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Curran Financial Partners, LLC Historic Quarter Change: USA ETF, New, 2025 Q4

Curran Financial Partners, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Curran Financial Partners, LLC opened 106 positions, added to 384, reduced 187 and sold out of 70.

  • Q4 2025: Stock SPYD; Country of operation —; Class STATE STREET SPD; Shares before 0.
  • Q4 2025: Stock SJNK; Country of operation —; Class STATE STREET SPD; Shares before 0.
  • Q4 2025: Stock BIL; Country of operation —; Class STATE STREET SPD; Shares before 0.
  • Q4 2025: Stock SPHY; Country of operation —; Class STATE STREET SPD; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843867), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025SPYD
SPDR SERIES TRUST
STATE STREET SPD0519,643+519,643$0$22,474,571+$22,474,5712026-01-22
Q4 2025SJNK
SPDR SERIES TRUST
STATE STREET SPD0626,985+626,985$0$15,875,267+$15,875,2672026-01-22
Q4 2025BIL
SPDR SERIES TRUST
STATE STREET SPD0143,618+143,618$0$13,123,767+$13,123,7672026-01-22
Q4 2025SPHY
SPDR SERIES TRUST
STATE STREET SPD0154,466+154,466$0$3,656,210+$3,656,2102026-01-22
Q4 2025SPYG
SPDR SERIES TRUST
STATE STREET SPD023,788+23,788$0$2,538,142+$2,538,1422026-01-22
Q4 2025ARKF
ARK ETF TR
BLOCKCHAIN & FIN015,156+15,156$0$721,880+$721,8802026-01-22
Q4 2025SPYV
SPDR SERIES TRUST
STATE STREET SPD06,327+6,327$0$359,437+$359,4372026-01-22
Q4 2025VOOG
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F0604+604$0$268,532+$268,5322026-01-22
Q4 2025RWR
SPDR SERIES TRUST
STATE STREET SPD02,304+2,304$0$226,334+$226,3342026-01-22
Q4 2025XLE
SELECT SECTOR SPDR TR
STATE STREET ENE04,944+4,944$0$221,037+$221,0372026-01-22
Q4 2025IVES
WEDBUSH SER TR
DAN IVES WEDBUSH06,872+6,872$0$217,224+$217,2242026-01-22
Q4 2025AKRE
PROFESIONALLY MANAGED PORTFO
United StatesAKRE FOCUS ETF03,226+3,226$0$211,335+$211,3352026-01-22
Q4 2025DTD
WISDOMTREE TR
US TOTAL DIVIDND02,485+2,485$0$210,927+$210,9272026-01-22

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