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
Q2 		$52.7M Buy
442,924
+60,285
+16% +$6.89M 3.13% 5
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 $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

Keystone Financial Group (Kentucky)'s SPYG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q2 2026, buying an estimated $6.89M and bringing the position to 442,924 shares worth $52.7M. The position accounts for 3.13% of the portfolio, ranked #5.

Keystone Financial Group (Kentucky) first reported a position in SPYG in Q2 2020 and has held it in 23 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 442,924 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $52.7M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 60,285 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.89M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.13% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #5 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 23 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 Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.