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 Q2	$4.01M	Sell	5,365 -56	-1%	-$40.6K	0.6%	37
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Curran Financial Partners's SPY Position: Q2 2026 in Review

Curran Financial Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q2 2026, selling an estimated $40.6K and leaving 5,365 shares worth $4.01M. The position accounts for 0.6% of the portfolio, ranked #37.

Curran Financial Partners first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Curran Financial Partners held 5,365 shares of State Street SPDR S&P 500 ETF Trust worth $4.01M as of Q2 2026.
Curran Financial Partners sold 56 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $40.6K.
State Street SPDR S&P 500 ETF Trust made up 0.6% of Curran Financial Partners's portfolio in Q2 2026, its #37 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 23 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.