KWM
SPYG icon

Kingsview Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Kingsview Wealth Management’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 		$157M Buy
1,607,843
+100,494
+7% +$10.5M 2.15% 6
2025
Q4 		$161M Buy
1,507,349
+120,734
+9% +$12.8M 2.32% 4
2025
Q3 		$145M Buy
1,386,615
+32,534
+2% +$3.24M 2.21% 4
2025
Q2 		$129M Buy
1,354,081
+74,537
+6% +$6.39M 2.19% 4
2025
Q1 		$103M Sell
1,279,544
-3,464
-0.3% -$302K 1.94% 8
2024
Q4 		$113M Buy
1,283,008
+840,689
+190% +$72.6M 2.2% 5
2024
Q3 		$36.7M Sell
442,319
-26,424
-6% -$2.11M 0.77% 26
2024
Q2 		$37.6M Sell
468,743
-7,158
-2% -$535K 0.89% 21
2024
Q1 		$34.8M Buy
475,901
+85,944
+22% +$5.98M 0.87% 21
2023
Q4 		$25.4M Buy
389,957
+96,168
+33% +$5.93M 0.76% 23
2023
Q3 		$17.4M Buy
293,789
+32,077
+12% +$1.96M 0.63% 26
2023
Q2 		$16M Buy
261,712
+1,997
+0.8% +$114K 0.63% 26
2023
Q1 		$14.4M Buy
259,715
+7,374
+3% +$390K 0.6% 29
2022
Q4 		$12.8M Buy
252,341
+12,147
+5% +$632K 0.56% 33
2022
Q3 		$12M Buy
240,194
+15,352
+7% +$864K 0.57% 32
2022
Q2 		$11.8M Buy
224,842
+14,026
+7% +$804K 0.56% 33
2022
Q1 		$14M Sell
210,816
-7,092
-3% -$462K 0.61% 26
2021
Q4 		$15.8M Buy
217,908
+26,576
+14% +$1.86M 0.66% 27
2021
Q3 		$12.2M Buy
191,332
+19,158
+11% +$1.27M 0.58% 28
2021
Q2 		$10.9M Buy
172,174
+21,841
+15% +$1.31M 0.54% 30
2021
Q1 		$8.61M Buy
150,333
+29,709
+25% +$1.66M 0.49% 38
2020
Q4 		$6.67M Sell
120,624
-1,744
-1% -$91.7K 0.48% 38
2020
Q3 		$6.13M Sell
122,368
-38,451
-24% -$1.88M 0.55% 34
2020
Q2 		$7.22M Buy
160,819
+53,242
+49% +$2.21M 0.72% 24
2020
Q1 		$3.85M Buy
107,577
+5,285
+5% +$216K 0.52% 50
2019
Q4 		$4.29M Buy
102,292
+67,507
+194% +$2.71M 0.54% 49
2019
Q3 		$1.35M Buy
34,785
+1,507
+5% +$58.9K 0.21% 134
2019
Q2 		$1.29M Sell
33,278
-80,079
-71% -$3.04M 0.22% 124
2019
Q1 		$4.22M Buy
113,357
+1,327
+1% +$46.9K 0.64% 33
2018
Q4 		$3.64M Sell
112,030
-12,127
-10% -$424K 0.79% 28
2018
Q3 		$4.75M Buy
124,157
+41,588
+50% +$1.54M 0.96% 17
2018
Q2 		$2.9M Buy
82,569
+893
+1% +$31K 0.69% 41
2018
Q1 		$2.74M Buy
81,676
+4,996
+7% +$172K 0.68% 41
2017
Q4 		$2.53M Buy
76,680
+18,372
+32% +$593K 0.9% 24
2017
Q3 		$1.81M Buy
58,308
+14,144
+32% +$430K 0.79% 30
2017
Q2 		$1.31M Buy
44,164
+16,516
+60% +$484K 0.67% 39
2017
Q1 		$786K Buy
+27,648
New +$767K 0.47% 70

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

Kingsview Wealth Management's SPYG Position: Q1 2026 in Review

Kingsview Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.7% in Q1 2026, buying an estimated $10.5M and bringing the position to 1,607,843 shares worth $157M. The position accounts for 2.15% of the portfolio, ranked #6.

Kingsview Wealth Management first reported a position in SPYG in Q1 2017 and has held it in 37 quarters since. The position peaked at $161M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Kingsview Wealth Management held 1,607,843 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $157M as of Q1 2026.
  • Kingsview Wealth Management bought 100,494 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $10.5M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.15% of Kingsview Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $161M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.