Keudell/Morrison Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Keudell/Morrison Wealth 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	$3.63M	Buy	30,505 +475	+2%	+$54.3K	0.69%	31
2026 Q1	$2.94M	Buy	30,030 +304	+1%	+$31.7K	0.6%	34
2025 Q4	$3.17M	Buy	+29,726	New	+$3.15M	0.67%	31
2025 Q2	$2.69M	Buy	28,185 +4	+0%	+$343	0.6%	32
2025 Q1	$2.26M	Buy	28,181 +4,746	+20%	+$414K	0.53%	35
2024 Q4	$2.06M	Buy	23,435 +1,757	+8%	+$152K	0.54%	38
2024 Q3	$1.8M	Buy	21,678 +112	+0.5%	+$8.95K	0.49%	45
2024 Q2	$1.73M	Buy	21,566 +884	+4%	+$66K	0.51%	42
2024 Q1	$1.51M	Buy	20,682 +115	+0.6%	+$8K	0.46%	49
2023 Q4	$1.34M	Sell	20,567 -628	-3%	-$38.7K	0.44%	48
2023 Q3	$1.26M	Hold	21,195	–	–	0.38%	54
2023 Q2	$1.29M	Sell	21,195 -1,100	-5%	-$63K	0.37%	52
2023 Q1	$1.23M	Sell	22,295 -970	-4%	-$51.4K	0.36%	50
2022 Q4	$1.18M	Buy	23,265 +13,842	+147%	+$720K	0.38%	49
2022 Q3	$472K	Buy	+9,423	New	+$530K	0.18%	90

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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

Keudell/Morrison Wealth Management's SPYG Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.6% in Q2 2026, buying an estimated $54.3K and bringing the position to 30,505 shares worth $3.63M. The position accounts for 0.69% of the portfolio, ranked #31.

Keudell/Morrison Wealth Management first reported a position in SPYG in Q3 2022 and has held it in 15 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Keudell/Morrison Wealth Management held 30,505 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.63M as of Q2 2026.
Keudell/Morrison Wealth Management bought 475 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $54.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.69% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #31 holding.
Keudell/Morrison Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 15 quarters since.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.