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SPYG icon

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

Linscomb Wealth’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 		$603K Buy
6,158
+15
+0.2% +$1.56K 0.03% 229
2025
Q4 		$655K Hold
6,143
– – 0.03% 208
2025
Q3 		$642K Hold
6,143
– – 0.03% 214
2025
Q2 		$586K Hold
6,143
– – 0.03% 218
2025
Q1 		$494K Hold
6,143
– – 0.02% 227
2024
Q4 		$540K Buy
6,143
+11
+0.2% +$950 0.03% 219
2024
Q3 		$509K Buy
6,132
+10
+0.2% +$799 0.03% 218
2024
Q2 		$491K Buy
6,122
+9
+0.1% +$672 0.03% 215
2024
Q1 		$447K Buy
6,113
+9
+0.1% +$626 0.02% 221
2023
Q4 		$397K Sell
6,104
-77
-1% -$4.75K 0.02% 225
2023
Q3 		$366K Buy
6,181
+115
+2% +$7.04K 0.02% 226
2023
Q2 		$370K Buy
6,066
+18
+0.3% +$1.03K 0.02% 229
2023
Q1 		$335K Sell
6,048
-121
-2% -$6.41K 0.02% 241
2022
Q4 		$313K Buy
6,169
+118
+2% +$6.14K 0.02% 276
2022
Q3 		$303K Buy
6,051
+55
+0.9% +$3.09K 0.02% 235
2022
Q2 		$313K Sell
5,996
-30
-0.5% -$1.72K 0.02% 243
2022
Q1 		$399K Buy
6,026
+10
+0.2% +$651 0.02% 252
2021
Q4 		$436K Buy
6,016
+10
+0.2% +$698 0.02% 241
2021
Q3 		$384K Buy
6,006
+10
+0.2% +$660 0.02% 242
2021
Q2 		$378K Buy
5,996
+10
+0.2% +$600 0.02% 239
2021
Q1 		$338K Buy
5,986
+52
+0.9% +$2.91K 0.02% 249
2020
Q4 		$328K Buy
5,934
+19
+0.3% +$998 0.02% 245
2020
Q3 		$296K Sell
5,915
-5,576
-49% -$273K 0.02% 243
2020
Q2 		$516K Sell
11,491
-37,523
-77% -$1.56M 0.04% 188
2020
Q1 		$1.75M Buy
49,014
+1,832
+4% +$75K 0.15% 93
2019
Q4 		$1.98M Buy
+47,182
New +$1.89M 0.13% 106

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Linscomb Wealth's SPYG Position: Q1 2026 in Review

Linscomb Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.24% in Q1 2026, buying an estimated $1.56K and bringing the position to 6,158 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #229.

Linscomb Wealth first reported a position in SPYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.98M in Q4 2019. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Linscomb Wealth held 6,158 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $603K as of Q1 2026.
  • Linscomb Wealth bought 15 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.56K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Linscomb Wealth's portfolio in Q1 2026, its #229 holding.
  • Linscomb Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Linscomb Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.98M in Q4 2019.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.