Kelman-Lazarov Inc’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Kelman-Lazarov Inc’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	$358K	Hold	3,659	–	–	0.05%	105
2025 Q4	$390K	Hold	3,659	–	–	0.06%	101
2025 Q3	$382K	Hold	3,659	–	–	0.06%	102
2025 Q2	$349K	Hold	3,659	–	–	0.06%	92
2025 Q1	$294K	Hold	3,659	–	–	0.05%	93
2024 Q4	$322K	Hold	3,659	–	–	0.06%	87
2024 Q3	$303K	Hold	3,659	–	–	0.05%	89
2024 Q2	$293K	Hold	3,659	–	–	0.05%	88
2024 Q1	$268K	Hold	3,659	–	–	0.05%	89
2023 Q4	$238K	Hold	3,659	–	–	0.05%	93
2023 Q3	$217K	Hold	3,659	–	–	0.05%	94
2023 Q2	$223K	Sell	3,659 -66	-2%	-$3.78K	0.05%	95
2023 Q1	$206K	Sell	3,725 -513	-12%	-$27.2K	0.05%	94
2022 Q4	$215K	Buy	+4,238	New	+$221K	0.06%	89

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

Kelman-Lazarov Inc's SPYG Position: Q1 2026 in Review

Kelman-Lazarov Inc held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 3,659 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #105.

Kelman-Lazarov Inc first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $390K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Kelman-Lazarov Inc held 3,659 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $358K as of Q1 2026.
Kelman-Lazarov Inc 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 0.05% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #105 holding.
Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Kelman-Lazarov Inc's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $390K 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 Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.