JDLA
SPYG icon

J. Derek Lewis & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

J. Derek Lewis & Associates’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 		$353K Sell
2,969
-278
-9% -$31.8K 0.07% 130
2026
Q1 		$318K Buy
3,247
+31
+1% +$3.23K 0.07% 133
2025
Q4 		$343K Buy
+3,216
New +$341K 0.08% 122

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

J. Derek Lewis & Associates's SPYG Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.6% in Q2 2026, selling an estimated $31.8K and leaving 2,969 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #130.

J. Derek Lewis & Associates first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 968 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • J. Derek Lewis & Associates held 2,969 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $353K as of Q2 2026.
  • J. Derek Lewis & Associates sold 278 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $31.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #130 holding.
  • J. Derek Lewis & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.