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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return