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

McKinley Carter Wealth Services’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	$602K	Buy	5,056 +2	+0%	+$229	0.03%	218
2026 Q1	$495K	Buy	5,054 +242	+5%	+$25.2K	0.03%	221
2025 Q4	$513K	Sell	4,812 -815	-14%	-$86.4K	0.03%	219
2025 Q3	$588K	Sell	5,627 -46	-0.8%	-$4.58K	0.03%	207
2025 Q2	$541K	Buy	5,673 +3	+0.1%	+$257	0.03%	207
2025 Q1	$456K	Buy	5,670 +2	+0%	+$175	0.03%	214
2024 Q4	$498K	Buy	5,668 +3	+0.1%	+$259	0.03%	200
2024 Q3	$470K	Sell	5,665 -394	-7%	-$31.5K	0.03%	215
2024 Q2	$486K	Sell	6,059 -336	-5%	-$25.1K	0.03%	211
2024 Q1	$468K	Sell	6,395 -329	-5%	-$22.9K	0.03%	213
2023 Q4	$437K	Sell	6,724 -61	-0.9%	-$3.76K	0.03%	214
2023 Q3	$402K	Sell	6,785 -140	-2%	-$8.58K	0.03%	225
2023 Q2	$423K	Sell	6,925 -357	-5%	-$20.4K	0.03%	221
2023 Q1	$403K	Buy	7,282 +1,619	+29%	+$85.7K	0.03%	223
2022 Q4	$287K	Sell	5,663 -109	-2%	-$5.67K	0.02%	248
2022 Q3	$289K	Sell	5,772 -1,032	-15%	-$58.1K	0.03%	237
2022 Q2	$356K	Sell	6,804 -157	-2%	-$9K	0.03%	227
2022 Q1	$461K	Sell	6,961 -19	-0.3%	-$1.24K	0.04%	203
2021 Q4	$506K	Sell	6,980 -2,791	-29%	-$195K	0.04%	190
2021 Q3	$625K	Sell	9,771 -136	-1%	-$8.98K	0.05%	169
2021 Q2	$624K	Sell	9,907 -99	-1%	-$5.94K	0.05%	169
2021 Q1	$565K	Sell	10,006 -139	-1%	-$7.79K	0.05%	174
2020 Q4	$561K	Buy	+10,145	New	+$533K	0.07%	157
2020 Q3	–	Sell	-8,170	Closed	-$367K	–	145
2020 Q2	$367K	Sell	8,170 -126	-2%	-$5.23K	0.09%	108
2020 Q1	$297K	Sell	8,296 -2,092	-20%	-$85.7K	0.09%	115
2019 Q4	$435K	Sell	10,388 -348	-3%	-$13.9K	0.1%	116
2019 Q3	$418K	Buy	+10,736	New	+$419K	0.11%	118

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McKinley Carter Wealth Services's SPYG Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.04% in Q2 2026, buying an estimated $229 and bringing the position to 5,056 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #218.

McKinley Carter Wealth Services first reported a position in SPYG in Q3 2019 and has held it in 27 quarters since. The position peaked at $625K in Q3 2021. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

McKinley Carter Wealth Services held 5,056 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $602K as of Q2 2026.
McKinley Carter Wealth Services bought 2 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $229.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #218 holding.
McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 27 quarters since.
McKinley Carter Wealth Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $625K in Q3 2021.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.