LA
SPYG icon

Lane & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lane & 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
2025
Q1 		$12.7M Buy
158,500
+10,202
+7% +$891K 6.87% 2
2024
Q4 		$13.4M Buy
148,298
+35,283
+31% +$3.05M 6.91% 3
2024
Q3 		$9.37M Buy
113,015
+57,919
+105% +$4.63M 5.1% 3
2024
Q2 		$4.41M Sell
55,096
-3,799
-6% -$284K 2.6% 8
2024
Q1 		$4.31M Sell
58,895
-31
-0.1% -$2.16K 2.71% 9
2023
Q4 		$3.83M Sell
58,926
-3,792
-6% -$234K 2.79% 9
2023
Q3 		$3.72M Sell
62,718
-2,929
-4% -$179K 2.99% 7
2023
Q2 		$4.01M Sell
65,647
-1,344
-2% -$77K 3.19% 7
2023
Q1 		$3.71M Sell
66,991
-5,046
-7% -$267K 3.31% 7
2022
Q4 		$3.65M Buy
+72,037
New +$3.75M 3.46% 6

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Lane & Associates's SPYG Position: Q1 2025 in Review

Lane & Associates increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.9% in Q1 2025, buying an estimated $891K and bringing the position to 158,500 shares worth $12.7M. The position accounts for 6.87% of the portfolio, ranked #2.

Lane & Associates first reported a position in SPYG in Q4 2022 and has held it in 10 quarters since. The position peaked at $13.4M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Lane & Associates held 158,500 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.7M as of Q1 2025.
  • Lane & Associates bought 10,202 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $891K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 6.87% of Lane & Associates's portfolio in Q1 2025, its #2 holding.
  • Lane & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.4M in Q4 2024.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.