KWB Wealth
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
Q3 		$96.9M Sell
787,164
-11,208
-1% -$1.35M 8.28% 2
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% +$9.6M 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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

KWB Wealth's SPYG Position: Q3 2026 in Review

KWB Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.4% in Q3 2026, selling an estimated $1.35M and leaving 787,164 shares worth $96.9M. The position accounts for 8.28% of the portfolio, ranked #2.

KWB Wealth first reported a position in SPYG in Q4 2020 and has held it in 24 quarters since. The position peaked at $105M in Q4 2025. 365 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • KWB Wealth held 787,164 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $96.9M as of Q3 2026.
  • KWB Wealth sold 11,208 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $1.35M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 8.28% of KWB Wealth's portfolio in Q3 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 24 quarters since.
  • KWB Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $105M in Q4 2025.
  • 365 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.