SS SPDR P S&P 500 Growth ETFSPYGETF

13F holders, Q2 2026 (June 30)
1,410holders +82
140new positions
46sold out
6famous investors
$118.73avg. 13F price*

At the end of Q2 2026, 1,410 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 82 from Q1 2026. 140 opened new positions and 46 sold out. The largest holders were LPL Financial LLC ($4.8B), Financial Engines Advisors L.L.C. ($1.9B) and Goldman Sachs Group Inc. ($1.9B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR P S&P 500 Growth ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
CUSIP
78464A409
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions140$770.4M
Exits46$42.4M

All 13F filers, Q1 2026 → Q2 2026: 30,734,744 shares bought and 12,704,717 shares sold, net +18,030,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,410 holders

LPL Financial LLC 1.09% Add +2.0% 40,632,371 $4.8B
Financial Engines Advisors L.L.C. 3.46% Reduce -6.0% 16,355,720 $1.9B
Goldman Sachs Group Inc. 0.20% Add +6.0% 15,917,623 $1.9B
Ameriprise Financial Inc. 0.26% Add +5.4% 10,803,596 $1.3B
Allworth Financial LP 5.34% Reduce -15.0% 10,545,678 $1.3B
Bank of America Corp. 0.08% Add +231.8% 10,387,210 $1.2B
Morgan Stanley 0.06% Add +0.3% 9,569,500 $1.1B
Envestnet Asset Management Inc. 0.27% Add +10.5% 9,489,431 $1.1B
Horizon Investments, LLC 7.24% Reduce -13.1% 5,552,636 $660.7M
JPMorgan Chase & Co. 0.04% Reduce -1.6% 5,588,841 $656.2M
Valmark Advisers, Inc. 5.99% Reduce -3.0% 4,738,201 $563.8M
Equitable Holdings, Inc. 3.20% Reduce -2.9% 4,531,390 $536.0M
Raymond James Financial Inc. 0.14% Add +4.1% 4,329,392 $515.2M
Vantagepoint Investment Advisers LLC 3.75% Reduce -1.1% 4,211,914 $501.2M
Dynasty Wealth Management, LLC 3.37% Reduce -0.1% 3,811,664 $453.5M
Quotient Wealth Partners, LLC 10.30% Reduce -0.4% 3,667,167 $436.4M
UBS Group AG 0.07% Reduce -3.7% 3,587,593 $426.9M
Royal Bank of Canada 0.07% Add +23.9% 3,452,793 $410.8M
Orgel Wealth Management, LLC 7.67% Reduce -0.9% 3,398,409 $404.4M
Wells Fargo & Company 0.07% Add +4.2% 3,317,734 $394.8M
Cetera Investment Advisers 0.35% Add +6.0% 3,263,810 $388.4M
Manufacturers Life Insurance Company, The 0.30% New 3,158,745 $375.9M
AE Wealth Management LLC 1.65% Reduce -3.2% 2,969,896 $353.4M
Kestra Investment Management, LLC 6.73% Reduce -18.4% 2,920,221 $347.5M
Advisory Alpha, LLC 8.43% Reduce -2.1% 2,888,101 $343.7M
Willis Johnson & Associates, Inc. 18.65% Add +1.0% 2,813,228 $334.7M
Savant Capital, LLC 0.95% Add +99.8% 2,986,077 $323.8M
Private Advisor Group, LLC 1.43% Add +19.6% 2,619,648 $311.7M
Truist Financial Corp. 0.37% Add +1.4% 2,612,899 $310.9M
Osaic Holdings, Inc. 0.36% Add +11.5% 2,587,784 $307.9M
HighTower Advisors, LLC 0.28% Add +1.5% 2,463,414 $293.1M
HB Wealth Management, LLC 1.63% Reduce -11.6% 2,445,430 $291.0M
NorthRock Partners, LLC 4.02% Add +6.0% 2,326,724 $276.9M
Northwestern Mutual Wealth Management Co. 0.15% Add +65.2% 2,295,436 $273.1M
Connecticut Wealth Management, LLC 9.55% Add +2.8% 2,170,139 $258.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.88% Add +18.6% 2,138,543 $254.5M
SCS Capital Management LLC 2.17% Reduce -0.3% 1,934,606 $230.2M
FMR LLC 0.01% Reduce -1.9% 1,812,961 $215.7M
Gerber Kawasaki Wealth & Investment Management 5.68% Add +3.9% 1,789,081 $212.9M
Stifel Financial Corp. 0.18% Reduce -0.6% 1,776,289 $211.4M
Commonwealth Equity Services, LLC 0.26% Add +14.8% 1,736,874 $206.7M
Diversify Advisory Services, LLC 3.40% New 1,766,081 $202.3M
Diversify Wealth Management, LLC 3.40% Add +6.0% 1,766,081 $202.3M
Kingsview Wealth Management, LLC 2.32% Add +0.1% 1,608,668 $191.4M
