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LWA
Lowe Wealth Advisors’s
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
Stock Holding History
Lowe Wealth Advisors’s Portfolio
SPYG Stock Details
SPYG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$108K
Sell
1,032
-46
-4%
-$4.58K
0.04%
92
2025
Q2
$103K
Hold
1,078
–
–
0.04%
87
2025
Q1
$86.6K
Sell
1,078
-46
-4%
-$4.02K
0.04%
98
2024
Q4
$98.8K
Buy
1,124
+543
+93%
+$46.9K
0.04%
87
2024
Q3
$48.2K
Hold
581
–
–
0.02%
131
2024
Q2
$46.6K
Sell
581
-44
-7%
-$3.29K
0.02%
128
2024
Q1
$45.7K
Hold
625
–
–
0.02%
121
2023
Q4
$40.7K
Buy
625
+34
+6%
+$2.1K
0.02%
129
2023
Q3
$35K
Hold
591
–
–
0.02%
126
2023
Q2
$36.1K
Hold
591
–
–
0.02%
126
2023
Q1
$32.7K
Hold
591
–
–
0.02%
129
2022
Q4
$29.9K
Hold
591
–
–
0.02%
132
2022
Q3
$30K
Sell
591
-400
-40%
-$22.5K
0.02%
125
2022
Q2
$52K
Hold
991
–
–
0.03%
89
2022
Q1
$66K
Hold
991
–
–
0.03%
88
2021
Q4
$72K
Hold
991
–
–
0.03%
80
2021
Q3
$63K
Hold
991
–
–
0.03%
78
2021
Q2
$62K
Hold
991
–
–
0.03%
80
2021
Q1
$56K
Hold
991
–
–
0.03%
78
2020
Q4
$55K
Hold
991
–
–
0.03%
79
2020
Q3
$50K
Buy
991
+20
+2%
+$980
0.03%
73
2020
Q2
$44K
Hold
971
–
–
0.03%
74
2020
Q1
$35K
Buy
971
+24
+3%
+$983
0.02%
75
2019
Q4
$40K
Buy
+947
New
+$38K
0.02%
75
Other funds holding SPYG
LPL Financial
San Diego, California
$376B 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
$761B AUM
31.28%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
HI
Horizon Investments
Charlotte, North Carolina
$8.92B AUM
25.62%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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