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 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 $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

KPP Advisory Services's SPYG Position: Q1 2026 in Review

KPP Advisory Services opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026: 3,669 shares worth $359K. The stake represents 0.05% of the portfolio and ranks #259 among its holdings. This is a return to the name: KPP Advisory Services previously reported a position in SPYG as recently as Q3 2025.

KPP Advisory Services first reported a position in SPYG in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.39M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

KPP Advisory Services held 3,669 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $359K as of Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new KPP Advisory Services position in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of KPP Advisory Services's portfolio in Q1 2026, its #259 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 9 quarters since.
KPP Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.39M in Q4 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.