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 Q2	–	Sell	-1,150	Closed	-$113K	–	1122
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SPYG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 1,150 shares — an estimated $113K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SPYG in Q1 2024 and held it in 9 quarters. The position peaked at $233K in Q2 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,150 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $113K.
Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and held it in 9 quarters.
Annis Gardner Whiting Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $233K in Q2 2025.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.