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Lowery Thomas LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lowery Thomas LLC’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 		$2.74M Sell
27,986
-544
-2% -$56.6K 1.57% 22
2025
Q4 		$3.04M Sell
28,530
-872
-3% -$92.4K 1.72% 19
2025
Q3 		$3.07M Sell
29,402
-271
-0.9% -$27K 1.77% 19
2025
Q2 		$2.83M Sell
29,673
-254
-0.8% -$21.8K 1.81% 19
2025
Q1 		$2.41M Sell
29,927
-298
-1% -$26K 1.65% 21
2024
Q4 		$2.66M Sell
30,225
-243
-0.8% -$21K 1.73% 20
2024
Q3 		$2.53M Sell
30,468
-1,046
-3% -$83.6K 1.71% 19
2024
Q2 		$2.53M Sell
31,514
-127
-0.4% -$9.48K 1.84% 18
2024
Q1 		$2.31M Sell
31,641
-1,174
-4% -$81.7K 1.77% 18
2023
Q4 		$2.13M Sell
32,815
-53
-0.2% -$3.27K 1.83% 18
2023
Q3 		$1.95M Sell
32,868
-481
-1% -$29.5K 1.86% 17
2023
Q2 		$2.03M Sell
33,349
-34
-0.1% -$1.95K 2% 17
2023
Q1 		$1.85M Sell
33,383
-43,634
-57% -$2.31M 2.04% 17
2022
Q4 		$3.9M Sell
77,017
-27,594
-26% -$1.44M 4.69% 8
2022
Q3 		$5.24M Buy
104,611
+1,353
+1% +$76.1K 6.13% 3
2022
Q2 		$5.4M Sell
103,258
-5,459
-5% -$313K 5.16% 6
2022
Q1 		$7.2M Sell
108,717
-5,128
-5% -$334K 5.59% 5
2021
Q4 		$8.25M Buy
+113,845
New +$7.95M 5.69% 3

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Lowery Thomas LLC's SPYG Position: Q1 2026 in Review

Lowery Thomas LLC reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.9% in Q1 2026, selling an estimated $56.6K and leaving 27,986 shares worth $2.74M. The position accounts for 1.57% of the portfolio, ranked #22.

Lowery Thomas LLC first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.25M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Lowery Thomas LLC held 27,986 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.74M as of Q1 2026.
  • Lowery Thomas LLC sold 544 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $56.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.57% of Lowery Thomas LLC's portfolio in Q1 2026, its #22 holding.
  • Lowery Thomas LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.25M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.