Annis Gardner Whiting Capital Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Annis Gardner Whiting Capital Advisors’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 Q1	$113K	Hold	1,150	–	–	0.02%	419
2025 Q4	$123K	Hold	1,150	–	–	0.02%	367
2025 Q3	$120K	Sell	1,150 -1,290	-53%	-$128K	0.02%	351
2025 Q2	$233K	Sell	2,440 -60	-2%	-$5.14K	0.08%	202
2025 Q1	$201K	Hold	2,500	–	–	0.09%	191
2024 Q4	$220K	Hold	2,500	–	–	0.06%	197
2024 Q3	$207K	Sell	2,500 -230	-8%	-$18.4K	0.06%	209
2024 Q2	$219K	Hold	2,730	–	–	0.06%	206
2024 Q1	$200K	Buy	+2,730	New	+$190K	0.07%	182

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

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

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

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

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

Annis Gardner Whiting Capital Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 1,150 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #419.

Annis Gardner Whiting Capital Advisors first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $233K in Q2 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 1,150 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $113K as of Q1 2026.
Annis Gardner Whiting Capital Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #419 holding.
Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Annis Gardner Whiting Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $233K in Q2 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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