SS SPDR P S&P 500 Growth ETFSPYGETF

13F holders, Q3 2024 (September 30)
1,022holders
64new positions
66sold out
3famous investors
$82.80avg. 13F price*

At the end of Q3 2024, 1,022 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, unchanged from Q2 2024. 64 opened new positions and 66 sold out. The largest holders were LPL Financial LLC ($2.6B), Financial Engines Advisors L.L.C. ($1.7B) and Allworth Financial LP ($1.1B). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR P S&P 500 Growth ETF
Filed as
SPDR SER TR (Q3 2024)
CUSIP
78464A409
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions64$66.5M
Exits66$452.0M

All 13F filers, Q2 2024 → Q3 2024: 14,033,659 shares bought and 27,899,159 shares sold, net −13,865,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,022 holders

LPL Financial LLC 1.16% Add +4.5% 31,403,162 $2.6B
Financial Engines Advisors L.L.C. 3.57% Reduce -1.9% 20,617,265 $1.7B
Allworth Financial LP 6.66% Add +1.9% 13,177,373 $1.1B
Ameriprise Financial Inc. 0.17% Add +4.3% 7,819,217 $649.0M
Morgan Stanley 0.04% Add +3.7% 7,254,623 $601.7M
Horizon Investments, LLC 14.27% Add +5.2% 6,482,434 $537.7M
Envestnet Asset Management Inc. 0.16% Reduce -49.6% 6,078,284 $504.1M
Equitable Holdings, Inc. 4.46% Add +0.6% 5,552,440 $460.5M
JPMorgan Chase & Co. 0.03% Add +2.4% 5,161,827 $428.1M
Valmark Advisers, Inc. 6.02% Add +2.4% 4,638,687 $384.7M
HB Wealth Management, LLC 3.94% Add +3.8% 4,576,222 $366.8M
UBS Group AG 0.09% Add +0.3% 3,699,331 $306.8M
Goldman Sachs Group Inc. 0.06% Add +2.5% 3,471,435 $287.9M
Quotient Wealth Partners, LLC 9.38% Add +3.0% 3,441,453 $285.4M
Bank of New York Mellon Corp 0.05% Add +12.0% 3,440,520 $285.4M
Advisory Alpha, LLC 9.92% Add +5.1% 3,364,739 $279.1M
Bank of America Corp. 0.02% Reduce -10.7% 2,915,540 $241.8M
Private Advisor Group, LLC 1.48% Add +1.5% 2,875,865 $238.5M
Townsquare Capital LLC 2.77% Add +6.3% 2,783,907 $230.9M
Orgel Wealth Management, LLC 5.74% Add +0.5% 2,765,768 $229.4M
RFG Advisory, LLC 6.89% Add +2.8% 2,727,967 $226.3M
Raymond James Financial Services Advisors, Inc. 0.29% Add +4.6% 2,650,001 $219.8M
Willis Johnson & Associates, Inc. 14.85% Add +2.3% 2,357,397 $195.5M
Cwm, LLC 0.83% Add +8.7% 2,324,775 $192.8M
Savant Capital, LLC 1.57% Reduce -9.3% 2,279,691 $189.1M
Kestra Investment Management, LLC 8.02% Add +70.3% 2,251,726 $186.8M
AE Wealth Management LLC 1.65% Add +59.8% 2,194,870 $182.0M
Cetera Investment Advisers 0.39% Reduce -12.8% 2,140,048 $177.5M
FMR LLC 0.01% Reduce -1.2% 2,020,220 $167.6M
Wells Fargo & Company 0.04% Add +5.8% 1,997,217 $165.6M
NorthRock Partners, LLC 5.43% Add +1.3% 1,989,364 $165.0M
Osaic Holdings, Inc. 0.35% Reduce -24.8% 1,878,808 $155.8M
Royal Bank of Canada 0.03% Reduce -4.4% 1,792,686 $148.7M
Mainstay Capital Management LLC 23.55% Add +4.4% 1,696,030 $140.7M
Commonwealth Equity Services, LLC 0.21% Reduce -4.5% 1,663,786 $138.0M
Nicolet Advisory Services, LLC 12.37% Reduce -1.5% 1,599,478 $131.0M
Corient Private Wealth LP 0.19% Reduce -2.5% 1,486,911 $123.3M
HighTower Advisors, LLC 0.18% Add +1.0% 1,484,956 $123.1M
Connecticut Wealth Management, LLC 5.73% Add +3.4% 1,427,742 $118.4M
Focused Wealth Management, Inc 15.92% Add +0.9% 1,424,945 $118.2M
First National Trust Co 4.47% Reduce -10.8% 1,393,747 $115.6M
Gerber Kawasaki Wealth & Investment Management 5.03% Add +190.3% 1,319,267 $109.4M
Black Swift Group, LLC 24.04% Reduce -4.7% 1,312,418 $108.9M
Syntegra Private Wealth Group, LLC 12.36% Add +15.8% 1,289,823 $107.0M
Janney Montgomery Scott LLC 0.29% Reduce -7.4% 1,244,831 $103.2M
