Sanibel Captiva Trust Company’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sanibel Captiva Trust Company’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	$19.5M	Buy	199,410 +803	+0.4%	+$83.6K	0.55%	51
2025 Q4	$21.2M	Sell	198,607 -3,436	-2%	-$364K	0.59%	47
2025 Q3	$21.1M	Sell	202,043 -16,176	-7%	-$1.61M	0.6%	43
2025 Q2	$20.8M	Sell	218,219 -8,325	-4%	-$714K	0.64%	40
2025 Q1	$18.2M	Buy	226,544 +19,532	+9%	+$1.71M	0.59%	50
2024 Q4	$18.2M	Sell	207,012 -3,552	-2%	-$307K	0.58%	48
2024 Q3	$17.5M	Sell	210,564 -867	-0.4%	-$69.3K	0.56%	50
2024 Q2	$16.9M	Sell	211,431 -9,073	-4%	-$678K	0.58%	49
2024 Q1	$16.1M	Sell	220,504 -4,233	-2%	-$295K	0.55%	50
2023 Q4	$14.6M	Buy	+224,737	New	+$13.9M	0.54%	52

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

Sanibel Captiva Trust Company's SPYG Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.4% in Q1 2026, buying an estimated $83.6K and bringing the position to 199,410 shares worth $19.5M. The position accounts for 0.55% of the portfolio, ranked #51.

Sanibel Captiva Trust Company first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.2M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Sanibel Captiva Trust Company held 199,410 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $19.5M as of Q1 2026.
Sanibel Captiva Trust Company bought 803 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $83.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.55% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #51 holding.
Sanibel Captiva Trust Company first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $21.2M in Q4 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.