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

Whittier Trust’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	$104K	Hold	1,040	–	–	﹤0.01%	703
2025 Q4	$112K	Buy	1,040 +96	+10%	+$10.2K	﹤0.01%	713
2025 Q3	$99K	Hold	944	–	–	﹤0.01%	715
2025 Q2	$90K	Hold	944	–	–	﹤0.01%	822
2025 Q1	$75.9K	Hold	944	–	–	﹤0.01%	840
2024 Q4	$83K	Buy	944 +40	+4%	+$3.46K	﹤0.01%	835
2024 Q3	$75K	Hold	904	–	–	﹤0.01%	854
2024 Q2	$72.4K	Hold	904	–	–	﹤0.01%	843
2024 Q1	$66.1K	Hold	904	–	–	﹤0.01%	874
2023 Q4	$58.8K	Buy	904 +35	+4%	+$2.16K	﹤0.01%	882
2023 Q3	$51.5K	Buy	+869	New	+$53.2K	﹤0.01%	917

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

Whittier Trust's SPYG Position: Q1 2026 in Review

Whittier Trust held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 1,040 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Whittier Trust first reported a position in SPYG in Q3 2023 and has held it in 11 quarters since. The position peaked at $112K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Whittier Trust held 1,040 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $104K as of Q1 2026.
Whittier Trust left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #703 holding.
Whittier Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
Whittier Trust's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $112K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.