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Luken Investment Analytics’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Luken Investment Analytics’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 		$5.11M Sell
42,979
-256
-0.6% -$29.3K 1.79% 20
2026
Q1 		$4.23M Sell
43,235
-950
-2% -$98.9K 1.62% 20
2025
Q4 		$4.71M Buy
44,185
+581
+1% +$61.6K 1.86% 15
2025
Q3 		$4.56M Sell
43,604
-228
-0.5% -$22.7K 1.78% 17
2025
Q2 		$4.18M Sell
43,832
-216
-0.5% -$18.5K 1.83% 18
2025
Q1 		$3.54M Sell
44,048
-542
-1% -$47.3K 1.66% 16
2024
Q4 		$3.92M Sell
44,590
-634
-1% -$54.8K 1.82% 15
2024
Q3 		$3.75M Sell
45,224
-59
-0.1% -$4.72K 1.72% 15
2024
Q2 		$3.63M Sell
45,283
-1,352
-3% -$101K 1.82% 17
2024
Q1 		$3.41M Sell
46,635
-1,679
-3% -$117K 1.72% 17
2023
Q4 		$3.14M Sell
48,314
-530
-1% -$32.7K 1.69% 17
2023
Q3 		$2.9M Sell
48,844
-9,611
-16% -$589K 1.68% 17
2023
Q2 		$3.57M Sell
58,455
-5,711
-9% -$327K 2% 13
2023
Q1 		$3.55M Sell
64,166
-182
-0.3% -$9.64K 2.09% 12
2022
Q4 		$3.26M Buy
+64,348
New +$3.35M 2.08% 12
2020
Q4 		$7.08M Buy
+128,090
New +$6.73M 5.26% 7

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Luken Investment Analytics's SPYG Position: Q2 2026 in Review

Luken Investment Analytics reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.59% in Q2 2026, selling an estimated $29.3K and leaving 42,979 shares worth $5.11M. The position accounts for 1.79% of the portfolio, ranked #20.

Luken Investment Analytics first reported a position in SPYG in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.08M in Q4 2020. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Luken Investment Analytics held 42,979 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.11M as of Q2 2026.
  • Luken Investment Analytics sold 256 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $29.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.79% of Luken Investment Analytics's portfolio in Q2 2026, its #20 holding.
  • Luken Investment Analytics first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 16 quarters since.
  • Luken Investment Analytics's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.08M in Q4 2020.
  • 1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.