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 Q2	$1.02M	Buy	8,584 +541	+7%	+$61.8K	0.03%	439
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Level Four Advisory Services's SPYG Position: Q2 2026 in Review

Level Four Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.7% in Q2 2026, buying an estimated $61.8K and bringing the position to 8,584 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #439.

Level Four Advisory Services first reported a position in SPYG in Q4 2016 and has held it in 19 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Level Four Advisory Services held 8,584 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.02M as of Q2 2026.
Level Four Advisory Services bought 541 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $61.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Level Four Advisory Services's portfolio in Q2 2026, its #439 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 19 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.