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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
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
LPL Financial San Diego, California $377B 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

McKinley Carter Wealth Services's SPYG Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5% in Q1 2026, buying an estimated $25.2K and bringing the position to 5,054 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #221.

McKinley Carter Wealth Services first reported a position in SPYG in Q3 2019 and has held it in 26 quarters since. The position peaked at $625K in Q3 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • McKinley Carter Wealth Services held 5,054 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $495K as of Q1 2026.
  • McKinley Carter Wealth Services bought 242 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $25.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #221 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 26 quarters since.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $625K in Q3 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.