Lloyd Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lloyd Advisory Services’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	$654K	Buy	5,496 +4,344	+377%	+$497K	0.25%	52
2026 Q1	$113K	Sell	1,152 -11,897	-91%	-$1.24M	0.03%	199
2025 Q4	$1.39M	Buy	+13,049	New	+$1.38M	0.54%	33
2025 Q3	–	Sell	-2,789	Closed	-$266K	–	117
2025 Q2	$266K	Buy	+2,789	New	+$239K	0.13%	78
2025 Q1	–	Sell	-2,399	Closed	-$211K	–	115
2024 Q4	$211K	Buy	+2,399	New	+$207K	0.1%	97
2024 Q3	–	Sell	-2,747	Closed	-$220K	–	112
2024 Q2	$220K	Buy	+2,747	New	+$205K	0.1%	83
2024 Q1	–	Sell	-3,276	Closed	-$213K	–	178
2023 Q4	$213K	Buy	+3,276	New	+$202K	0.1%	121
2022 Q3	–	Sell	-5,972	Closed	-$311K	–	66
2022 Q2	$311K	Sell	5,972 -1,411	-19%	-$80.9K	0.24%	43
2022 Q1	$489K	Sell	7,383 -224	-3%	-$14.6K	0.23%	46
2021 Q4	$551K	Sell	7,607 -5,512	-42%	-$385K	0.25%	46
2021 Q3	$840K	Buy	13,119 +5,810	+79%	+$384K	0.43%	30
2021 Q2	$460K	Buy	7,309 +2,472	+51%	+$148K	0.23%	39
2021 Q1	$273K	Buy	4,837 +265	+6%	+$14.8K	0.15%	49
2020 Q4	$253K	Buy	4,572 +460	+11%	+$24.2K	0.14%	45
2020 Q3	$206K	Sell	4,112 -1,224	-23%	-$60K	0.13%	46
2020 Q2	$240K	Buy	5,336 +161	+3%	+$6.69K	0.15%	48
2020 Q1	$185K	Buy	5,175 +3,563	+221%	+$146K	0.14%	52
2019 Q4	$68K	Buy	+1,612	New	+$64.6K	0.06%	103

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

Lloyd Advisory Services's SPYG Position: Q2 2026 in Review

Lloyd Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 377% in Q2 2026, buying an estimated $497K and bringing the position to 5,496 shares worth $654K. The position accounts for 0.25% of the portfolio, ranked #52.

Lloyd Advisory Services first reported a position in SPYG in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Lloyd Advisory Services held 5,496 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $654K as of Q2 2026.
Lloyd Advisory Services bought 4,344 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $497K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of Lloyd Advisory Services's portfolio in Q2 2026, its #52 holding.
Lloyd Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 18 quarters since.
Lloyd Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.39M in Q4 2025.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.