LF
SPYG icon

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

LifePlan 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
Q2 		$10.8M Sell
90,592
-2,738
-3% -$313K 7.55% 1
2026
Q1 		$9.14M Buy
93,330
+4,134
+5% +$430K 6.75% 2
2025
Q4 		$9.52M Sell
89,196
-1,487
-2% -$158K 7.3% 2
2025
Q3 		$9.48M Sell
90,683
-3,035
-3% -$302K 7.51% 2
2025
Q2 		$8.93M Sell
93,718
-1,281
-1% -$110K 7.4% 2
2025
Q1 		$7.64M Sell
94,999
-1,038
-1% -$90.6K 6.66% 3
2024
Q4 		$8.44M Sell
96,037
-5,115
-5% -$442K 7.46% 2
2024
Q3 		$8.39M Sell
101,152
-2,023
-2% -$162K 7.2% 2
2024
Q2 		$8.27M Sell
103,175
-5,674
-5% -$424K 7.61% 2
2024
Q1 		$7.96M Sell
108,849
-367
-0.3% -$25.5K 7.3% 2
2023
Q4 		$7.11M Buy
+109,216
New +$6.73M 7.12% 2

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LifePlan Financial's SPYG Position: Q2 2026 in Review

LifePlan Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.9% in Q2 2026, selling an estimated $313K and leaving 90,592 shares worth $10.8M. The position accounts for 7.55% of the portfolio, ranked #1.

LifePlan Financial first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • LifePlan Financial held 90,592 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.8M as of Q2 2026.
  • LifePlan Financial sold 2,738 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $313K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.55% of LifePlan Financial's portfolio in Q2 2026, its #1 holding.
  • LifePlan Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.