LPL Financial
SPYG icon

LPL Financial’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

LPL Financial’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 		$3.9B Sell
39,830,479
-387,298
-1% -$40.3M 1.04% 8
2025
Q4 		$4.29B Buy
40,217,777
+1,039,128
+3% +$110M 1.17% 8
2025
Q3 		$4.09B Buy
39,178,649
+1,320,306
+3% +$131M 1.19% 8
2025
Q2 		$3.61B Buy
37,858,343
+1,787,487
+5% +$153M 1.2% 8
2025
Q1 		$2.9B Buy
36,070,856
+2,047,648
+6% +$179M 1.13% 10
2024
Q4 		$2.99B Buy
34,023,208
+2,620,046
+8% +$226M 1.22% 9
2024
Q3 		$2.6B Buy
31,403,162
+1,354,443
+5% +$108M 1.16% 10
2024
Q2 		$2.41B Buy
30,048,719
+2,013,457
+7% +$150M 1.2% 9
2024
Q1 		$2.05B Buy
28,035,262
+1,561,590
+6% +$109M 1.1% 12
2023
Q4 		$1.72B Buy
26,473,672
+3,324,346
+14% +$205M 1.04% 11
2023
Q3 		$1.37B Buy
23,149,326
+1,322,547
+6% +$81M 0.96% 13
2023
Q2 		$1.33B Buy
21,826,779
+1,175,983
+6% +$67.4M 0.95% 13
2023
Q1 		$1.14B Buy
20,650,796
+2,035,999
+11% +$108M 0.89% 15
2022
Q4 		$943M Buy
18,614,797
+2,677,178
+17% +$139M 0.81% 19
2022
Q3 		$798M Buy
15,937,619
+3,344,761
+27% +$188M 0.77% 19
2022
Q2 		$658M Buy
12,592,858
+2,331,746
+23% +$134M 0.63% 27
2022
Q1 		$679M Buy
10,261,112
+931,566
+10% +$60.6M 0.58% 30
2021
Q4 		$676M Buy
9,329,546
+1,260,664
+16% +$88M 0.57% 29
2021
Q3 		$517M Buy
8,068,882
+1,458,481
+22% +$96.3M 0.49% 34
2021
Q2 		$416M Buy
6,610,401
+605,613
+10% +$36.3M 0.42% 45
2021
Q1 		$339M Buy
6,004,788
+52,637
+0.9% +$2.95M 0.39% 46
2020
Q4 		$329M Buy
5,952,151
+1,092,344
+22% +$57.4M 0.43% 43
2020
Q3 		$244M Sell
4,859,807
-55,604
-1% -$2.73M 0.38% 50
2020
Q2 		$221M Buy
4,915,411
+1,851,616
+60% +$76.9M 0.38% 49
2020
Q1 		$110M Buy
3,063,795
+1,218,747
+66% +$49.9M 0.24% 82
2019
Q4 		$77.3M Buy
1,845,048
+471,659
+34% +$18.9M 0.14% 138
2019
Q3 		$53.4M Buy
1,373,389
+167,607
+14% +$6.55M 0.11% 168
2019
Q2 		$46.7M Sell
1,205,782
-171,044
-12% -$6.5M 0.1% 183
2019
Q1 		$51.2M Sell
1,376,826
-167,262
-11% -$5.91M 0.12% 164
2018
Q4 		$50.2M Buy
1,544,088
+78,517
+5% +$2.74M 0.13% 136
2018
Q3 		$56M Buy
1,465,571
+352,828
+32% +$13.1M 0.13% 135
2018
Q2 		$39.1M Buy
1,112,743
+41,850
+4% +$1.45M 0.1% 175
2018
Q1 		$35.9M Buy
1,070,893
+169,325
+19% +$5.83M 0.1% 184
2017
Q4 		$29.8M Sell
901,568
-15,876
-2% -$513K 0.09% 193
2017
Q3 		$28.4M Sell
917,444
-230,524
-20% -$7.01M 0.1% 181
2017
Q2 		$33.9M Sell
1,147,968
-223,772
-16% -$6.55M 0.13% 151
2017
Q1 		$39M Sell
1,371,740
-400,600
-23% -$11.1M 0.27% 54
2016
Q4 		$46.9M Buy
1,772,340
+235,796
+15% +$6.16M 0.36% 43
2016
Q3 		$40.1M Buy
1,536,544
+6,616
+0.4% +$173K 0.38% 49
2016
Q2 		$38.8M Sell
1,529,928
-722,328
-32% -$18.1M 0.33% 55
2016
Q1 		$56.3M Buy
2,252,256
+15,852
+0.7% +$377K 0.16% 132
2015
Q4 		$55.1M Buy
2,236,404
+1,469,572
+192% +$37M 0.15% 135
2015
Q3 		$18.5M Sell
766,832
-114,348
-13% -$2.81M 0.1% 185
2015
Q2 		$21.8M Buy
881,180
+37,272
+4% +$934K 0.11% 175
2015
Q1 		$20.7M Buy
843,908
+104,260
+14% +$2.56M 0.11% 171
2014
Q4 		$17.9M Buy
739,648
+24,508
+3% +$579K 0.1% 190
2014
Q3 		$16.3M Sell
715,140
-29,264
-4% -$675K 0.1% 199
2014
Q2 		$16.9M Sell
744,404
-500
-0.1% -$11K 0.1% 186
2014
Q1 		$16.1M Sell
744,904
-17,004
-2% -$364K 0.1% 194
2013
Q4 		$16.3M Buy
761,908
+5,416
+0.7% +$111K 0.1% 187
2013
Q3 		$14.8M Sell
756,492
-1,596
-0.2% -$30.5K 0.1% 189
2013
Q2 		$13.8M Buy
+758,088
New +$13.9M 0.1% 184

Other funds holding SPYG

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial's SPYG Position: Q1 2026 in Review

LPL Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.96% in Q1 2026, selling an estimated $40.3M and leaving 39,830,479 shares worth $3.9B. The position accounts for 1.04% of the portfolio, ranked #8.

LPL Financial first reported a position in SPYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.29B in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • LPL Financial held 39,830,479 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.9B as of Q1 2026.
  • LPL Financial sold 387,298 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $40.3M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.04% of LPL Financial's portfolio in Q1 2026, its #8 holding.
  • LPL Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.29B in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.