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

Lion Street 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
2025 Q3	$461K	Buy	6,599 +2,888	+78%	+$288K	0.16%	125
2025 Q2	$354K	Buy	3,711 +1,188	+47%	+$102K	0.11%	197
2025 Q1	$203K	Sell	2,523 -6,625	-72%	-$578K	0.06%	258
2024 Q4	$804K	Buy	9,148 +6,630	+263%	+$573K	0.26%	87
2024 Q3	$209K	Sell	2,518 -3,685	-59%	-$295K	0.07%	248
2024 Q2	$497K	Buy	+6,203	New	+$463K	0.18%	118
2023 Q4	–	Sell	-5,039	Closed	-$299K	–	267
2023 Q3	$299K	Sell	5,039 -2,844	-36%	-$174K	0.1%	185
2023 Q2	$551K	Buy	+7,883	New	+$452K	0.19%	105
2023 Q1	–	Sell	-5,085	Closed	-$355K	–	266
2022 Q4	$355K	Buy	+5,085	New	+$265K	0.19%	91
2022 Q3	–	Sell	-5,085	Closed	-$355K	–	167
2022 Q2	$355K	Buy	+5,085	New	+$292K	0.19%	91
2022 Q1	–	Sell	-7,234	Closed	-$524K	–	160
2021 Q4	$524K	Buy	7,234 +1,468	+25%	+$102K	0.26%	59
2021 Q3	$369K	Buy	+5,766	New	+$381K	0.2%	86
2021 Q1	–	Sell	-7,138	Closed	-$347K	–	41
2020 Q4	$347K	Sell	7,138 -19,107	-73%	-$1M	0.85%	27
2020 Q3	$1.32M	Buy	26,245 +18,592	+243%	+$911K	2.68%	12
2020 Q2	$344K	Sell	7,653 -4,404	-37%	-$183K	2.4%	16
2020 Q1	$431K	Buy	+12,057	New	+$494K	2.35%	12

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Lion Street Advisors's SPYG Position: Q3 2025 in Review

Lion Street Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 78% in Q3 2025, buying an estimated $288K and bringing the position to 6,599 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #125.

Lion Street Advisors first reported a position in SPYG in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.32M in Q3 2020. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

Lion Street Advisors held 6,599 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $461K as of Q3 2025.
Lion Street Advisors bought 2,888 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $288K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of Lion Street Advisors's portfolio in Q3 2025, its #125 holding.
Lion Street Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 16 quarters since.
Lion Street Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.32M in Q3 2020.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.