LI
SPYG icon

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

LRI Investments’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
Q2 		$315K Hold
2,647
– – 0.03% 252
2026
Q1 		$259K Hold
2,647
– – 0.02% 249
2025
Q4 		$282K Hold
2,647
– – 0.02% 239
2025
Q3 		$277K Hold
2,647
– – 0.02% 248
2025
Q2 		$252K Hold
2,647
– – 0.02% 252
2025
Q1 		$213K Buy
+2,647
New +$231K 0.02% 253

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

LRI Investments's SPYG Position: Q2 2026 in Review

LRI Investments held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 2,647 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #252.

LRI Investments first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • LRI Investments held 2,647 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $315K as of Q2 2026.
  • LRI Investments left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of LRI Investments's portfolio in Q2 2026, its #252 holding.
  • LRI Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.