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Kestra Private Wealth Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Kestra Private Wealth 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 		$49.8M Sell
418,135
-29,574
-7% -$3.38M 0.55% 27
2026
Q1 		$43.8M Buy
447,709
+46,918
+12% +$4.89M 0.54% 31
2025
Q4 		$42.8M Buy
400,791
+13,220
+3% +$1.4M 0.53% 28
2025
Q3 		$40.5M Buy
387,571
+12,198
+3% +$1.21M 0.53% 29
2025
Q2 		$35.8M Buy
375,373
+11,896
+3% +$1.02M 0.51% 30
2025
Q1 		$29.2M Buy
363,477
+12,521
+4% +$1.09M 0.49% 38
2024
Q4 		$30.8M Buy
350,956
+20,975
+6% +$1.81M 0.52% 33
2024
Q3 		$27.5M Buy
329,981
+25,634
+8% +$2.05M 0.5% 34
2024
Q2 		$24.4M Buy
304,347
+61,871
+26% +$4.62M 0.49% 35
2024
Q1 		$17.7M Buy
242,476
+65,537
+37% +$4.56M 0.4% 51
2023
Q4 		$11.5M Buy
176,939
+95,299
+117% +$5.88M 0.29% 82
2023
Q3 		$4.84M Buy
81,640
+34,894
+75% +$2.14M 0.15% 157
2023
Q2 		$2.85M Buy
46,746
+41,741
+834% +$2.39M 0.1% 228
2023
Q1 		$277K Sell
5,005
-14,857
-75% -$787K 0.01% 816
2022
Q4 		$1.01M Buy
19,862
+10,106
+104% +$526K 0.05% 366
2022
Q3 		$489K Buy
+9,756
New +$549K 0.03% 497

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Private Wealth Services's SPYG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.6% in Q2 2026, selling an estimated $3.38M and leaving 418,135 shares worth $49.8M. The position accounts for 0.55% of the portfolio, ranked #27.

Kestra Private Wealth Services first reported a position in SPYG in Q3 2022 and has held it in 16 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Kestra Private Wealth Services held 418,135 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $49.8M as of Q2 2026.
  • Kestra Private Wealth Services sold 29,574 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.38M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.55% of Kestra Private Wealth Services's portfolio in Q2 2026, its #27 holding.
  • Kestra Private Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.