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 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 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

Krilogy Financial's SPYG Position: Q1 2026 in Review

Krilogy Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.91% in Q1 2026, buying an estimated $13.6K and bringing the position to 14,479 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #254.

Krilogy Financial first reported a position in SPYG in Q2 2016 and has held it in 14 quarters since. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Krilogy Financial held 14,479 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.59M as of Q1 2026.
Krilogy Financial bought 131 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $13.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Krilogy Financial's portfolio in Q1 2026, its #254 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 14 quarters since.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.