SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q3 2024 (September 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $66.5M |
| Exits | 66 | $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.