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LWM Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

LWM Advisory Services’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 		– Sell
-4,146
Closed -$406K – 95
2026
Q1 		$406K Sell
4,146
-12,016
-74% -$1.25M 0.43% 53
2025
Q4 		$1.72M Buy
16,162
+1,998
+14% +$212K 1.01% 21
2025
Q3 		$1.48M Buy
14,164
+450
+3% +$44.8K 0.86% 24
2025
Q2 		$1.31M Sell
13,714
-609
-4% -$52.2K 0.9% 25
2025
Q1 		$1.15M Sell
14,323
-1,212
-8% -$106K 0.8% 26
2024
Q4 		$1.37M Sell
15,535
-652
-4% -$56.3K 0.95% 24
2024
Q3 		$1.34M Sell
16,187
-2,163
-12% -$173K 0.99% 22
2024
Q2 		$1.47M Sell
18,350
-1,100
-6% -$82.2K 1.23% 23
2024
Q1 		$1.42M Sell
19,450
-243
-1% -$16.9K 1.14% 20
2023
Q4 		$1.28M Buy
19,693
+206
+1% +$12.7K 1.13% 19
2023
Q3 		$1.16M Buy
19,487
+156
+0.8% +$9.56K 1.24% 18
2023
Q2 		$1.18M Buy
19,331
+711
+4% +$40.7K 1.25% 17
2023
Q1 		$1.03M Buy
18,620
+6,478
+53% +$343K 1.1% 19
2022
Q4 		$615K Sell
12,142
-87
-0.7% -$4.53K 0.68% 32
2022
Q3 		$613K Buy
12,229
+3,125
+34% +$176K 0.69% 38
2022
Q2 		$476K Buy
9,104
+86
+1% +$4.93K 0.57% 53
2022
Q1 		$597K Buy
9,018
+1,554
+21% +$101K 0.74% 40
2021
Q4 		$541K Buy
+7,464
New +$521K 0.67% 42

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LWM Advisory Services's SPYG Position: Q2 2026 in Review

LWM Advisory Services sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 4,146 shares — an estimated $406K sold.

LWM Advisory Services first reported a position in SPYG in Q4 2021 and held it in 18 quarters. The position peaked at $1.72M in Q4 2025. 853 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • LWM Advisory Services reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • LWM Advisory Services sold 4,146 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $406K.
  • LWM Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 18 quarters.
  • LWM Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.72M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.