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

Canandaigua National Trust of Florida’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 		$6.02M Sell
61,440
-911
-1% -$94.9K 4.83% 5
2025
Q4 		$6.65M Sell
62,351
-785
-1% -$83.2K 4.16% 4
2025
Q3 		$6.6M Buy
63,136
+2,886
+5% +$287K 5.23% 4
2025
Q2 		$5.74M Buy
60,250
+6,876
+13% +$589K 4.08% 5
2025
Q1 		$4.29M Buy
53,374
+11,258
+27% +$983K 3.78% 5
2024
Q4 		$3.7M Buy
42,116
+1,012
+2% +$87.4K 2.89% 8
2024
Q3 		$3.41M Buy
+41,104
New +$3.29M 2.93% 7

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Canandaigua National Trust of Florida's SPYG Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.5% in Q1 2026, selling an estimated $94.9K and leaving 61,440 shares worth $6.02M. The position accounts for 4.83% of the portfolio, ranked #5.

Canandaigua National Trust of Florida first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.65M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Canandaigua National Trust of Florida held 61,440 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.02M as of Q1 2026.
  • Canandaigua National Trust of Florida sold 911 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $94.9K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 4.83% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #5 holding.
  • Canandaigua National Trust of Florida first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Canandaigua National Trust of Florida's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.65M in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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