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

Kingswood Wealth 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	$4.38M	Sell	36,821 -127	-0.3%	-$14.5K	0.18%	133
2026 Q1	$3.62M	Sell	36,948 -1,401	-4%	-$146K	0.17%	137
2025 Q4	$4.09M	Buy	38,349 +19,534	+104%	+$2.07M	0.2%	116
2025 Q3	$1.97M	Sell	18,815 -365	-2%	-$36.4K	0.12%	183
2025 Q2	$1.83M	Buy	19,180 +2,337	+14%	+$200K	0.14%	155
2025 Q1	$1.36M	Sell	16,843 -10,508	-38%	-$917K	0.12%	194
2024 Q4	$2.4M	Buy	27,351 +15,448	+130%	+$1.33M	0.18%	123
2024 Q3	$987K	Sell	11,903 -13,863	-54%	-$1.11M	0.07%	295
2024 Q2	$2.06M	Buy	25,766 +14,652	+132%	+$1.09M	0.19%	115
2024 Q1	$813K	Sell	11,114 -2,003	-15%	-$139K	0.09%	239
2023 Q4	$853K	Buy	13,117 +6,029	+85%	+$372K	0.1%	224
2023 Q3	$425K	Sell	7,088 -210	-3%	-$12.9K	0.07%	279
2023 Q2	$445K	Buy	+7,298	New	+$418K	0.14%	149

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 22.9% 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

Kingswood Wealth Advisors's SPYG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.34% in Q2 2026, selling an estimated $14.5K and leaving 36,821 shares worth $4.38M. The position accounts for 0.18% of the portfolio, ranked #133.

Kingswood Wealth Advisors first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Kingswood Wealth Advisors held 36,821 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.38M as of Q2 2026.
Kingswood Wealth Advisors sold 127 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $14.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.18% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.