LBMC Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

LBMC Investment Advisors’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	$3.23M	Sell	33,023 -242	-0.7%	-$25.2K	0.2%	57
2025 Q4	$3.55M	Buy	33,265 +29	+0.1%	+$3.07K	0.22%	55
2025 Q3	$3.47M	Buy	33,236 +26	+0.1%	+$2.59K	0.22%	56
2025 Q2	$3.17M	Buy	33,210 +23	+0.1%	+$1.97K	0.23%	54
2025 Q1	$2.67M	Buy	33,187 +27	+0.1%	+$2.36K	0.21%	54
2024 Q4	$2.91M	Buy	33,160 +37	+0.1%	+$3.2K	0.23%	48
2024 Q3	$2.75M	Buy	33,123 +30	+0.1%	+$2.4K	0.22%	48
2024 Q2	$2.65M	Buy	33,093 +30	+0.1%	+$2.24K	0.23%	46
2024 Q1	$2.42M	Buy	33,063 +28	+0.1%	+$1.95K	0.21%	46
2023 Q4	$2.15M	Buy	33,035 +61	+0.2%	+$3.76K	0.2%	40
2023 Q3	$1.94M	Buy	32,974 +56	+0.2%	+$3.43K	0.21%	39
2023 Q2	$2.01M	Buy	32,918 +60	+0.2%	+$3.44K	0.2%	39
2023 Q1	$1.82M	Sell	32,858 -207	-0.6%	-$11K	0.18%	42
2022 Q4	$1.68M	Buy	33,065 +8	+0%	+$416	0.18%	39
2022 Q3	$1.66M	Buy	33,057 +9,716	+42%	+$547K	0.19%	38
2022 Q2	$1.22M	Buy	23,341 +10,136	+77%	+$581K	0.13%	45
2022 Q1	$874K	Sell	13,205 -1,087	-8%	-$70.7K	0.08%	66
2021 Q4	$1.04M	Buy	14,292 +7,888	+123%	+$551K	0.09%	65
2021 Q3	$937	Sell	6,404 -9,308	-59%	-$615K	0.09%	64
2021 Q2	$989K	Buy	15,712 +20	+0.1%	+$1.2K	0.09%	62
2021 Q1	$885K	Sell	15,692 -1,335	-8%	-$74.8K	0.09%	56
2020 Q4	$941K	Buy	17,027 +28	+0.2%	+$1.47K	0.11%	48
2020 Q3	$852K	Sell	16,999 -10,179	-37%	-$499K	0.12%	48
2020 Q2	$1.22M	Buy	27,178 +10,141	+60%	+$421K	0.19%	39
2020 Q1	$609K	Buy	17,037 +46	+0.3%	+$1.88K	0.11%	41
2019 Q4	$712K	Buy	+16,991	New	+$681K	0.1%	46
2019 Q3	–	Sell	-27,139	Closed	-$1.05M	–	103
2019 Q2	$1.05M	Sell	27,139 -59	-0.2%	-$2.24K	0.16%	37
2019 Q1	$1.01M	Buy	27,198 +10,011	+58%	+$354K	0.16%	36
2018 Q4	$559K	Sell	17,187 -865	-5%	-$30.2K	0.1%	51
2018 Q3	$690K	Sell	18,052 -485	-3%	-$18K	0.11%	47
2018 Q2	$651K	Buy	18,537 +43	+0.2%	+$1.49K	0.11%	48
2018 Q1	$620K	Sell	18,494 -10,070	-35%	-$347K	0.11%	42
2017 Q4	$943K	Buy	28,564 +52	+0.2%	+$1.68K	0.15%	37
2017 Q3	$883K	Buy	28,512 +10,156	+55%	+$309K	0.15%	36
2017 Q2	$543K	Sell	18,356 -10,060	-35%	-$295K	0.1%	44
2017 Q1	$808K	Buy	28,416 +10,152	+56%	+$282K	0.14%	34
2016 Q4	$481K	Buy	18,264 +56	+0.3%	+$1.46K	0.09%	47
2016 Q3	$479K	Buy	18,208 +10,156	+126%	+$266K	0.09%	52
2016 Q2	$203K	Sell	8,052 -10,060	-56%	-$252K	0.04%	67
2016 Q1	$455K	Buy	18,112 +44	+0.2%	+$1.05K	0.09%	46
2015 Q4	$452K	Buy	18,068 +56	+0.3%	+$1.41K	0.1%	42
2015 Q3	$420K	Buy	18,012 +52	+0.3%	+$1.28K	0.1%	41
2015 Q2	$443K	Buy	17,960 +48	+0.3%	+$1.2K	0.09%	39
2015 Q1	$441K	Hold	17,912	–	–	0.1%	39
2014 Q4	$434K	Hold	17,912	–	–	0.1%	37
2014 Q3	$414K	Hold	17,912	–	–	0.1%	34
2014 Q2	$407K	Hold	17,912	–	–	0.11%	34
2014 Q1	$387K	Hold	17,912	–	–	0.1%	34
2013 Q4	$383K	Hold	17,912	–	–	0.1%	35
2013 Q3	$346K	Hold	17,912	–	–	0.1%	36
2013 Q2	$325K	Buy	+17,912	New	+$329K	0.11%	34

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LBMC Investment Advisors's SPYG Position: Q1 2026 in Review

LBMC Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.73% in Q1 2026, selling an estimated $25.2K and leaving 33,023 shares worth $3.23M. The position accounts for 0.2% of the portfolio, ranked #57.

LBMC Investment Advisors first reported a position in SPYG in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.55M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

LBMC Investment Advisors held 33,023 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.23M as of Q1 2026.
LBMC Investment Advisors sold 242 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $25.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.2% of LBMC Investment Advisors's portfolio in Q1 2026, its #57 holding.
LBMC Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2013 and has held it in 51 quarters since.
LBMC Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.55M in Q4 2025.
1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.