Focused Wealth Management, Inc 16.09% Add +1.9% 1,531,390 $182.2M
Jones Financial Companies LLLP 0.07% Add +69.2% 1,573,727 $180.5M
CoreCap Advisors, LLC 5.23% Add +3.5% 1,489,560 $177.2M
Old National Bancorp 3.39% Reduce -1.7% 1,429,611 $170.1M
Octavia Wealth Advisors, LLC 14.39% Add +0.9% 1,400,992 $166.7M
AlphaStar Capital Management, LLC 10.23% Add +11.6% 1,352,196 $160.9M
MML Investors Services, LLC 0.32% Add +19.1% 1,334,292 $158.8M
Benjamin Edwards Inc. 1.43% Reduce -4.0% 1,320,719 $157.2M
Syntegra Private Wealth Group, LLC 12.06% Reduce -1.2% 1,308,727 $155.7M
Prudential Financial Inc. 0.16% Add +5.5% 1,269,168 $151.0M
Exchange Traded Concepts, LLC 0.72% Add +16.1% 1,217,314 $144.8M
First National Trust Co 4.70% Reduce -1.3% 1,163,640 $138.5M
CIBC Bancorp USA Inc. 0.17% Add +23.4% 1,129,673 $134.3M
Flagship Harbor Advisors, LLC 5.14% Reduce -12.9% 1,127,958 $134.2M
Integrated Wealth Concepts LLC 0.87% Add +3.7% 1,112,724 $132.4M
Founders Financial Securities LLC 6.49% Add +1.4% 1,064,857 $126.7M
Waverly Advisors, LLC 0.68% Reduce -0.7% 983,337 $117.0M
Cannon Financial Strategists, Inc. 12.38% Add +3.5% 914,234 $108.8M
Cliftonlarsonallen Wealth Advisors, LLC 1.43% Reduce -6.4% 911,956 $108.5M
Black Swift Group, LLC 14.96% Add +0.1% 869,331 $103.4M
Mainstay Capital Management LLC 7.55% Reduce -6.2% 857,497 $102.0M
Kestra Advisory Services, LLC 0.33% Reduce -0.8% 854,452 $101.7M
Mariner, LLC 0.10% Reduce -38.8% 836,240 $99.5M
Convergence Financial, LLC 7.74% Add +63.7% 817,671 $97.3M
Creative Planning 0.06% Add +10.9% 807,405 $96.1M
KWB Wealth 8.13% Reduce -12.0% 798,372 $95.0M
Nicolet Bankshares Inc. 3.00% Reduce -1.2% 794,989 $94.4M
Ameritas Advisory Services, LLC 1.84% Add +78.8% 765,951 $91.1M
IHT Wealth Management, LLC 1.94% Add +17.4% 765,741 $91.1M
Cambridge Investment Research Advisors, Inc. 0.20% Reduce -30.9% 740,826 $88.2M
Corient Private Wealth LP 0.12% Reduce -13.7% 739,299 $88.0M
Dakota Wealth Management 1.67% Add +29.5% 733,889 $87.3M
HighPoint Advisor Group LLC 3.04% Add +8.8% 726,177 $86.4M
Janney Montgomery Scott LLC 0.16% Add +64.1% 693,472 $82.5M
Summit Financial, LLC 0.90% Add +5.3% 693,192 $82.5M
SilverOak Wealth Management LLC 10.45% Add +7.0% 681,977 $81.1M
Ackerman Capital Advisors, LLC 16.10% Reduce -12.1% 670,729 $79.8M
First Command Advisory Services, Inc. 0.47% Reduce -6.3% 669,039 $79.6M
Klingman & Associates, LLC 3.28% Reduce -1.2% 646,841 $77.0M
Oarsman Capital, Inc. 7.95% Add +16.2% 631,032 $75.1M
Reston Wealth Management LLC 19.64% Reduce -4.8% 612,211 $72.8M
Canandaigua National Bank & Trust Co. 6.00% — 598,201 $71.2M
Confluence Investment Management LLC 1.07% Add +8.6% 573,709 $68.3M
Composition Wealth, LLC 0.77% Reduce -3.9% 550,470 $65.5M
Courier Capital LLC 3.26% Add +0.5% 549,195 $65.3M
Merit Financial Group, LLC 0.40% Add +1.3% 536,798 $63.9M
RFG Advisory, LLC 1.00% Add +2.1% 536,479 $63.8M
HSBC Holdings PLC 0.03% Add +13.1% 506,680 $60.3M
Perennial Investment Advisors, LLC 3.94% Reduce -0.9% 496,052 $59.0M
Navigation Group, LLC 11.00% Reduce -1.0% 475,059 $56.5M
Thrivent Financial for Lutherans 0.10% Reduce -1.7% 471,923 $56.2M
Citizens Financial Group Inc. 0.66% Add +2.2% 460,749 $54.8M
CGN Advisors LLC 3.99% Reduce -5.7% 459,393 $54.7M
Truefg, LLC 12.70% Add +0.5% 457,032 $54.4M
Waterloo Capital, L.P. 3.05% Add +29.6% 454,743 $54.1M
Baltimore-Washington Financial Advisors, Inc. 2.03% Add +1.3% 454,381 $54.1M

"% of holder's portfolio" is SPYG's weight in each manager's 13F, not the share of SS SPDR P S&P 500 Growth ETF the manager owns.

Show all 1,410 holders