LNC
SPYG icon

Lincoln National Corp’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-27,694
Closed -$2.03M – 994
2024
Q1 		$2.03M Buy
27,694
+4,653
+20% +$324K 0.03% 322
2023
Q4 		$1.5M Buy
23,041
+553
+2% +$34.1K 0.03% 356
2023
Q3 		$1.33M Buy
22,488
+998
+5% +$61.1K 0.03% 338
2023
Q2 		$1.31M Sell
21,490
-1,198
-5% -$68.6K 0.03% 344
2023
Q1 		$1.26M Buy
22,688
+128
+0.6% +$6.78K 0.03% 336
2022
Q4 		$1.14M Buy
22,560
+665
+3% +$34.6K 0.03% 325
2022
Q3 		$1.1M Sell
21,895
-5,125
-19% -$288K 0.03% 319
2022
Q2 		$1.41M Buy
27,020
+7,114
+36% +$408K 0.03% 267
2022
Q1 		$1.32M Sell
19,906
-3,832
-16% -$249K 0.03% 300
2021
Q4 		$1.72M Sell
23,738
-211
-0.9% -$14.7K 0.03% 244
2021
Q3 		$1.53M Sell
23,949
-316
-1% -$20.9K 0.03% 243
2021
Q2 		$1.53M Buy
24,265
+1
+0% +$60 0.03% 240
2021
Q1 		$1.37M Sell
24,264
-2,144
-8% -$120K 0.03% 238
2020
Q4 		$1.46M Sell
26,408
-1,404
-5% -$73.8K 0.04% 219
2020
Q3 		$1.39M Buy
27,812
+1,323
+5% +$64.8K 0.04% 204
2020
Q2 		$1.19M Sell
26,489
-1,489
-5% -$61.8K 0.04% 213
2020
Q1 		$1M Sell
27,978
-1,845
-6% -$75.6K 0.04% 206
2019
Q4 		$1.25M Buy
29,823
+1,936
+7% +$77.6K 0.04% 217
2019
Q3 		$1.08M Sell
27,887
-1,506
-5% -$58.8K 0.04% 214
2019
Q2 		$1.14M Buy
29,393
+652
+2% +$24.8K 0.04% 185
2019
Q1 		$1.07M Sell
28,741
-1,961
-6% -$69.3K 0.04% 188
2018
Q4 		$998K Buy
30,702
+3,324
+12% +$116K 0.05% 178
2018
Q3 		$1.05M Sell
27,378
-3,431
-11% -$127K 0.04% 172
2018
Q2 		$1.08M Sell
30,809
-901
-3% -$31.3K 0.04% 163
2018
Q1 		$1.06M Buy
31,710
+10,599
+50% +$365K 0.04% 152
2017
Q4 		$697K Buy
+21,111
New +$682K 0.02% 301

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Lincoln National Corp's SPYG Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 27,694 shares — an estimated $2.03M sold.

Lincoln National Corp first reported a position in SPYG in Q4 2017 and held it in 26 quarters. The position peaked at $2.03M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Lincoln National Corp reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 27,694 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $2.03M.
  • Lincoln National Corp first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and held it in 26 quarters.
  • Lincoln National Corp's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.03M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.