KA
SPYG icon

Klingman & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Klingman & Associates’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 		$64.1M Sell
654,814
-11,395
-2% -$1.19M 3.07% 10
2025
Q4 		$71.1M Sell
666,209
-18,741
-3% -$1.99M 3.43% 8
2025
Q3 		$71.6M Sell
684,950
-31,058
-4% -$3.09M 3.61% 6
2025
Q2 		$68.2M Buy
716,008
+26,525
+4% +$2.27M 3.76% 5
2025
Q1 		$55.4M Buy
689,483
+15,318
+2% +$1.34M 3.39% 8
2024
Q4 		$59.3M Sell
674,165
-8,932
-1% -$772K 3.64% 7
2024
Q3 		$56.7M Sell
683,097
-4,581
-0.7% -$366K 3.51% 7
2024
Q2 		$55.1M Sell
687,678
-6,721
-1% -$502K 3.72% 6
2024
Q1 		$50.8M Sell
694,399
-37,161
-5% -$2.59M 3.52% 7
2023
Q4 		$47.6M Sell
731,560
-3,762
-0.5% -$232K 3.49% 7
2023
Q3 		$43.6M Sell
735,322
-1,795
-0.2% -$110K 3.52% 7
2023
Q2 		$45M Sell
737,117
-2,119
-0.3% -$121K 3.63% 7
2023
Q1 		$40.9M Buy
739,236
+5,161
+0.7% +$273K 3.52% 6
2022
Q4 		$37.2M Buy
734,075
+51,005
+7% +$2.65M 3.26% 7
2022
Q3 		$34.2M Buy
683,070
+161,157
+31% +$9.07M 3.36% 7
2022
Q2 		$27.3M Sell
521,913
-36,384
-7% -$2.09M 2.67% 11
2022
Q1 		$37M Buy
558,297
+101,142
+22% +$6.58M 3.14% 8
2021
Q4 		$33.1M Buy
457,155
+20
+0% +$1.4K 2.85% 9
2021
Q3 		$29.3M Sell
457,135
-586
-0.1% -$38.7K 2.73% 10
2021
Q2 		$28.8M Sell
457,721
-155
-0% -$9.3K 2.76% 9
2021
Q1 		$25.8M Buy
457,876
+24
+0% +$1.34K 2.67% 11
2020
Q4 		$25.3M Sell
457,852
-2,005
-0.4% -$105K 2.92% 9
2020
Q3 		$23M Sell
459,857
-21,689
-5% -$1.06M 3.1% 7
2020
Q2 		$21.6M Buy
481,546
+16,780
+4% +$697K 3.31% 7
2020
Q1 		$16.6M Buy
+464,766
New +$19M 3.39% 6

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

Klingman & Associates's SPYG Position: Q1 2026 in Review

Klingman & Associates reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.7% in Q1 2026, selling an estimated $1.19M and leaving 654,814 shares worth $64.1M. The position accounts for 3.07% of the portfolio, ranked #10.

Klingman & Associates first reported a position in SPYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $71.6M in Q3 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Klingman & Associates held 654,814 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $64.1M as of Q1 2026.
  • Klingman & Associates sold 11,395 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.19M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.07% of Klingman & Associates's portfolio in Q1 2026, its #10 holding.
  • Klingman & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Klingman & Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $71.6M in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.