Independence Bank of Kentucky’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Independence Bank of Kentucky’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 Q2	$247K	Hold	2,075	–	–	0.03%	266
2026 Q1	$203K	Buy	2,075 +600	+41%	+$62.5K	0.03%	282
2025 Q4	$157K	Hold	1,475	–	–	0.02%	307
2025 Q3	$154K	Sell	1,475 -340	-19%	-$33.9K	0.02%	315
2025 Q2	$173K	Hold	1,815	–	–	0.02%	297
2025 Q1	$146K	Hold	1,815	–	–	0.02%	310
2024 Q4	$160K	Hold	1,815	–	–	0.02%	299
2024 Q3	$151K	Buy	+1,815	New	+$145K	0.03%	290
2020 Q1	–	Sell	-2,116	Closed	-$89K	–	351
2019 Q4	$89K	Hold	2,116	–	–	0.06%	171
2019 Q3	$82K	Buy	+2,116	New	+$82.7K	0.06%	168

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Independence Bank of Kentucky's SPYG Position: Q2 2026 in Review

Independence Bank of Kentucky held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 2,075 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #266.

Independence Bank of Kentucky first reported a position in SPYG in Q3 2019 and has held it in 10 quarters since. 1,179 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Independence Bank of Kentucky held 2,075 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $247K as of Q2 2026.
Independence Bank of Kentucky left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #266 holding.
Independence Bank of Kentucky first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 10 quarters since.
1,179 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.