Oliver Lagore Vanvalin Investment Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$62K	Buy	+772	New	+$66.2K	0.02%	227
2024 Q4	$67.9K	Sell	772 -330	-30%	-$28.5K	0.02%	224
2024 Q3	$91.4K	Buy	1,102 +315	+40%	+$25.2K	0.02%	178
2024 Q2	$63.1K	Buy	787 +15	+2%	+$1.12K	0.02%	215
2024 Q1	$56.5K	Sell	772 -2,103	-73%	-$146K	0.02%	236
2023 Q4	$187K	Sell	2,875 -1,731	-38%	-$107K	0.07%	114
2023 Q3	$273K	Sell	4,606 -4,320	-48%	-$265K	0.11%	105
2023 Q2	$545K	Buy	+8,926	New	+$511K	0.2%	72

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's SPYG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025: 772 shares worth $62K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SPYG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SPYG in Q2 2023 and has held it in 8 quarters since. The position peaked at $545K in Q2 2023. 1,166 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 772 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $62K as of Q2 2025.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #227 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $545K in Q2 2023.
1,166 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.