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
Q2 		$8.98M Sell
75,509
-7,053
-9% -$806K 1.47% 15
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 $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

Key Financial Inc's SPYG Position: Q2 2026 in Review

Key Financial Inc reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.5% in Q2 2026, selling an estimated $806K and leaving 75,509 shares worth $8.98M. The position accounts for 1.47% of the portfolio, ranked #15.

Key Financial Inc first reported a position in SPYG in Q1 2020 and has held it in 26 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Key Financial Inc held 75,509 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.98M as of Q2 2026.
  • Key Financial Inc sold 7,053 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $806K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.47% of Key Financial Inc's portfolio in Q2 2026, its #15 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 26 quarters since.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.