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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.39K Sell
62
-1
-2% -$114 ﹤0.01% 552
2026
Q1
$6.17K Hold
63
﹤0.01% 562
2025
Q4
$6.72K Buy
+63
New +$6.68K ﹤0.01% 549

Other funds holding SPYG

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

Lodestone Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.6% in Q2 2026, selling an estimated $114 and leaving 62 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Lodestone Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Lodestone Wealth Management held 62 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.39K as of Q2 2026.
  • Lodestone Wealth Management sold 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q2 2026, an estimated $114.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #552 holding.
  • Lodestone Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 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 Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.