SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q2 2024 (June 30)1,022holders +74
108new positions
40sold out
4famous investors
$79.53avg. 13F price*
At the end of Q2 2024, 1,022 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 74 from Q1 2024. 108 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($2.4B), Financial Engines Advisors L.L.C. ($1.7B) and Allworth Financial LP ($1.0B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q2 2024)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $146.8M |
| Exits | 40 | $83.9M |
All 13F filers, Q1 2024 → Q2 2024: 30,990,976 shares bought and 10,394,165 shares sold, net +20,596,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,022 holders
| LPL Financial LLC | 1.20% | Add +7.2% | 30,048,719 | $2.4B |
| Financial Engines Advisors L.L.C. | 3.74% | Reduce -2.9% | 21,024,066 | $1.7B |
| Allworth Financial LP | 6.65% | Add +1.3% | 12,927,544 | $1.0B |
| Envestnet Asset Management Inc. | 0.34% | Add +125.1% | 12,065,732 | $966.8M |
| Ameriprise Financial Inc. | 0.16% | Reduce -4.9% | 7,496,465 | $600.8M |
| Morgan Stanley | 0.04% | Add +9.2% | 6,994,292 | $560.5M |
| Horizon Investments, LLC | 13.66% | Reduce -17.1% | 6,165,144 | $494.0M |
| Equitable Holdings, Inc. | 4.66% | Add +9.0% | 5,520,730 | $442.4M |
| JPMorgan Chase & Co. | 0.03% | Add +1.9% | 5,039,643 | $403.8M |
| Valmark Advisers, Inc. | 6.17% | Reduce -7.6% | 4,531,264 | $363.1M |
| HB Wealth Management, LLC | 4.00% | Add +6.2% | 4,407,041 | $342.3M |
| UBS Group AG | 0.09% | Add +0.2% | 3,689,734 | $295.7M |
| Dynasty Wealth Management, LLC | 8.22% | Reduce -3.1% | 3,478,989 | $278.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +208.8% | 3,386,857 | $271.4M |
| Quotient Wealth Partners, LLC | 9.37% | Reduce -3.3% | 3,340,951 | $267.7M |
| Bank of America Corp. | 0.03% | Add +9.4% | 3,265,040 | $261.6M |
| Advisory Alpha, LLC | 10.11% | Add +10.9% | 3,200,240 | $256.4M |
| Bank of New York Mellon Corp | 0.05% | Reduce -10.8% | 3,072,222 | $246.2M |
| Private Advisor Group, LLC | 1.52% | Add +3.5% | 2,834,365 | $227.1M |
| Orgel Wealth Management, LLC | 5.96% | Reduce -2.5% | 2,753,481 | $220.6M |
| RFG Advisory, LLC | 6.93% | Add +0.9% | 2,654,166 | $212.7M |
| Townsquare Capital LLC | 2.86% | Add +39.4% | 2,617,634 | $209.8M |
| Raymond James Financial Services Advisors, Inc. | 0.29% | Add +14.5% | 2,533,805 | $203.0M |
| Savant Capital, LLC | 2.02% | Add +117.6% | 2,512,342 | $201.3M |
| Osaic Holdings, Inc. | 0.47% | Add +6.9% | 2,497,011 | $200.1M |
| Cetera Investment Advisers | 0.45% | Add +11.9% | 2,454,089 | $196.6M |
| Willis Johnson & Associates, Inc. | 15.15% | Add +2.8% | 2,305,384 | $184.7M |
| Clark Capital Management Group, Inc. | 1.33% | Add +58789.4% | 2,251,931 | $180.4M |
| Cwm, LLC | 0.81% | Reduce -11.9% | 2,139,472 | $171.4M |
| FMR LLC | 0.01% | Reduce -1.3% | 2,045,063 | $163.9M |
| NorthRock Partners, LLC | 5.93% | Add +5.5% | 1,964,424 | $157.4M |
| Wells Fargo & Company | 0.04% | Add +3.0% | 1,886,835 | $151.2M |
| Royal Bank of Canada | 0.04% | Add +8.4% | 1,875,648 | $150.3M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -2.0% | 1,741,288 | $139.5M |
| Nicolet Advisory Services, LLC | 13.08% | Reduce -1.7% | 1,623,805 | $136.6M |
| Mainstay Capital Management LLC | 22.85% | Add +66.6% | 1,624,030 | $130.1M |
| First National Trust Co | 5.15% | Reduce -11.8% | 1,561,715 | $125.1M |
| Corient Private Wealth LP | 0.21% | Reduce -4.7% | 1,525,065 | $122.2M |
| First Command Advisory Services, Inc. | 1.26% | Add +2.8% | 1,511,848 | $121.2M |
| HighTower Advisors, LLC | 0.18% | Add +6.4% | 1,470,221 | $117.8M |
| Focused Wealth Management, Inc | 16.67% | Add +1.0% | 1,412,604 | $113.2M |
| Connecticut Wealth Management, LLC | 5.71% | Add +0.7% | 1,380,272 | $110.6M |
| Black Swift Group, LLC | 25.52% | Add +7.0% | 1,377,588 | $110.4M |
| AE Wealth Management LLC | 1.10% | Add +9.1% | 1,373,725 | $110.1M |
| Janney Montgomery Scott LLC | 0.33% | Add +3.0% | 1,344,233 | $107.7M |
| Kestra Investment Management, LLC | 7.21% | — | 1,321,854 | $105.9M |
