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

KM Capital 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 Q2	$882K	Buy	7,409 +1,478	+25%	+$169K	0.41%	32
2026 Q1	$705K	Sell	5,931 -8,265	-58%	-$861K	0.47%	21
2025 Q4	$1.51M	Buy	14,196 +189	+1%	+$20K	0.77%	27
2025 Q3	$1.46M	Buy	14,007 +1,782	+15%	+$177K	0.68%	28
2025 Q2	$1.17M	Sell	12,225 -2,407	-16%	-$206K	0.58%	30
2025 Q1	$1.18M	Sell	14,632 -460	-3%	-$40.2K	0.63%	29
2024 Q4	$1.33M	Sell	15,092 -537	-3%	-$46.4K	0.69%	22
2024 Q3	$1.3M	Sell	15,629 -35,926	-70%	-$2.87M	0.69%	24
2024 Q2	$4.13M	Buy	51,555 +3,864	+8%	+$289K	2.14%	14
2024 Q1	$3.49M	Sell	47,691 -37,133	-44%	-$2.58M	1.93%	15
2023 Q4	$5.52M	Buy	84,824 +2,909	+4%	+$179K	3.19%	11
2023 Q3	$4.86M	Buy	81,915 +14,592	+22%	+$894K	3.32%	9
2023 Q2	$4.11M	Buy	+67,323	New	+$3.86M	2.96%	10

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

KM Capital Management's SPYG Position: Q2 2026 in Review

KM Capital Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q2 2026, buying an estimated $169K and bringing the position to 7,409 shares worth $882K. The position accounts for 0.41% of the portfolio, ranked #32.

KM Capital Management first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.52M in Q4 2023. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

KM Capital Management held 7,409 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $882K as of Q2 2026.
KM Capital Management bought 1,478 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $169K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.41% of KM Capital Management's portfolio in Q2 2026, its #32 holding.
KM Capital Management 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.
KM Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.52M in Q4 2023.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.