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

Lifeworks 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	$1.57M	Sell	16,008 -1,761	-10%	-$183K	0.2%	100
2025 Q4	$1.9M	Sell	17,769 -85	-0.5%	-$9.01K	0.25%	92
2025 Q3	$1.87M	Hold	17,854	–	–	0.25%	90
2025 Q2	$1.7M	Sell	17,854 -295	-2%	-$25.3K	0.25%	93
2025 Q1	$1.46M	Sell	18,149 -5,379	-23%	-$470K	0.24%	97
2024 Q4	$2.07M	Sell	23,528 -2,290	-9%	-$198K	0.37%	77
2024 Q3	$2.14M	Buy	25,818 +16,252	+170%	+$1.3M	0.42%	72
2024 Q2	$767K	Sell	9,566 -3,615	-27%	-$270K	0.21%	103
2024 Q1	$964K	Sell	13,181 -4,057	-24%	-$282K	0.27%	87
2023 Q4	$1.12M	Buy	17,238 +6,246	+57%	+$385K	0.39%	78
2023 Q3	$652K	Buy	+10,992	New	+$673K	0.25%	102
2022 Q3	–	Sell	-4,208	Closed	-$220K	–	155
2022 Q2	$220K	Buy	4,208 +45	+1%	+$2.58K	0.14%	128
2022 Q1	$276K	Sell	4,163 -8	-0.2%	-$521	0.18%	107
2021 Q4	$302K	Buy	+4,171	New	+$291K	0.24%	96

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

Lifeworks Advisors's SPYG Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.9% in Q1 2026, selling an estimated $183K and leaving 16,008 shares worth $1.57M. The position accounts for 0.2% of the portfolio, ranked #100.

Lifeworks Advisors first reported a position in SPYG in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.14M in Q3 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Lifeworks Advisors held 16,008 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.57M as of Q1 2026.
Lifeworks Advisors sold 1,761 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $183K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.2% of Lifeworks Advisors's portfolio in Q1 2026, its #100 holding.
Lifeworks Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Lifeworks Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.14M in Q3 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.