SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q1 2024 (March 31)948holders
4famous investors
$72.79avg. 13F price*
At the end of Q1 2024, 948 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings. The largest holders were LPL Financial LLC ($2.1B), Financial Engines Advisors L.L.C. ($1.6B) and Allworth Financial LP ($933.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $114.9M |
| Exits | 48 | $68.8M |
Ownership 948 holders
| LPL Financial LLC | 1.10% | Add +5.9% | 28,035,262 | $2.1B |
| Financial Engines Advisors L.L.C. | 3.57% | Reduce -3.6% | 21,655,399 | $1.6B |
| Allworth Financial LP | 6.59% | Add +2.5% | 12,757,730 | $933.2M |
| Ameriprise Financial Inc. | 0.16% | Add +10.5% | 7,886,328 | $576.9M |
| Horizon Investments, LLC | 14.28% | Add +10.1% | 7,436,550 | $544.0M |
| Morgan Stanley | 0.04% | Add +2.8% | 6,403,437 | $468.4M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -6.6% | 5,359,687 | $392.1M |
| Equitable Holdings, Inc. | 4.17% | Add +4.5% | 5,064,900 | $370.5M |
| JPMorgan Chase & Co. | 0.03% | Add +26.0% | 4,947,980 | $361.9M |
| Valmark Advisers, Inc. | 6.25% | Add +0.1% | 4,905,337 | $358.8M |
| HB Wealth Management, LLC | 3.71% | Add +6.1% | 4,149,394 | $294.7M |
| UBS Group AG | 0.09% | Add +1.0% | 3,681,542 | $269.3M |
| Dynasty Wealth Management, LLC | 8.37% | — | 3,589,961 | $262.6M |
| Quotient Wealth Partners, LLC | 9.02% | Add +21.9% | 3,453,540 | $252.6M |
| Bank of New York Mellon Corp | 0.05% | Add +15.5% | 3,443,203 | $251.9M |
| Bank of America Corp. | 0.02% | Reduce -22.0% | 2,984,618 | $218.3M |
| Advisory Alpha, LLC | 8.67% | Add +7.7% | 2,886,774 | $211.2M |
| Orgel Wealth Management, LLC | 5.67% | Reduce -2.6% | 2,824,671 | $206.6M |
| Private Advisor Group, LLC | 1.44% | Add +10.9% | 2,738,242 | $200.3M |
| RFG Advisory, LLC | 6.55% | Add +0.2% | 2,629,411 | $192.3M |
| Cwm, LLC | 0.86% | Add +44.5% | 2,428,034 | $177.6M |
| Osaic Holdings, Inc. | 0.38% | Reduce -31.4% | 2,335,456 | $170.8M |
| Willis Johnson & Associates, Inc. | 14.26% | Reduce -4.2% | 2,243,033 | $164.1M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Reduce -9.7% | 2,212,381 | $161.8M |
| Cetera Investment Advisers | 0.38% | Add +282.8% | 2,192,642 | $160.4M |
| FMR LLC | 0.01% | Reduce -0.6% | 2,071,162 | $151.5M |
| Townsquare Capital LLC | 2.01% | Add +3.2% | 1,878,475 | $137.4M |
| NorthRock Partners, LLC | 5.23% | Add +2.1% | 1,861,476 | $136.2M |
| Wells Fargo & Company | 0.04% | Reduce -0.8% | 1,831,414 | $134.0M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -14.9% | 1,776,352 | $129.9M |
| First National Trust Co | 5.26% | Add +16.5% | 1,771,165 | $129.6M |
| Royal Bank of Canada | 0.03% | Add +4.0% | 1,729,838 | $126.5M |
| Nicolet Advisory Services, LLC | 12.24% | Reduce -6.2% | 1,651,180 | $120.5M |
| Corient Private Wealth LP | 0.21% | Reduce -8.0% | 1,599,780 | $117.0M |
| First Command Advisory Services, Inc. | 1.13% | Add +3.9% | 1,471,299 | $107.7M |
| Focused Wealth Management, Inc | 15.98% | Add +3.5% | 1,398,968 | $102.3M |
| HighTower Advisors, LLC | 0.16% | Add +6.2% | 1,381,315 | $101.0M |
| Connecticut Wealth Management, LLC | 5.34% | Add +2.6% | 1,371,164 | $100.3M |
| KWB Wealth | 13.34% | Add +11.3% | 1,355,343 | $99.1M |
| Janney Montgomery Scott LLC | 0.28% | Add +0.2% | 1,304,794 | $95.4M |
| Black Swift Group, LLC | 23.63% | Add +11.5% | 1,287,702 | $92.2M |
| AE Wealth Management LLC | 1.04% | Reduce -28.9% | 1,259,504 | $92.1M |
| AlphaStar Capital Management, LLC | 8.90% | Reduce -6.1% | 1,183,480 | $86.6M |
| GLOBALT Investments LLC / GA | 3.44% | Reduce -4.2% | 1,179,743 | $86.3M |
| Savant Capital, LLC | 0.97% | Reduce -1.0% | 1,154,727 | $84.5M |
| Syntegra Private Wealth Group, LLC | 10.47% | Add +0.5% | 1,108,224 | $81.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -14.5% | 1,096,769 | $80.2M |
| CoreCap Advisors, LLC | 4.14% | Add +34.1% | 1,068,973 | $78.2M |
| Old National Bancorp | 1.80% | Add +0.1% | 1,036,950 | $75.9M |
