Kingsbury Capital Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Kingsbury Capital Investment Advisors’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	$772K	Sell	6,489 -54	-0.8%	-$6.17K	0.65%	44
2026 Q1	$641K	Buy	+6,543	New	+$681K	0.6%	44
2022 Q3	$383K	Sell	7,642 -287	-4%	-$16.1K	0.58%	37
2022 Q2	$415K	Sell	7,929 -9,077	-53%	-$520K	0.57%	43
2022 Q1	$1.13M	Buy	+17,006	New	+$1.11M	1.24%	16

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingsbury Capital Investment Advisors's SPYG Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.83% in Q2 2026, selling an estimated $6.17K and leaving 6,489 shares worth $772K. The position accounts for 0.65% of the portfolio, ranked #44.

Kingsbury Capital Investment Advisors first reported a position in SPYG in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.13M in Q1 2022. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Kingsbury Capital Investment Advisors held 6,489 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $772K as of Q2 2026.
Kingsbury Capital Investment Advisors sold 54 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.17K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.65% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #44 holding.
Kingsbury Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 5 quarters since.
Kingsbury Capital Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.13M in Q1 2022.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.