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 Q2	$25.8M	Buy	217,212 +17,802	+9%	+$2.04M	0.64%	41
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 $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

Sanibel Captiva Trust Company's SPYG Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.9% in Q2 2026, buying an estimated $2.04M and bringing the position to 217,212 shares worth $25.8M. The position accounts for 0.64% of the portfolio, ranked #41.

Sanibel Captiva Trust Company first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Sanibel Captiva Trust Company held 217,212 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $25.8M as of Q2 2026.
Sanibel Captiva Trust Company bought 17,802 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.04M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.64% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #41 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 11 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.