022 Q2	$950K	Buy	2,517 +13	+0.5%	+$5.33K	0.45%	36
2022 Q1	$1.13M	Buy	2,504 +235	+10%	+$105K	0.46%	45
2021 Q4	$1.08M	Buy	2,269 +2	+0.1%	+$918	0.46%	41
2021 Q3	$974K	Sell	2,267 -142	-6%	-$62.6K	0.5%	36
2021 Q2	$1.03M	Buy	2,409 +200	+9%	+$83.5K	0.57%	35
2021 Q1	$875K	Buy	2,209 +384	+21%	+$148K	0.63%	32
2020 Q4	$682K	Buy	+1,825	New	+$647K	0.58%	33

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Curran Financial Partners's SPY Position: Q1 2026 in Review

Curran Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q1 2026, buying an estimated $504K and bringing the position to 5,421 shares worth $3.53M. The position accounts for 0.63% of the portfolio, ranked #33.

Curran Financial Partners first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Curran Financial Partners held 5,421 shares of State Street SPDR S&P 500 ETF Trust worth $3.53M as of Q1 2026.
Curran Financial Partners bought 742 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $504K.
State Street SPDR S&P 500 ETF Trust made up 0.63% of Curran Financial Partners's portfolio in Q1 2026, its #33 holding.
Curran Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.