LFG
SPYG icon

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

Larson Financial Group’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 		$3.18M Sell
32,469
-1,244
-4% -$130K 0.1% 175
2025
Q4 		$3.6M Buy
33,713
+96
+0.3% +$10.2K 0.12% 156
2025
Q3 		$3.51M Sell
33,617
-2,014
-6% -$201K 0.12% 152
2025
Q2 		$3.4M Sell
35,631
-1,268
-3% -$109K 0.14% 146
2025
Q1 		$2.97M Buy
36,899
+918
+3% +$80.1K 0.14% 141
2024
Q4 		$3.16M Sell
35,981
-8,375
-19% -$724K 0.16% 113
2024
Q3 		$3.68M Sell
44,356
-31,144
-41% -$2.49M 0.21% 97
2024
Q2 		$6.05M Buy
75,500
+14,530
+24% +$1.09M 0.41% 49
2024
Q1 		$4.46M Sell
60,970
-2,203
-3% -$153K 0.34% 56
2023
Q4 		$4.11M Sell
63,173
-298
-0.5% -$18.4K 0.36% 55
2023
Q3 		$3.76M Buy
63,471
+38,214
+151% +$2.34M 0.37% 53
2023
Q2 		$1.54M Sell
25,257
-4,056
-14% -$232K 0.15% 125
2023
Q1 		$1.62M Buy
29,313
+4,304
+17% +$228K 0.18% 112
2022
Q4 		$1.27M Sell
25,009
-8,281
-25% -$431K 0.15% 135
2022
Q3 		$1.67M Buy
33,290
+12,510
+60% +$704K 0.24% 77
2022
Q2 		$1.09M Sell
20,780
-20,792
-50% -$1.19M 0.19% 63
2022
Q1 		$2.75M Sell
41,572
-43,042
-51% -$2.8M 0.44% 40
2021
Q4 		$6.13M Buy
84,614
+71,803
+560% +$5.01M 0.97% 25
2021
Q3 		$820K Buy
12,811
+4,246
+50% +$280K 0.16% 61
2021
Q2 		$539K Buy
8,565
+445
+5% +$26.7K 0.13% 70
2021
Q1 		$458K Buy
8,120
+1,598
+25% +$89.5K 0.13% 66
2020
Q4 		$361K Buy
6,522
+5,471
+521% +$288K 0.12% 69
2020
Q3 		$53K Buy
1,051
+1,022
+3,524% +$50.1K 0.02% 191
2020
Q2 		$1K Hold
29
– – ﹤0.01% 650
2020
Q1 		$1K Buy
+29
New +$1.19K ﹤0.01% 509

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

Larson Financial Group's SPYG Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.7% in Q1 2026, selling an estimated $130K and leaving 32,469 shares worth $3.18M. The position accounts for 0.1% of the portfolio, ranked #175.

Larson Financial Group first reported a position in SPYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.13M in Q4 2021. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Larson Financial Group held 32,469 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.18M as of Q1 2026.
  • Larson Financial Group sold 1,244 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $130K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Larson Financial Group's portfolio in Q1 2026, its #175 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.13M in Q4 2021.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.