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 Q2	$3.54M	Sell	29,790 -886	-3%	-$101K	2.05%	11
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kuhn & Co Investment Counsel's SPYG Position: Q2 2026 in Review

Kuhn & Co Investment Counsel reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.9% in Q2 2026, selling an estimated $101K and leaving 29,790 shares worth $3.54M. The position accounts for 2.05% of the portfolio, ranked #11.

Kuhn & Co Investment Counsel first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Kuhn & Co Investment Counsel held 29,790 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.54M as of Q2 2026.
Kuhn & Co Investment Counsel sold 886 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $101K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.05% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #11 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 11 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.