Keener Financial Planning’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Keener Financial Planning’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	$445K	Hold	3,744	–	–	0.16%	36
2026 Q1	$366K	Hold	3,744	–	–	0.15%	39
2025 Q4	$399K	Hold	3,744	–	–	0.17%	35
2025 Q3	$391K	Hold	3,744	–	–	0.18%	31
2025 Q2	$356K	Buy	+3,744	New	+$321K	0.18%	34

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Keener Financial Planning's SPYG Position: Q2 2026 in Review

Keener Financial Planning held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 3,744 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #36.

Keener Financial Planning first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Keener Financial Planning held 3,744 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $445K as of Q2 2026.
Keener Financial Planning 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 0.16% of Keener Financial Planning's portfolio in Q2 2026, its #36 holding.
Keener Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.