KW
SPYG icon

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

KWB Wealth’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 		$95M Sell
798,372
-108,504
-12% -$12.4M 8.13% 2
2026
Q1 		$96.8M Sell
906,876
-75,323
-8% -$7.84M 9.57% 1
2025
Q4 		$105M Sell
982,199
-49,709
-5% -$5.27M 9.93% 1
2025
Q3 		$98.4M Sell
1,031,908
-71,634
-6% -$7.13M 10.87% 1
2025
Q2 		$88.7M Sell
1,103,542
-41,274
-4% -$3.54M 10.78% 1
2025
Q1 		$101M Sell
1,144,816
-67,461
-6% -$5.89M 12.14% 1
2024
Q4 		$101M Sell
1,212,277
-74,963
-6% -$6.48M 12.46% 1
2024
Q3 		$103M Sell
1,287,240
-35,449
-3% -$2.83M 13.44% 1
2024
Q2 		$96.8M Sell
1,322,689
-32,654
-2% -$2.44M 13.31% 1
2024
Q1 		$99.1M Buy
1,355,343
+137,755
+11% +$9.59M 13.34% 1
2023
Q4 		$79.2M Buy
1,217,588
+269,348
+28% +$16.6M 11.43% 2
2023
Q3 		$57.9M Sell
948,240
-10,046
-1% -$615K 9.28% 4
2023
Q2 		$58.5M Buy
958,286
+212,630
+29% +$12.2M 9.25% 4
2023
Q1 		$37.8M Buy
745,656
+11,500
+2% +$609K 6.97% 4
2022
Q4 		$37.2M Buy
734,156
+19,704
+3% +$1.03M 7.07% 4
2022
Q3 		$35.8M Sell
714,452
-168,781
-19% -$9.5M 7.15% 4
2022
Q2 		$46.2M Buy
883,233
+45,483
+5% +$2.61M 8.89% 3
2022
Q1 		$60.7M Sell
837,750
-1,887
-0.2% -$123K 10.12% 2
2021
Q4 		$60.8M Buy
839,637
+16,830
+2% +$1.17M 10.11% 2
2021
Q3 		$52.7M Sell
822,807
-167,765
-17% -$11.1M 9.36% 3
2021
Q2 		$55.9M Sell
990,572
-5,222
-0.5% -$313K 10.72% 3
2021
Q1 		$56.2M Sell
995,794
-56,950
-5% -$3.19M 10.73% 3
2020
Q4 		$58.2M Buy
+1,052,744
New +$55.3M 12.11% 2

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KWB Wealth's SPYG Position: Q2 2026 in Review

KWB Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, selling an estimated $12.4M and leaving 798,372 shares worth $95M. The position accounts for 8.13% of the portfolio, ranked #2.

KWB Wealth first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $105M in Q4 2025. 350 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • KWB Wealth held 798,372 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $95M as of Q2 2026.
  • KWB Wealth sold 108,504 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $12.4M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 8.13% of KWB Wealth's portfolio in Q2 2026, its #2 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $105M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.