AAS
SPYG icon

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

Annex 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 		$24.6M Sell
206,823
-4,675
-2% -$534K 0.42% 60
2026
Q1 		$20.7M Sell
211,498
-1,391
-0.7% -$145K 0.39% 63
2025
Q4 		$22.7M Buy
212,889
+206,376
+3,169% +$21.9M 0.43% 57
2025
Q3 		$681K Buy
+6,513
New +$649K 0.01% 190

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Annex Advisory Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q2 2026, selling an estimated $534K and leaving 206,823 shares worth $24.6M. The position accounts for 0.42% of the portfolio, ranked #60.

Annex Advisory Services first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Annex Advisory Services held 206,823 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $24.6M as of Q2 2026.
  • Annex Advisory Services sold 4,675 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $534K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.42% of Annex Advisory Services's portfolio in Q2 2026, its #60 holding.
  • Annex Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.