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

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 $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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Lowe Wealth Advisors's SPYG Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.3% in Q3 2025, selling an estimated $4.58K and leaving 1,032 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #92.

Lowe Wealth Advisors first reported a position in SPYG in Q4 2019 and has held it in 24 quarters since. 1,220 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

Lowe Wealth Advisors held 1,032 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $108K as of Q3 2025.
Lowe Wealth Advisors sold 46 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $4.58K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #92 holding.
Lowe Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 24 quarters since.
1,220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.