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

Lantz Financial’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	$1.26M	Hold	10,577	–	–	0.23%	106
2026 Q1	$1.04M	Hold	10,577	–	–	0.21%	116
2025 Q4	$1.13M	Sell	10,577 -93	-0.9%	-$9.86K	0.24%	108
2025 Q3	$1.12M	Hold	10,670	–	–	0.25%	107
2025 Q2	$1.02M	Sell	10,670 -76	-0.7%	-$6.51K	0.25%	98
2025 Q1	$864K	Buy	10,746 +2	+0%	+$175	0.24%	105
2024 Q4	$944K	Sell	10,744 -329	-3%	-$28.4K	0.25%	96
2024 Q3	$918K	Hold	11,073	–	–	0.25%	92
2024 Q2	$887K	Hold	11,073	–	–	0.28%	93
2024 Q1	$810K	Sell	11,073 -1,166	-10%	-$81.2K	0.26%	91
2023 Q4	$796K	Buy	12,239 +154	+1%	+$9.5K	0.29%	89
2023 Q3	$716K	Sell	12,085 -206	-2%	-$12.6K	0.29%	87
2023 Q2	$750K	Sell	12,291 -493	-4%	-$28.2K	0.29%	85
2023 Q1	$708K	Sell	12,784 -1,794	-12%	-$95K	0.29%	87
2022 Q4	$739K	Sell	14,578 -2,619	-15%	-$136K	0.34%	77
2022 Q3	$862K	Sell	17,197 -5,133	-23%	-$289K	0.45%	59
2022 Q2	$1.17M	Sell	22,330 -1,855	-8%	-$106K	0.53%	57
2022 Q1	$1.6M	Sell	24,185 -1,795	-7%	-$117K	0.65%	42
2021 Q4	$1.88M	Sell	25,980 -5,504	-17%	-$384K	0.87%	31
2021 Q3	$2.02M	Sell	31,484 -7,160	-19%	-$473K	1.03%	17
2021 Q2	$2.43M	Sell	38,644 -9,915	-20%	-$595K	1.25%	11
2021 Q1	$2.74M	Buy	48,559 +3,299	+7%	+$185K	1.56%	11
2020 Q4	$2.5M	Buy	45,260 +1,494	+3%	+$78.5K	1.56%	10
2020 Q3	$2.19M	Buy	43,766 +1,301	+3%	+$63.8K	1.47%	10
2020 Q2	$1.91M	Buy	42,465 +607	+1%	+$25.2K	1.37%	10
2020 Q1	$1.5M	Buy	41,858 +8,123	+24%	+$333K	1.17%	18
2019 Q4	$1.41M	Buy	33,735 +3,973	+13%	+$159K	0.84%	41
2019 Q3	$1.12M	Buy	29,762 +9,595	+48%	+$375K	0.76%	46
2019 Q2	$792K	Buy	+20,167	New	+$766K	0.54%	57

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Lantz Financial's SPYG Position: Q2 2026 in Review

Lantz Financial held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 10,577 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #106.

Lantz Financial first reported a position in SPYG in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.74M in Q1 2021. 345 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Lantz Financial held 10,577 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.26M as of Q2 2026.
Lantz Financial left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.23% of Lantz Financial's portfolio in Q2 2026, its #106 holding.
Lantz Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 29 quarters since.
Lantz Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.74M in Q1 2021.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.