Level Four Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Level Four Advisory Services’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	$788K	Buy	8,043 +1,019	+15%	+$106K	0.03%	470
2025 Q4	$750K	Buy	7,024 +1,539	+28%	+$163K	0.02%	473
2025 Q3	$573K	Buy	5,485 +1,295	+31%	+$129K	0.02%	523
2025 Q2	$399K	Buy	4,190 +565	+16%	+$48.4K	0.01%	574
2025 Q1	$291K	Sell	3,625 -25	-0.7%	-$2.18K	0.01%	637
2024 Q4	$321K	Sell	3,650 -6	-0.2%	-$518	0.01%	604
2024 Q3	$301K	Sell	3,656 -2	-0.1%	-$160	0.01%	628
2024 Q2	$293K	Buy	3,658 +537	+17%	+$40.1K	0.01%	622
2024 Q1	$203K	Hold	3,121	–	–	0.01%	717
2023 Q4	$203K	Buy	+3,121	New	+$192K	0.01%	713
2021 Q3	–	Sell	-9,023	Closed	-$568K	–	618
2021 Q2	$568K	Buy	9,023 +343	+4%	+$20.6K	0.04%	371
2021 Q1	$490K	Buy	8,680 +1,015	+13%	+$56.9K	0.04%	385
2020 Q4	$424K	Sell	7,665 -1,714	-18%	-$90.1K	0.03%	396
2020 Q3	$470K	Sell	9,379 -5,227	-36%	-$256K	0.04%	356
2020 Q2	$657K	Sell	14,606 -9,190	-39%	-$382K	0.05%	321
2020 Q1	$852K	Buy	23,796 +17,926	+305%	+$734K	0.1%	224
2019 Q4	$245K	Buy	+5,870	New	+$235K	0.01%	499
2017 Q1	–	Sell	-8,876	Closed	-$234K	–	512
2016 Q4	$234K	Buy	+8,876	New	+$232K	0.03%	416

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

Level Four Advisory Services's SPYG Position: Q1 2026 in Review

Level Four Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 15% in Q1 2026, buying an estimated $106K and bringing the position to 8,043 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #470.

Level Four Advisory Services first reported a position in SPYG in Q4 2016 and has held it in 18 quarters since. The position peaked at $852K in Q1 2020. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Level Four Advisory Services held 8,043 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $788K as of Q1 2026.
Level Four Advisory Services bought 1,019 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $106K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #470 holding.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2016 and has held it in 18 quarters since.
Level Four Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $852K in Q1 2020.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.