KF
SPYG icon

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

Krilogy Financial’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 		$1.69M Sell
14,184
-295
-2% -$33.7K 0.05% 268
2026
Q1 		$1.59M Buy
14,479
+131
+0.9% +$13.6K 0.05% 254
2025
Q4 		$1.54M Sell
14,348
-74
-0.5% -$7.84K 0.05% 251
2025
Q3 		$1.54M Buy
+14,422
New +$1.44M 0.06% 235
2023
Q4 		– Sell
-10,458
Closed -$620K – 219
2023
Q3 		$620K Buy
+10,458
New +$641K 0.06% 172
2023
Q2 		– Sell
-9,941
Closed -$550K – 365
2023
Q1 		$550K Buy
+9,941
New +$526K 0.05% 249
2018
Q4 		– Sell
-1,496
Closed -$57K – 591
2018
Q3 		$57K Buy
+1,496
New +$55.6K 0.01% 297
2018
Q2 		– Sell
-2,279
Closed -$76K – 554
2018
Q1 		$76K Buy
2,279
+7
+0.3% +$241 0.02% 272
2017
Q4 		$75K Buy
2,272
+8
+0.4% +$258 0.02% 272
2017
Q3 		$70K Buy
2,264
+8
+0.4% +$243 0.02% 301
2017
Q2 		$67K Sell
2,256
-396
-15% -$11.6K 0.02% 275
2017
Q1 		$70K Hold
2,652
– – 0.02% 247
2016
Q4 		$70K Hold
2,652
– – 0.02% 247
2016
Q3 		$70K Buy
2,652
+8
+0.3% +$210 0.02% 254
2016
Q2 		$67K Buy
+2,644
New +$66.3K 0.02% 258

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Krilogy Financial's SPYG Position: Q2 2026 in Review

Krilogy Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2% in Q2 2026, selling an estimated $33.7K and leaving 14,184 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #268.

Krilogy Financial first reported a position in SPYG in Q2 2016 and has held it in 15 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Krilogy Financial held 14,184 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.69M as of Q2 2026.
  • Krilogy Financial sold 295 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $33.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Krilogy Financial's portfolio in Q2 2026, its #268 holding.
  • Krilogy Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.