Lyell Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lyell Wealth Management’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	$1M	Buy	+8,438	New	+$965K	0.06%	126

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lyell Wealth Management's SPYG Position: Q2 2026 in Review

Lyell Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 8,438 shares worth $1M. The stake represents 0.06% of the portfolio and ranks #126 among its holdings.

1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Lyell Wealth Management held 8,438 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Lyell Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Lyell Wealth Management's portfolio in Q2 2026, its #126 holding.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.