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

Kelly Financial Services’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	$414K	Buy	+3,483	New	+$398K	0.09%	86
2026 Q1	–	Sell	-8,140	Closed	-$869K	–	138
2025 Q4	$869K	Sell	8,140 -1,280	-14%	-$136K	0.22%	44
2025 Q3	$984K	Sell	9,420 -138	-1%	-$13.7K	0.25%	42
2025 Q2	$911K	Buy	+9,558	New	+$819K	0.27%	41
2025 Q1	–	Sell	-33,720	Closed	-$2.96M	–	131
2024 Q4	$2.96M	Buy	+33,720	New	+$2.91M	1.07%	23
2024 Q3	–	Sell	-14,997	Closed	-$1.2M	–	662
2024 Q2	$1.2M	Buy	+14,997	New	+$1.12M	0.43%	37
2024 Q1	–	Hold	0	–	–	–	802
2023 Q4	–	Sell	-11,554	Closed	-$712K	–	784
2023 Q3	$685K	Buy	+11,554	New	+$708K	0.31%	47
2022 Q1	–	Sell	-3,738	Closed	-$271K	–	704
2021 Q4	$271K	Buy	+3,738	New	+$261K	0.12%	63

Other funds holding SPYG

OWM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kelly Financial Services's SPYG Position: Q2 2026 in Review

Kelly Financial Services opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 3,483 shares worth $414K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings. This is a return to the name: Kelly Financial Services previously reported a position in SPYG as recently as Q4 2025.

Kelly Financial Services first reported a position in SPYG in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.96M in Q4 2024. 350 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Kelly Financial Services held 3,483 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $414K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Kelly Financial Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of Kelly Financial Services's portfolio in Q2 2026, its #86 holding.
Kelly Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 8 quarters since.
Kelly Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.96M in Q4 2024.
350 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.