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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
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
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

Kingswood Wealth Advisors's SPYG Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.7% in Q1 2026, selling an estimated $146K and leaving 36,948 shares worth $3.62M. The position accounts for 0.17% of the portfolio, ranked #137.

Kingswood Wealth Advisors first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.09M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Kingswood Wealth Advisors held 36,948 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.62M as of Q1 2026.
  • Kingswood Wealth Advisors sold 1,401 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $146K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.17% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #137 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 12 quarters since.
  • Kingswood Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.09M 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 Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.