KFI
SPYG icon

Key Financial Inc’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Key Financial 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 		$8.08M Buy
82,562
+5,108
+7% +$532K 1.44% 14
2025
Q4 		$8.26M Sell
77,454
-5,716
-7% -$606K 1.51% 13
2025
Q3 		$8.73M Sell
83,170
-296
-0.4% -$29.5K 1.61% 11
2025
Q2 		$7.96M Buy
83,466
+856
+1% +$73.4K 1.6% 13
2025
Q1 		$6.64M Sell
82,610
-631
-0.8% -$55.1K 1.44% 18
2024
Q4 		$7.32M Sell
83,241
-946
-1% -$81.7K 1.66% 13
2024
Q3 		$6.98M Sell
84,187
-496
-0.6% -$39.6K 1.54% 13
2024
Q2 		$6.79M Sell
84,683
-699
-0.8% -$52.2K 1.63% 13
2024
Q1 		$6.25M Sell
85,382
-267
-0.3% -$18.6K 1.59% 13
2023
Q4 		$5.57M Buy
85,649
+844
+1% +$52K 1.52% 13
2023
Q3 		$5.03M Buy
84,805
+9,526
+13% +$584K 1.7% 11
2023
Q2 		$4.59M Buy
75,279
+116
+0.2% +$6.64K 1.52% 12
2023
Q1 		$4.16M Buy
75,163
+29,613
+65% +$1.57M 1.52% 13
2022
Q4 		$2.28M Hold
45,550
– – 1.08% 17
2022
Q3 		$2.28M Buy
45,550
+7,301
+19% +$411K 1.07% 17
2022
Q2 		$2.01M Sell
38,249
-1,799
-4% -$103K 1.09% 18
2022
Q1 		$2.65M Buy
40,048
+8,002
+25% +$521K 1.32% 14
2021
Q4 		$2.32M Buy
32,046
+722
+2% +$50.4K 1.16% 17
2021
Q3 		$2M Buy
31,324
+3,175
+11% +$210K 1.13% 16
2021
Q2 		$1.84M Buy
28,149
+12,855
+84% +$771K 1.03% 21
2021
Q1 		$863K Buy
15,294
+5,151
+51% +$289K 0.57% 29
2020
Q4 		$561K Buy
10,143
+3,338
+49% +$175K 0.42% 50
2020
Q3 		$341K Buy
6,805
+425
+7% +$20.8K 0.35% 71
2020
Q2 		$282K Buy
6,380
+1,890
+42% +$78.5K 0.32% 78
2020
Q1 		$163K Buy
+4,490
New +$184K 0.17% 108

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

Key Financial Inc's SPYG Position: Q1 2026 in Review

Key Financial Inc increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.6% in Q1 2026, buying an estimated $532K and bringing the position to 82,562 shares worth $8.08M. The position accounts for 1.44% of the portfolio, ranked #14.

Key Financial Inc first reported a position in SPYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.73M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Key Financial Inc held 82,562 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.08M as of Q1 2026.
  • Key Financial Inc bought 5,108 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $532K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.44% of Key Financial Inc's portfolio in Q1 2026, its #14 holding.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.73M in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.