Lowe Brockenbrough & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lowe Brockenbrough & Co’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	$29.4K	Hold	300	–	–	﹤0.01%	307
2025 Q4	$32K	Hold	300	–	–	﹤0.01%	306
2025 Q3	$31.4K	Hold	300	–	–	﹤0.01%	309
2025 Q2	$28.6K	Buy	+300	New	+$25.7K	﹤0.01%	299
2021 Q2	–	Sell	-47,524	Closed	-$2.68M	–	224
2021 Q1	$2.68M	Buy	47,524 +977	+2%	+$54.7K	0.26%	94
2020 Q4	$2.57M	Buy	46,547 +2,066	+5%	+$109K	0.28%	92
2020 Q3	$2.23M	Sell	44,481 -2,270	-5%	-$111K	0.28%	92
2020 Q2	$2.1M	Sell	46,751 -465	-1%	-$19.3K	0.28%	90
2020 Q1	$1.69M	Buy	47,216 +32,311	+217%	+$1.32M	0.28%	94
2019 Q4	$625K	Sell	14,905 -60,100	-80%	-$2.41M	0.08%	163
2019 Q3	$2.92M	Buy	75,005 +2,415	+3%	+$94.4K	0.39%	78
2019 Q2	$2.81M	Buy	+72,590	New	+$2.76M	0.38%	76

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

Lowe Brockenbrough & Co's SPYG Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 300 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Lowe Brockenbrough & Co first reported a position in SPYG in Q2 2019 and has held it in 12 quarters since. The position peaked at $2.92M in Q3 2019. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Lowe Brockenbrough & Co held 300 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $29.4K as of Q1 2026.
Lowe Brockenbrough & Co left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #307 holding.
Lowe Brockenbrough & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 12 quarters since.
Lowe Brockenbrough & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.92M in Q3 2019.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.