LMKC
SPYG icon

L.M. Kohn & Company’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-16,621
Closed -$1.58M – 256
2025
Q2 		$1.58M Sell
16,621
-2,475
-13% -$212K 0.43% 40
2025
Q1 		$1.53M Buy
19,096
+864
+5% +$75.4K 0.4% 44
2024
Q4 		$1.6M Buy
18,232
+1,560
+9% +$135K 0.41% 44
2024
Q3 		$1.38M Sell
16,672
-191
-1% -$15.3K 0.35% 58
2024
Q2 		$1.35M Sell
16,863
-7,743
-31% -$578K 0.37% 54
2024
Q1 		$1.8M Sell
24,606
-477
-2% -$33.2K 0.51% 37
2023
Q4 		$1.63M Buy
25,083
+6,156
+33% +$380K 0.52% 37
2023
Q3 		$1.12M Sell
18,927
-1,458
-7% -$89.3K 0.41% 51
2023
Q2 		$1.24M Buy
20,385
+5,926
+41% +$339K 0.47% 47
2023
Q1 		$800K Buy
14,459
+3,354
+30% +$178K 0.33% 68
2022
Q4 		$563K Buy
11,105
+6,295
+131% +$328K 0.26% 92
2022
Q3 		$242K Buy
4,810
+48
+1% +$2.7K 0.12% 170
2022
Q2 		$249K Sell
4,762
-4,920
-51% -$282K 0.12% 185
2022
Q1 		$641K Buy
+9,682
New +$630K 0.25% 102

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

L.M. Kohn & Company's SPYG Position: Q3 2025 in Review

L.M. Kohn & Company sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2025, closing a stake of 16,621 shares — an estimated $1.58M sold.

L.M. Kohn & Company first reported a position in SPYG in Q1 2022 and held it in 14 quarters. The position peaked at $1.8M in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • L.M. Kohn & Company reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 16,621 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $1.58M.
  • L.M. Kohn & Company first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.8M in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.