KWB Wealth 13.44% Reduce -2.7% 1,287,240 $103.1M
CoreCap Advisors, LLC 4.83% Add +0.9% 1,236,696 $102.6M
Tiaa Trust, National Association 0.30% Add +24.0% 1,231,972 $102.2M
AlphaStar Capital Management, LLC 7.58% Add +1.4% 1,151,207 $95.5M
Mariner, LLC 0.16% Add +6.9% 1,054,189 $87.4M
Old National Bancorp 2.01% Reduce -0.2% 1,050,514 $87.1M
First Command Advisory Services, Inc. 0.81% Reduce -33.1% 1,012,008 $83.9M
SCS Capital Management LLC 1.56% Reduce -0.1% 931,914 $77.3M
Cliftonlarsonallen Wealth Advisors, LLC 1.74% Add +2.1% 908,754 $75.4M
Prudential Financial Inc. 0.10% Reduce -11.5% 883,318 $73.3M
Cannon Financial Strategists, Inc. 12.09% Reduce -0.1% 833,831 $69.2M
Envestnet Portfolio Solutions, Inc. 0.22% Reduce -14.5% 814,797 $67.6M
Octavia Wealth Advisors, LLC 8.12% Add +16.1% 794,117 $65.9M
Northwestern Mutual Wealth Management Co. 0.06% Add +129.1% 766,508 $63.6M
Raymond James & Associates 0.04% Add +1.4% 716,405 $59.4M
Stifel Financial Corp. 0.06% Add +26.0% 692,993 $57.5M
Flagship Harbor Advisors, LLC 3.12% Add +15.3% 683,897 $56.7M
Klingman & Associates, LLC 3.51% Reduce -0.7% 683,097 $56.7M
Cambridge Investment Research Advisors, Inc. 0.19% Reduce -7.0% 676,635 $56.1M
Reston Wealth Management LLC 20.30% Add +0.9% 676,037 $56.1M
Nottingham Advisors, Inc. 6.17% Add +0.8% 672,828 $55.8M
Ackerman Capital Advisors, LLC 14.21% Reduce -2.0% 663,444 $55.0M
Financial Planning & Information Services, Inc. 7.43% Add +7.8% 649,822 $53.9M
MML Investors Services, LLC 0.19% Reduce -14.1% 644,291 $53.4M
Integrated Wealth Concepts LLC 0.64% Reduce -10.3% 631,655 $52.4M
Founders Financial Securities LLC 4.80% Add +9.2% 627,032 $52.0M
ESL Trust Services, LLC 11.66% Reduce -0.0% 620,678 $51.5M
Kestra Advisory Services, LLC 0.28% Reduce -24.4% 618,564 $51.3M
Compton Financial Group, LLC 15.27% Reduce -10.3% 609,472 $50.5M
Thrivent Financial for Lutherans 0.09% Reduce -1.7% 600,224 $49.8M
Merit Financial Group, LLC 1.10% Reduce -8.1% 591,317 $49.0M
Roberts Financial Services LLC 9.02% Reduce -37.5% 581,174 $48.2M
Ameritas Advisory Services, LLC 1.98% Reduce -2.2% 551,833 $45.8M
Perennial Investment Advisors, LLC 5.81% Reduce -1.4% 539,201 $44.7M
Leicht Financial Planning & Wealth Management, Inc. 22.29% Add +0.4% 533,858 $44.3M
SilverOak Wealth Management LLC 9.53% Add +2.8% 512,409 $42.5M
Canandaigua National Bank & Trust Co. 3.95% Add +4.5% 498,146 $41.3M
Rodgers & Associates, LTD 4.86% Reduce -2.9% 491,459 $40.8M
IHT Wealth Management, LLC 1.15% Add +5.7% 489,963 $40.6M
Mma Asset Management LLC 10.40% Add +66.3% 536,983 $39.0M
Truefg, LLC 12.69% Reduce -1.3% 468,358 $38.8M
Trilogy Capital Inc. 1.91% Reduce -20.3% 456,151 $37.8M
Benjamin Edwards Inc. 0.55% Add +2658.0% 451,865 $37.5M
CGN Advisors LLC 3.72% Add +23.0% 445,915 $37.0M
Kingsview Wealth Management, LLC 0.77% Reduce -5.6% 442,319 $36.7M
Signet Financial Management, LLC 4.64% Add +0.7% 439,294 $36.4M
Two Sigma Investments, LP 0.08% Add +439.4% 431,500 $35.8M
Good Life Advisors, LLC 2.16% Add +3.6% 422,233 $35.0M
Woodard & Co. Asset Management Group Inc. 7.81% Add +3.2% 419,259 $34.8M
ERn Financial, LLC 5.24% Add +5.4% 415,636 $34.5M
Convergence Financial, LLC 7.28% Add +8.3% 413,223 $34.3M
Stratos Wealth Partners, LTD. 0.49% Add +11.2% 405,739 $33.7M
Executive Wealth Management, LLC 2.63% Reduce -0.8% 404,379 $33.5M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -3.8% 403,799 $33.5M
Buska Wealth Management, LLC 11.59% Add +6.4% 400,798 $33.2M

"% 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 1,022 holders