SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q4 2024 (December 31)1,139holders +117
91new positions
48sold out
4famous investors
$87.63avg. 13F price*
At the end of Q4 2024, 1,139 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 117 from Q3 2024. 91 opened new positions and 48 sold out. The largest holders were LPL Financial LLC ($3.0B), Financial Engines Advisors L.L.C. ($1.8B) and Envestnet Asset Management Inc. ($1.5B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $457.6M |
| Exits | 48 | $36.2M |
All 13F filers, Q3 2024 → Q4 2024: 44,648,166 shares bought and 8,204,776 shares sold, net +36,443,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,139 holders
| LPL Financial LLC | 1.22% | Add +8.3% | 34,023,208 | $3.0B |
| Financial Engines Advisors L.L.C. | 3.72% | Reduce -2.4% | 20,126,715 | $1.8B |
| Envestnet Asset Management Inc. | 0.47% | Add +176.9% | 16,832,670 | $1.5B |
| Allworth Financial LP | 6.20% | Reduce -7.0% | 12,247,814 | $1.1B |
| Ameriprise Financial Inc. | 0.18% | Add +4.2% | 8,149,242 | $716.5M |
| Morgan Stanley | 0.05% | Add +2.0% | 7,403,501 | $650.8M |
| Horizon Investments, LLC | 14.05% | Reduce -14.1% | 5,569,845 | $489.6M |
| Equitable Holdings, Inc. | 4.65% | Reduce 0.0% | 5,552,330 | $488.0M |
| JPMorgan Chase & Co. | 0.04% | Add +1.9% | 5,261,185 | $462.5M |
| Valmark Advisers, Inc. | 6.32% | Reduce -0.1% | 4,635,243 | $407.4M |
| HB Wealth Management, LLC | 4.03% | Add +1.3% | 4,634,594 | $393.8M |
| UBS Group AG | 0.08% | Add +8.3% | 4,006,929 | $352.2M |
| Townsquare Capital LLC | 3.95% | Add +42.8% | 3,975,868 | $349.5M |
| Raymond James Financial Inc. | 0.12% | — | 3,680,799 | $323.5M |
| Bank of New York Mellon Corp | 0.06% | Add +6.5% | 3,663,070 | $322.0M |
| Clark Capital Management Group, Inc. | 2.22% | Add +148942.8% | 3,614,288 | $317.7M |
| Dynasty Wealth Management, LLC | 5.37% | New | 3,542,609 | $311.4M |
| Quotient Wealth Partners, LLC | 9.99% | Add +0.9% | 3,473,756 | $305.3M |
| Orgel Wealth Management, LLC | 7.59% | Add +19.7% | 3,309,979 | $290.9M |
| Advisory Alpha, LLC | 10.10% | Reduce -4.1% | 3,228,143 | $283.8M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -8.8% | 3,166,950 | $278.4M |
| Connecticut Wealth Management, LLC | 13.49% | Add +194.9% | 4,210,466 | $274.6M |
| Private Advisor Group, LLC | 1.48% | Add +4.2% | 2,995,112 | $263.3M |
| Bank of America Corp. | 0.02% | Add +0.5% | 2,929,633 | $257.5M |
| RFG Advisory, LLC | 7.04% | Add +3.7% | 2,829,544 | $248.7M |
| Cetera Investment Advisers | 0.51% | Add +30.5% | 2,793,283 | $245.5M |
| Osaic Holdings, Inc. | 0.50% | Add +36.4% | 2,562,437 | $221.3M |
| Cwm, LLC | 0.89% | Add +5.4% | 2,450,975 | $215.4M |
| Willis Johnson & Associates, Inc. | 16.16% | Add +1.5% | 2,392,985 | $210.3M |
| Kestra Investment Management, LLC | 8.25% | Add +6.0% | 2,387,215 | $209.8M |
| AE Wealth Management LLC | 1.73% | Add +5.8% | 2,322,135 | $204.1M |
| Wells Fargo & Company | 0.04% | Add +5.0% | 2,097,125 | $184.3M |
| Savant Capital, LLC | 1.41% | Reduce -10.6% | 2,037,466 | $179.1M |
| NorthRock Partners, LLC | 5.72% | Add +0.2% | 1,993,705 | $175.2M |
| FMR LLC | 0.01% | Reduce -2.9% | 1,960,980 | $172.4M |
| Royal Bank of Canada | 0.04% | Add +3.9% | 1,861,628 | $163.6M |
| Commonwealth Equity Services, LLC | 0.22% | Add +3.5% | 1,721,452 | $151.3M |
| HighTower Advisors, LLC | 0.20% | Add +11.3% | 1,653,389 | $145.3M |
