KPP Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

KPP Advisory Services’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	$422K	Sell	3,547 -122	-3%	-$13.9K	0.05%	253
2026 Q1	$359K	Buy	+3,669	New	+$382K	0.05%	259
2025 Q4	–	Sell	-4,531	Closed	-$474K	–	348
2025 Q3	$474K	Buy	4,531 +227	+5%	+$22.6K	0.07%	213
2025 Q2	$410K	Sell	4,304 -14,371	-77%	-$1.23M	0.07%	214
2025 Q1	$1.5M	Sell	18,675 -8,567	-31%	-$748K	0.28%	85
2024 Q4	$2.39M	Buy	27,242 +2,044	+8%	+$177K	0.56%	49
2024 Q3	$2.09M	Buy	25,198 +8,778	+53%	+$702K	0.5%	53
2024 Q2	$1.32M	Buy	16,420 +2,572	+19%	+$192K	0.35%	65
2024 Q1	$1.01M	Buy	+13,848	New	+$964K	0.28%	78
2023 Q4	–	Sell	-12,247	Closed	-$726K	–	205
2023 Q3	$726K	Buy	+12,247	New	+$750K	0.24%	80

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 22.9% 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

KPP Advisory Services's SPYG Position: Q2 2026 in Review

KPP Advisory Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.3% in Q2 2026, selling an estimated $13.9K and leaving 3,547 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #253.

KPP Advisory Services first reported a position in SPYG in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.39M in Q4 2024. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

KPP Advisory Services held 3,547 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $422K as of Q2 2026.
KPP Advisory Services sold 122 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $13.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #253 holding.
KPP Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 10 quarters since.
KPP Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.39M in Q4 2024.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.