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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return