Curtis Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Curtis Advisory Group's SPY Position: Q1 2026 in Review
Curtis Advisory Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 63,429 shares worth $41.3M. The position accounts for 8.89% of the portfolio, ranked #2.
Curtis Advisory Group first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $109M in Q2 2023. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Curtis Advisory Group held 63,429 shares of State Street SPDR S&P 500 ETF Trust worth $41.3M as of Q1 2026.
- Curtis Advisory Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
- State Street SPDR S&P 500 ETF Trust made up 8.89% of Curtis Advisory Group's portfolio in Q1 2026, its #2 holding.
- Curtis Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
- Curtis Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $109M in Q2 2023.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.