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

Lionshead Wealth Management’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	$5.01M	Sell	42,074 -339	-0.8%	-$38.8K	3.25%	7
2026 Q1	$4.15M	Sell	42,413 -1,131	-3%	-$118K	3.06%	7
2025 Q4	$4.65M	Sell	43,544 -1,511	-3%	-$160K	3.49%	7
2025 Q3	$4.71M	Sell	45,055 -336	-0.7%	-$33.5K	3.73%	5
2025 Q2	$4.33M	Buy	45,391 +17,645	+64%	+$1.51M	3.99%	3
2025 Q1	$2.23M	Sell	27,746 -8,090	-23%	-$706K	2.32%	14
2024 Q4	$3.15M	Buy	+35,836	New	+$3.1M	2.28%	13

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lionshead Wealth Management's SPYG Position: Q2 2026 in Review

Lionshead Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.8% in Q2 2026, selling an estimated $38.8K and leaving 42,074 shares worth $5.01M. The position accounts for 3.25% of the portfolio, ranked #7.

Lionshead Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Lionshead Wealth Management held 42,074 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.01M as of Q2 2026.
Lionshead Wealth Management sold 339 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $38.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.25% of Lionshead Wealth Management's portfolio in Q2 2026, its #7 holding.
Lionshead Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.