Annis Gardner Whiting Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Hold	–	-$57.4K	–	805
2024 Q3	–	Hold	–	–	–	354
2023 Q4	–	Hold	–	-$42.7K	–	721
2023 Q3	–	Hold	–	–	–	299

Other funds holding SPY

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SPY Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.12% in Q1 2026, selling an estimated $3.4K and leaving 4,058 shares worth $2.65M. The position accounts for 0.42% of the portfolio, ranked #35.

Annis Gardner Whiting Capital Advisors first reported a position in SPY in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.78M in Q4 2025. 4,568 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 4,058 shares of State Street SPDR S&P 500 ETF Trust worth $2.65M as of Q1 2026.
Annis Gardner Whiting Capital Advisors sold 5 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.4K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #35 holding.
Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.78M in Q4 2025.
4,568 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.