Kovitz Investment Group Partners
SPYG icon

Kovitz Investment Group Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-92,696
Closed -$9.69M – 1212
2025
Q3 		$9.69M Buy
92,696
+6,592
+8% +$657K 0.04% 335
2025
Q2 		$8.21M Buy
86,104
+70,085
+438% +$6.01M 0.04% 347
2025
Q1 		$1.29M Sell
16,019
-1,231
-7% -$107K 0.01% 679
2024
Q4 		$1.52M Buy
17,250
+105
+0.6% +$9.07K 0.01% 626
2024
Q3 		$1.41M Sell
17,145
-134
-0.8% -$10.7K 0.01% 547
2024
Q2 		$1.38M Sell
17,279
-6,300
-27% -$471K 0.01% 483
2024
Q1 		$1.72M Buy
23,579
+13,918
+144% +$969K 0.02% 317
2023
Q4 		$629K Buy
9,661
+11
+0.1% +$678 0.01% 313
2023
Q3 		$572K Buy
9,650
+11
+0.1% +$674 0.01% 319
2023
Q2 		$588K Sell
9,639
-912
-9% -$52.2K 0.01% 332
2023
Q1 		$584K Buy
10,551
+4,590
+77% +$243K 0.01% 334
2022
Q4 		$302K Hold
5,961
– – 0.01% 359
2022
Q3 		$299K Hold
5,961
– – 0.01% 356
2022
Q2 		$312K Hold
5,961
– – 0.01% 365
2022
Q1 		$395K Hold
5,961
– – 0.01% 359
2021
Q4 		$330K Hold
5,961
– – 0.01% 364
2021
Q3 		$382K Hold
5,961
– – 0.01% 373
2021
Q2 		$375K Hold
5,961
– – 0.01% 375
2021
Q1 		$336K Buy
+5,961
New +$334K 0.01% 360

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Kovitz Investment Group Partners's SPYG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 92,696 shares — an estimated $9.69M sold.

Kovitz Investment Group Partners first reported a position in SPYG in Q1 2021 and held it in 19 quarters. The position peaked at $9.69M in Q3 2025. 1,349 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 92,696 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $9.69M.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and held it in 19 quarters.
  • Kovitz Investment Group Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.69M in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.