KIM
SPYG icon

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
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 Sell
2,346,137
-2,038,020
-46% -$203M 6.58% 2
2025
Q2 		$385M Buy
4,384,157
+2,203,650
+101% +$189M 5.94% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Kestra Investment Management's SPYG Position: Q1 2026 in Review

Kestra Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 37% in Q1 2026, buying an estimated $100M and bringing the position to 3,579,192 shares worth $350M. The position accounts for 6.04% of the portfolio, ranked #4.

Kestra Investment Management first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $385M in Q2 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Kestra Investment Management held 3,579,192 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $350M as of Q1 2026.
  • Kestra Investment Management bought 963,453 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $100M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 6.04% of Kestra Investment Management's portfolio in Q1 2026, its #4 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 8 quarters since.
  • Kestra Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $385M in Q2 2025.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.