Keebeck Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Keebeck Wealth Management’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	$373K	Hold	3,808	–	–	0.04%	275
2025 Q4	$406K	Sell	3,808 -1	-0%	-$106	0.05%	253
2025 Q3	$398K	Hold	3,809	–	–	0.05%	250
2025 Q2	$363K	Hold	3,809	–	–	0.05%	252
2025 Q1	$306K	Hold	3,809	–	–	0.05%	213
2024 Q4	$335K	Buy	+3,809	New	+$329K	0.05%	199
2021 Q3	–	Sell	-5,665	Closed	-$357K	–	241
2021 Q2	$357K	Buy	+5,665	New	+$340K	0.05%	193

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Keebeck Wealth Management's SPYG Position: Q1 2026 in Review

Keebeck Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 3,808 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #275.

Keebeck Wealth Management first reported a position in SPYG in Q2 2021 and has held it in 7 quarters since. The position peaked at $406K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Keebeck Wealth Management held 3,808 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $373K as of Q1 2026.
Keebeck Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #275 holding.
Keebeck Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 7 quarters since.
Keebeck Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $406K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.