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 $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.