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

LVW Advisors’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	$460K	Sell	3,737 -367	-9%	-$44K	0.04%	274
2026 Q2	$488K	Hold	4,104	–	–	0.04%	240
2026 Q1	$402K	Hold	4,104	–	–	0.04%	256
2025 Q4	$438K	Hold	4,104	–	–	0.04%	211
2025 Q3	$429K	Buy	+4,104	New	+$409K	0.04%	219

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

LVW Advisors's SPYG Position: Q3 2026 in Review

LVW Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.9% in Q3 2026, selling an estimated $44K and leaving 3,737 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #274.

LVW Advisors first reported a position in SPYG in Q3 2025 and has held it in 5 quarters since. The position peaked at $488K in Q2 2026. 908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

LVW Advisors held 3,737 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $460K as of Q3 2026.
LVW Advisors sold 367 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $44K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #274 holding.
LVW Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
LVW Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $488K in Q2 2026.
908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.