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

Kestra Investment 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 Q2	$347M	Sell	2,920,221 -658,971	-18%	-$75.3M	6.73%	2
2026 Q1	$350M	Buy	3,579,192 +963,453	+37%	+$100M	6.04%	4
2025 Q4	$279M	Buy	2,615,739 +269,602	+11%	+$28.6M	6.83%	2
2025 Q3	$245M	Buy	2,346,137 +142,487	+6%	+$14.2M	6.58%	2
2025 Q2	$210M	Buy	2,203,650 +23,143	+1%	+$1.98M	6.37%	2
2025 Q1	$175M	Sell	2,180,507 -206,708	-9%	-$18M	5.49%	3
2024 Q4	$210M	Buy	2,387,215 +135,489	+6%	+$11.7M	8.25%	2
2024 Q3	$187M	Buy	2,251,726 +929,872	+70%	+$74.3M	8.02%	3
2024 Q2	$106M	Buy	+1,321,854	New	+$98.7M	7.21%	3

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 22.96% 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

Kestra Investment Management's SPYG Position: Q2 2026 in Review

Kestra Investment Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 18% in Q2 2026, selling an estimated $75.3M and leaving 2,920,221 shares worth $347M. The position accounts for 6.73% of the portfolio, ranked #2.

Kestra Investment Management first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $350M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Kestra Investment Management held 2,920,221 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $347M as of Q2 2026.
Kestra Investment Management sold 658,971 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $75.3M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 6.73% of Kestra Investment Management's portfolio in Q2 2026, its #2 holding.
Kestra Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $350M 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 Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.