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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
Q2 		$360K Sell
3,028
-1,072
-26% -$123K 0.01% 323
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KCM Investment Advisors's SPYG Position: Q2 2026 in Review

KCM Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 26% in Q2 2026, selling an estimated $123K and leaving 3,028 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #323.

KCM Investment Advisors first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $401K in Q1 2026. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • KCM Investment Advisors held 3,028 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $360K as of Q2 2026.
  • KCM Investment Advisors sold 1,072 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $123K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #323 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 4 quarters since.
  • KCM Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $401K in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.