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KCM Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

KCM Investment Advisors’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 		$401K Buy
4,100
+2,143
+110% +$223K 0.01% 298
2025
Q4 		$209K Hold
1,957
– – 0.01% 386
2025
Q3 		$205K Buy
+1,957
New +$195K 0.01% 375

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

KCM Investment Advisors's SPYG Position: Q1 2026 in Review

KCM Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 110% in Q1 2026, buying an estimated $223K and bringing the position to 4,100 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #298.

KCM Investment Advisors first reported a position in SPYG in Q3 2025 and has held it in 3 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • KCM Investment Advisors held 4,100 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $401K as of Q1 2026.
  • KCM Investment Advisors bought 2,143 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $223K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #298 holding.
  • KCM Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.