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 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 $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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Lloyd Advisory Services's SPYG Position: Q1 2026 in Review

Lloyd Advisory Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 91% in Q1 2026, selling an estimated $1.24M and leaving 1,152 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #199.

Lloyd Advisory Services first reported a position in SPYG in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.39M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Lloyd Advisory Services held 1,152 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $113K as of Q1 2026.
Lloyd Advisory Services sold 11,897 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.24M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Lloyd Advisory Services's portfolio in Q1 2026, its #199 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 17 quarters since.
Lloyd Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.39M in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.