| CoreCap Advisors, LLC | 10.21% | Add +14.7% | 1,225,780 | $98.2M |
| KWB Wealth | 13.31% | Reduce -2.4% | 1,322,689 | $96.8M |
| AlphaStar Capital Management, LLC | 8.41% | Reduce -4.1% | 1,135,055 | $91.0M |
| Syntegra Private Wealth Group, LLC | 11.35% | Add +0.5% | 1,114,193 | $89.3M |
| Old National Bancorp | 1.99% | Add +1.5% | 1,052,285 | $84.3M |
| Prudential Financial Inc. | 0.12% | Add +6.2% | 997,870 | $80.0M |
| Tiaa Trust, National Association | 0.25% | Reduce -4.0% | 993,768 | $79.6M |
| Mariner, LLC | 0.15% | Add +28.8% | 985,777 | $79.0M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Add +20.3% | 953,182 | $76.4M |
| SCS Capital Management LLC | 1.57% | Reduce -1.9% | 932,902 | $74.8M |
| Roberts Financial Services LLC | 14.99% | Reduce -5.4% | 930,427 | $74.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.53% | Add +4.6% | 889,791 | $71.3M |
| Orion Porfolio Solutions, LLC | 0.72% | Add +2120.8% | 849,452 | $68.1M |
| Orion Portfolio Solutions, LLC | 0.72% | Add +2120.8% | 849,452 | $68.1M |
| Cannon Financial Strategists, Inc. | 12.75% | Add +1.3% | 834,769 | $66.9M |
| Kestra Advisory Services, LLC | 0.37% | Add +17.0% | 817,750 | $65.5M |
| MML Investors Services, LLC | 0.24% | Add +14.5% | 749,721 | $60.1M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +7.2% | 727,622 | $58.3M |
| Raymond James & Associates | 0.04% | Add +4.7% | 706,555 | $56.6M |
| Integrated Wealth Concepts LLC | 0.77% | Add +19.1% | 703,952 | $56.4M |
| Klingman & Associates, LLC | 3.73% | Reduce -1.0% | 687,678 | $55.1M |
| Octavia Wealth Advisors, LLC | 7.47% | Add +4.9% | 684,270 | $54.8M |
| Compton Financial Group, LLC | 17.68% | Reduce -2.3% | 679,602 | $54.5M |
| Ackerman Capital Advisors, LLC | 14.38% | Add +54.8% | 676,859 | $54.2M |
| Reston Wealth Management LLC | 21.47% | Reduce -0.6% | 670,007 | $53.7M |
| Nottingham Advisors, Inc. | 6.34% | Reduce -5.7% | 667,347 | $53.5M |
| Merit Financial Group, LLC | 1.14% | Reduce -0.3% | 643,247 | $51.5M |
| ESL Trust Services, LLC | 12.11% | Add +4.8% | 620,730 | $49.7M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -6.9% | 610,682 | $48.9M |
| Financial Planning & Information Services, Inc. | 7.38% | Reduce -6.1% | 602,678 | $48.3M |
| Flagship Harbor Advisors, LLC | 2.86% | Reduce -32.0% | 593,343 | $47.5M |
| Elevation Point Wealth Partners, LLC | 3.66% | Add +2.7% | 576,263 | $46.2M |
| Founders Financial Securities LLC | 4.35% | Reduce -5.3% | 574,272 | $46.0M |
| Trilogy Capital Inc. | 2.49% | Add +3.2% | 572,613 | $45.9M |
| Ameritas Advisory Services, LLC | 1.70% | Add +6.3% | 564,103 | $45.2M |
| Stifel Financial Corp. | 0.05% | Add +3.0% | 550,011 | $44.1M |
| Perennial Investment Advisors, LLC | 6.28% | Reduce -4.8% | 547,112 | $43.8M |
| Leicht Financial Planning & Wealth Management, Inc. | 22.68% | Add +3.6% | 531,543 | $42.6M |
| Wealth Advisors of Iowa, LLC | 23.26% | Add +1969.8% | 725,715 | $41.7M |
| Rodgers & Associates, LTD | 5.22% | Reduce -4.9% | 506,220 | $40.6M |
| SilverOak Wealth Management LLC | 9.59% | Add +1.0% | 498,390 | $39.9M |
| Goodman Advisory Group, LLC | 11.90% | Reduce -25.9% | 497,136 | $39.8M |
| Canandaigua National Bank & Trust Co. | 4.16% | New | 476,659 | $38.2M |
| Truefg, LLC | 13.74% | Reduce -2.5% | 474,572 | $38.0M |
| Park Avenue Securities LLC | 0.46% | Add +16.3% | 474,499 | $38.0M |
| Kingsview Wealth Management, LLC | 0.89% | Reduce -1.5% | 468,743 | $37.6M |
| IHT Wealth Management, LLC | 1.39% | Add +0.3% | 463,359 | $37.1M |
| Gerber Kawasaki Wealth & Investment Management | 1.82% | Add +5.5% | 454,459 | $36.4M |
| Atria Wealth Solutions, Inc. | 0.39% | Add +36.9% | 441,196 | $35.4M |
| Signet Financial Management, LLC | 4.71% | Add +7.9% | 436,129 | $34.9M |
| Strategic Wealth Partners, Ltd. | 3.60% | Reduce -1.2% | 429,710 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -3.3% | 419,551 | $33.6M |
| Measured Wealth Private Client Group, LLC | 11.78% | Reduce -4.9% | 418,551 | $33.5M |
| Executive Wealth Management, LLC | 5.99% | Reduce -6.2% | 407,600 | $32.7M |
"% 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.