KFGK
SPYG icon

Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Keystone Financial Group (Kentucky)’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 		$37.5M Buy
382,639
+32,923
+9% +$3.43M 2.56% 9
2025
Q4 		$37.3M Buy
349,716
+4,525
+1% +$480K 2.76% 9
2025
Q3 		$36.1M Buy
345,191
+6,724
+2% +$670K 2.76% 8
2025
Q2 		$32.3M Sell
338,467
-39,926
-11% -$3.42M 2.91% 7
2025
Q1 		$30.4M Sell
378,393
-6,437
-2% -$562K 3.09% 4
2024
Q4 		$33.8M Buy
384,830
+11,516
+3% +$995K 3.33% 4
2024
Q3 		$31M Buy
+373,314
New +$29.8M 3.96% 4
2024
Q2 		– Sell
-335,790
Closed -$24.6M – 296
2024
Q1 		$24.6M Buy
335,790
+108,807
+48% +$7.57M 3.58% 5
2023
Q4 		$14.8M Buy
226,983
+15,900
+8% +$981K 2.57% 6
2023
Q3 		$12.5M Buy
211,083
+147,954
+234% +$9.06M 2.1% 9
2023
Q2 		$3.85M Buy
+63,129
New +$3.62M 0.66% 35
2022
Q4 		$2.26M Sell
44,579
-121,578
-73% -$6.33M 0.45% 54
2022
Q3 		$8.32M Buy
166,157
+75,636
+84% +$4.26M 1.69% 12
2022
Q2 		$4.73M Sell
90,521
-1,879
-2% -$108K 0.94% 23
2022
Q1 		$6.12M Buy
92,400
+1,670
+2% +$109K 1.04% 21
2021
Q4 		$6.58M Buy
90,730
+483
+0.5% +$33.7K 1.08% 20
2021
Q3 		$5.78M Buy
90,247
+3,147
+4% +$208K 1.05% 20
2021
Q2 		$5.49M Buy
87,100
+973
+1% +$58.4K 0.99% 21
2021
Q1 		$4.86M Sell
86,127
-26,055
-23% -$1.46M 0.95% 23
2020
Q4 		$6.2M Buy
112,182
+45,650
+69% +$2.4M 1.29% 13
2020
Q3 		$3.33M Buy
66,532
+24,364
+58% +$1.19M 0.82% 29
2020
Q2 		$1.89M Buy
+42,168
New +$1.75M 0.51% 46

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

Keystone Financial Group (Kentucky)'s SPYG Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.4% in Q1 2026, buying an estimated $3.43M and bringing the position to 382,639 shares worth $37.5M. The position accounts for 2.56% of the portfolio, ranked #9.

Keystone Financial Group (Kentucky) first reported a position in SPYG in Q2 2020 and has held it in 22 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 382,639 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $37.5M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 32,923 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.43M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.56% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #9 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.