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SPYG icon

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
Q2 		$1.84M Sell
15,432
-576
-4% -$65.8K 0.19% 102
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lifeworks Advisors's SPYG Position: Q2 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.6% in Q2 2026, selling an estimated $65.8K and leaving 15,432 shares worth $1.84M. The position accounts for 0.19% of the portfolio, ranked #102.

Lifeworks Advisors first reported a position in SPYG in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.14M in Q3 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Lifeworks Advisors held 15,432 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.84M as of Q2 2026.
  • Lifeworks Advisors sold 576 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $65.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Lifeworks Advisors's portfolio in Q2 2026, its #102 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 15 quarters since.
  • Lifeworks Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.14M in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.