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SPYG icon

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

Curran Financial Partners’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 		$2.33M Buy
23,830
+42
+0.2% +$4.37K 0.42% 41
2025
Q4 		$2.54M Buy
23,788
+438
+2% +$46.4K 0.48% 42
2025
Q3 		$2.44M Buy
23,350
+132
+0.6% +$13.1K 0.48% 43
2025
Q2 		$2.21M Buy
23,218
+679
+3% +$58.2K 0.49% 44
2025
Q1 		$1.81M Buy
22,539
+907
+4% +$79.2K 0.44% 38
2024
Q4 		$1.9M Sell
21,632
-556
-3% -$48K 0.5% 40
2024
Q3 		$1.84M Buy
22,188
+809
+4% +$64.7K 0.52% 38
2024
Q2 		$1.71M Buy
21,379
+1,134
+6% +$84.7K 0.57% 38
2024
Q1 		$1.48M Sell
20,245
-453
-2% -$31.5K 0.52% 38
2023
Q4 		$1.41M Sell
20,698
-176
-0.8% -$10.9K 0.54% 38
2023
Q3 		$1.24M Buy
20,874
+333
+2% +$20.4K 0.54% 36
2023
Q2 		$1.25M Sell
20,541
-132
-0.6% -$7.56K 0.54% 37
2023
Q1 		$1.14M Sell
20,673
-6,759
-25% -$358K 0.54% 34
2022
Q4 		$1.39M Sell
27,432
-3,292
-11% -$171K 0.67% 33
2022
Q3 		$1.54M Buy
30,724
+73
+0.2% +$4.11K 0.78% 27
2022
Q2 		$1.6M Buy
30,651
+4,199
+16% +$241K 0.76% 27
2022
Q1 		$1.75M Sell
26,452
-2,373
-8% -$154K 0.72% 41
2021
Q4 		$2.09M Buy
28,825
+20
+0.1% +$1.4K 0.89% 25
2021
Q3 		$1.84M Sell
28,805
-6,594
-19% -$435K 0.94% 29
2021
Q2 		$2.23M Buy
35,399
+6,694
+23% +$402K 1.23% 22
2021
Q1 		$1.62M Sell
28,705
-2,855
-9% -$160K 1.16% 24
2020
Q4 		$1.75M Buy
+31,560
New +$1.66M 1.5% 22

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

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

Curran Financial Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.18% in Q1 2026, buying an estimated $4.37K and bringing the position to 23,830 shares worth $2.33M. The position accounts for 0.42% of the portfolio, ranked #41.

Curran Financial Partners first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.54M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Curran Financial Partners held 23,830 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.33M as of Q1 2026.
  • Curran Financial Partners bought 42 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $4.37K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.42% of Curran Financial Partners's portfolio in Q1 2026, its #41 holding.
  • Curran Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Curran Financial Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.54M 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 Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.