| Tiaa Trust, National Association | 0.23% | Reduce -19.4% | 1,034,981 | $75.7M |
| Roberts Financial Services LLC | 14.69% | Reduce -3.5% | 983,450 | $71.9M |
| Mainstay Capital Management LLC | 13.48% | Add +1.9% | 974,809 | $71.3M |
| SCS Capital Management LLC | 1.48% | Reduce -5.0% | 951,283 | $69.6M |
| Prudential Financial Inc. | 0.10% | Add +6.5% | 939,234 | $68.7M |
| Flagship Harbor Advisors, LLC | 4.10% | Reduce -12.6% | 872,346 | $63.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.42% | Add +10.2% | 850,552 | $62.2M |
| Cannon Financial Strategists, Inc. | 11.86% | Reduce -0.7% | 824,324 | $60.3M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +5.7% | 792,470 | $58.0M |
| Mariner, LLC | 0.12% | Reduce -0.7% | 765,194 | $56.0M |
| Nottingham Advisors, Inc. | 6.33% | Reduce -5.2% | 707,587 | $51.8M |
| Kestra Advisory Services, LLC | 0.34% | Reduce -1.2% | 698,851 | $51.1M |
| Compton Financial Group, LLC | 17.12% | Add +15.6% | 695,900 | $50.9M |
| Klingman & Associates, LLC | 3.65% | Reduce -5.1% | 694,399 | $50.8M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +9.9% | 678,649 | $49.6M |
| Raymond James & Associates | 0.03% | Add +7.2% | 674,708 | $49.4M |
| Reston Wealth Management LLC | 20.03% | Reduce -1.5% | 674,343 | $49.3M |
| Goodman Advisory Group, LLC | 15.55% | Add +9.6% | 670,433 | $49.0M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -0.1% | 656,254 | $48.0M |
| MML Investors Services, LLC | 0.20% | Add +6.0% | 655,028 | $47.9M |
| Octavia Wealth Advisors, LLC | 7.05% | Add +110.6% | 652,481 | $47.7M |
| Financial Planning & Information Services, Inc. | 7.05% | Reduce -4.7% | 641,599 | $46.9M |
| Merit Financial Group, LLC | 1.11% | Add +8.1% | 645,233 | $46.6M |
| Founders Financial Securities LLC | 4.66% | Reduce -22.8% | 606,687 | $44.4M |
| ESL Trust Services, LLC | 11.34% | Add +0.5% | 592,433 | $43.3M |
| Integrated Wealth Concepts LLC | 0.63% | Add +23.3% | 590,973 | $43.2M |
| Perennial Investment Advisors, LLC | 6.40% | Reduce -13.0% | 574,959 | $42.1M |
| Brookstone Capital Management | 0.75% | Reduce -13.1% | 571,305 | $41.8M |
| Elevation Point Wealth Partners, LLC | 3.15% | New | 561,155 | $41.0M |
| Trilogy Capital Inc. | 2.33% | Reduce -13.5% | 554,617 | $40.6M |
| Stifel Financial Corp. | 0.04% | Add +23.6% | 533,751 | $39.0M |
| Rodgers & Associates, LTD | 5.00% | Reduce -5.7% | 532,208 | $38.9M |
| Ameritas Advisory Services, LLC | 1.59% | Add +26.9% | 530,411 | $38.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 20.57% | Reduce -16.0% | 513,062 | $37.5M |
| SilverOak Wealth Management LLC | 8.97% | Add +1.5% | 493,536 | $36.1M |
| Alera Investment Advisors, LLC | 4.88% | Reduce -9.7% | 492,945 | $36.1M |
| Truefg, LLC | 13.05% | Reduce -1.1% | 486,728 | $35.6M |
| Kingsview Wealth Management, LLC | 0.87% | Add +22.0% | 475,901 | $34.8M |
| IHT Wealth Management, LLC | 1.35% | Reduce -5.7% | 461,876 | $33.8M |
| Measured Wealth Private Client Group, LLC | 11.24% | Reduce -3.1% | 440,022 | $32.2M |
| Ackerman Capital Advisors, LLC | 8.84% | Add +3.9% | 437,229 | $32.0M |
| Executive Wealth Management, LLC | 2.79% | Add +51.7% | 434,631 | $31.8M |
| Strategic Wealth Partners, Ltd. | 3.49% | Add +2.0% | 434,748 | $31.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -1.4% | 433,721 | $31.7M |
| Gerber Kawasaki Wealth & Investment Management | 1.70% | Add +4.9% | 430,829 | $31.5M |
| American International Group, Inc. | 0.11% | Add +48.7% | 429,000 | $31.4M |
| Park Avenue Securities LLC | 0.39% | Add +10111.9% | 408,168 | $29.9M |
| Nicolet Bankshares Inc. | 6.18% | Reduce -3.5% | 407,563 | $29.8M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.45% | Add +0.4% | 406,204 | $29.7M |
| Winthrop Advisory Group LLC | 4.28% | Add +1311.3% | 461,676 | $29.6M |
| Signet Financial Management, LLC | 4.06% | Add +1.9% | 404,347 | $29.6M |
"% 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.