Krilogy Financial
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
Q3 		$1.77M Sell
14,132
-52
-0.4% -$6.24K 0.05% 277
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Krilogy Financial's SPYG Position: Q3 2026 in Review

Krilogy Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.37% in Q3 2026, selling an estimated $6.24K and leaving 14,132 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #277.

Krilogy Financial first reported a position in SPYG in Q2 2016 and has held it in 16 quarters since. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Krilogy Financial held 14,132 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.77M as of Q3 2026.
  • Krilogy Financial sold 52 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $6.24K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Krilogy Financial's portfolio in Q3 2026, its #277 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 16 quarters since.
  • 472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.