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

Kovack 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	$205K	Sell	2,075 -1,765	-46%	-$184K	0.01%	925
2025 Q4	$410K	Buy	+3,840	New	+$407K	0.02%	658
2020 Q2	–	Sell	-8,361	Closed	-$299K	–	531
2020 Q1	$299K	Buy	8,361 +680	+9%	+$27.9K	0.07%	290
2019 Q4	$322K	Sell	7,681 -250	-3%	-$10K	0.06%	342
2019 Q3	$308K	Hold	7,931	–	–	0.06%	325
2019 Q2	$307K	Buy	7,931 +785	+11%	+$29.8K	0.07%	302
2019 Q1	$266K	Buy	+7,146	New	+$253K	0.07%	316

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Kovack Advisors's SPYG Position: Q1 2026 in Review

Kovack Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 46% in Q1 2026, selling an estimated $184K and leaving 2,075 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #925.

Kovack Advisors first reported a position in SPYG in Q1 2019 and has held it in 7 quarters since. The position peaked at $410K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Kovack Advisors held 2,075 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $205K as of Q1 2026.
Kovack Advisors sold 1,765 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $184K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #925 holding.
Kovack Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 7 quarters since.
Kovack Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $410K 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 Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.