Canandaigua National Corp’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Canandaigua National Corp’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	$58.1M	Buy	+593,091	New	+$61.8M	5.2%	2
2022 Q4	–	Sell	-251,911	Closed	-$12.6M	–	254
2022 Q3	$12.6M	Buy	+251,911	New	+$14.2M	2.24%	6
2020 Q4	–	Sell	-165,280	Closed	-$8.28M	–	276
2020 Q3	$8.28M	Buy	165,280 +15,653	+10%	+$767K	1.46%	10
2020 Q2	$6.72M	Buy	+149,627	New	+$6.21M	1.23%	19

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

Canandaigua National Corp's SPYG Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026: 593,091 shares worth $58.1M. The stake represents 5.2% of the portfolio and ranks #2 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in SPYG as recently as Q3 2022.

Canandaigua National Corp first reported a position in SPYG in Q2 2020 and has held it in 4 quarters since. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Canandaigua National Corp held 593,091 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $58.1M as of Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Canandaigua National Corp position in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 5.2% of Canandaigua National Corp's portfolio in Q1 2026, its #2 holding.
Canandaigua National Corp first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 4 quarters since.
1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.