Lantz Financial
SPYG icon

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
Q3 		$1.3M Hold
10,577
– – 0.24% 102
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% -$9.9K 0.24% 108
2025
Q3 		$1.12M Hold
10,670
– – 0.25% 107
2025
Q2 		$1.02M Sell
10,670
-76
-0.7% -$6.52K 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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Lantz Financial's SPYG Position: Q3 2026 in Review

Lantz Financial held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 10,577 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #102.

Lantz Financial first reported a position in SPYG in Q2 2019 and has held it in 30 quarters since. The position peaked at $2.74M in Q1 2021. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Lantz Financial held 10,577 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.3M as of Q3 2026.
  • Lantz Financial left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.24% of Lantz Financial's portfolio in Q3 2026, its #102 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 30 quarters since.
  • Lantz Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.74M in Q1 2021.
  • 472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.