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 Q3	$21.8M	Sell	177,131 -29,692	-14%	-$3.56M	0.36%	65
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

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

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Annex Advisory Services's SPYG Position: Q3 2026 in Review

Annex Advisory Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q3 2026, selling an estimated $3.56M and leaving 177,131 shares worth $21.8M. The position accounts for 0.36% of the portfolio, ranked #65.

Annex Advisory Services first reported a position in SPYG in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.6M in Q2 2026. 437 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Annex Advisory Services held 177,131 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $21.8M as of Q3 2026.
Annex Advisory Services sold 29,692 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $3.56M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.36% of Annex Advisory Services's portfolio in Q3 2026, its #65 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 5 quarters since.
Annex Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $24.6M in Q2 2026.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.