Kuhn & Co Investment Counsel’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Kuhn & Co Investment Counsel’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	$3M	Buy	30,676 +4,302	+16%	+$448K	1.93%	10
2025 Q4	$2.81M	Buy	26,374 +2,144	+9%	+$227K	1.88%	12
2025 Q3	$2.53M	Buy	24,230 +184	+0.8%	+$18.3K	2%	10
2025 Q2	$2.29M	Buy	24,046 +3,351	+16%	+$287K	1.73%	11
2025 Q1	$1.66M	Buy	20,695 +1,615	+8%	+$141K	1.4%	19
2024 Q4	$1.68M	Buy	19,080 +599	+3%	+$51.8K	1.43%	17
2024 Q3	$1.53M	Buy	18,481 +30	+0.2%	+$2.4K	1.31%	22
2024 Q2	$1.48M	Buy	18,451 +1,546	+9%	+$115K	1.33%	20
2024 Q1	$1.24M	Buy	16,905 +56	+0.3%	+$3.9K	1.16%	26
2023 Q4	$1.1M	Buy	+16,849	New	+$1.04M	1.12%	28

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

Kuhn & Co Investment Counsel's SPYG Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q1 2026, buying an estimated $448K and bringing the position to 30,676 shares worth $3M. The position accounts for 1.93% of the portfolio, ranked #10.

Kuhn & Co Investment Counsel first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Kuhn & Co Investment Counsel held 30,676 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3M as of Q1 2026.
Kuhn & Co Investment Counsel bought 4,302 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $448K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.93% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #10 holding.
Kuhn & Co Investment Counsel first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.