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	–	Sell	-3,000	Closed	-$320K	–	6152
2025 Q4	$320K	Buy	+3,000	New	+$318K	﹤0.01%	5102
2025 Q3	–	Sell	-4,500	Closed	-$429K	–	5982
2025 Q2	$429K	Sell	4,500 -2,000	-31%	-$171K	﹤0.01%	4499
2025 Q1	$522K	Buy	+6,500	New	+$567K	﹤0.01%	4134

Other funds holding SPYG

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial's SPYG Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2% in Q2 2026, buying an estimated $91.7M and bringing the position to 40,632,371 shares worth $4.83B. The position accounts for 1.09% of the portfolio, ranked #7.

LPL Financial first reported a position in SPYG in Q2 2013 and has held it in 53 quarters since. 1,408 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

LPL Financial held 40,632,371 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.83B as of Q2 2026.
LPL Financial bought 801,892 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $91.7M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.09% of LPL Financial's portfolio in Q2 2026, its #7 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 53 quarters since.
1,408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.