KL
SPYG icon

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

KWMG LLC’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 		– Sell
-5,520
Closed -$540K – 157
2026
Q1 		$540K Buy
+5,520
New +$575K 0.05% 113

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

KWMG LLC's SPYG Position: Q2 2026 in Review

KWMG LLC sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 5,520 shares — an estimated $540K sold.

KWMG LLC first reported a position in SPYG in Q1 2026 and held it in 1 quarter. The position peaked at $540K in Q1 2026. 395 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • KWMG LLC reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • KWMG LLC sold 5,520 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $540K.
  • KWMG LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026 and held it in 1 quarter.
  • KWMG LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $540K in Q1 2026.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.