Luken Investment Analytics
SPYG icon

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
Q3 		$5.28M Sell
42,872
-107
-0.2% -$12.8K 1.82% 20
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% -$9.6K 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 $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Luken Investment Analytics's SPYG Position: Q3 2026 in Review

Luken Investment Analytics reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.25% in Q3 2026, selling an estimated $12.8K and leaving 42,872 shares worth $5.28M. The position accounts for 1.82% of the portfolio, ranked #20.

Luken Investment Analytics first reported a position in SPYG in Q4 2020 and has held it in 17 quarters since. The position peaked at $7.08M in Q4 2020. 908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Luken Investment Analytics held 42,872 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.28M as of Q3 2026.
  • Luken Investment Analytics sold 107 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $12.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.82% of Luken Investment Analytics's portfolio in Q3 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 17 quarters since.
  • Luken Investment Analytics's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.08M in Q4 2020.
  • 908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Luken Investment Analytics's 13F filing for Q3 2026, filed 6 Nov 2026.