| Independent Advisor Alliance | 1.86% | Add +7157.9% | 1,598,110 | $140.5M |
| Nicolet Advisory Services, LLC | 12.03% | Reduce -6.4% | 1,496,457 | $131.0M |
| Orion Porfolio Solutions, LLC | 1.27% | Add +2707.5% | 1,448,705 | $127.3M |
| Orion Portfolio Solutions, LLC | 1.27% | Add +2707.5% | 1,448,705 | $127.3M |
| Focused Wealth Management, Inc | 17.08% | Add +1.0% | 1,439,216 | $126.5M |
| First National Trust Co | 4.70% | Add +2.2% | 1,424,641 | $125.2M |
| Gerber Kawasaki Wealth & Investment Management | 5.29% | Add +4.9% | 1,383,781 | $121.6M |
| CoreCap Advisors, LLC | 5.41% | Add +9.4% | 1,352,669 | $118.9M |
| Corient Private Wealth LP | 0.20% | Reduce -9.7% | 1,342,497 | $118.0M |
| Black Swift Group, LLC | 24.98% | Add +2.0% | 1,338,881 | $117.7M |
| Prudential Financial Inc. | 0.16% | Add +51.3% | 1,336,348 | $117.5M |
| Syntegra Private Wealth Group, LLC | 12.82% | Add +0.1% | 1,291,397 | $113.5M |
| Kingsview Wealth Management, LLC | 2.20% | Add +190.1% | 1,283,008 | $112.8M |
| Mainstay Capital Management LLC | 16.41% | Reduce -27.6% | 1,228,034 | $107.9M |
| Tiaa Trust, National Association | 0.32% | Reduce -1.9% | 1,209,133 | $106.3M |
| AlphaStar Capital Management, LLC | 10.89% | Add +3.0% | 1,185,371 | $104.2M |
| KWB Wealth | 12.46% | Reduce -5.8% | 1,212,277 | $100.5M |
| Envestnet Portfolio Solutions, Inc. | 0.32% | Add +36.6% | 1,113,302 | $97.9M |
| Janney Montgomery Scott LLC | 0.27% | Reduce -11.8% | 1,097,692 | $96.5M |
| Mariner, LLC | 0.16% | Add +2.0% | 1,075,496 | $94.5M |
| Old National Bancorp | 2.17% | Reduce -0.7% | 1,043,404 | $91.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.59% | Add +2.8% | 933,944 | $82.1M |
| SCS Capital Management LLC | 1.68% | Reduce -0.8% | 923,953 | $81.2M |
| Thrivent Financial for Lutherans | 0.15% | Add +49.4% | 896,664 | $78.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +14.7% | 879,492 | $77.3M |
| Integrated Wealth Concepts LLC | 0.89% | Add +38.2% | 873,178 | $76.8M |
| MML Investors Services, LLC | 0.26% | Add +35.0% | 869,932 | $76.5M |
| Cannon Financial Strategists, Inc. | 12.57% | Reduce 0.0% | 833,807 | $73.3M |
| Flagship Harbor Advisors, LLC | 3.82% | Add +21.0% | 827,758 | $72.8M |
| Octavia Wealth Advisors, LLC | 8.62% | Add +1.8% | 808,553 | $71.1M |
| Waverly Advisors, LLC | 1.03% | Add +111.0% | 755,565 | $66.4M |
| Ameritas Advisory Services, LLC | 2.25% | Add +34.3% | 740,951 | $65.1M |
| Creative Planning | 0.06% | Add +119.9% | 730,789 | $64.2M |
| Founders Financial Securities LLC | 5.76% | Add +16.0% | 727,245 | $63.9M |
| Stifel Financial Corp. | 0.07% | Add +2.4% | 709,295 | $62.3M |
| Principal Securities, Inc. | 1.38% | Add +4359.1% | 697,501 | $61.3M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +0.7% | 681,037 | $59.9M |
| Reston Wealth Management LLC | 22.18% | Add +0.4% | 678,681 | $59.7M |
| Klingman & Associates, LLC | 3.75% | Reduce -1.3% | 674,165 | $59.3M |
| Ackerman Capital Advisors, LLC | 15.34% | Add +0.3% | 665,457 | $58.5M |
| First Command Advisory Services, Inc. | 0.54% | Reduce -35.5% | 652,886 | $57.4M |
| Kestra Advisory Services, LLC | 0.31% | Add +2.5% | 634,301 | $55.8M |
| Compton Financial Group, LLC | 16.25% | Add +2.1% | 622,033 | $54.7M |
| ESL Trust Services, LLC | 12.18% | Add +0.2% | 621,792 | $54.7M |
| Merit Financial Group, LLC | 0.95% | Add +2.0% | 603,255 | $53.0M |
| Elevation Point Wealth Partners, LLC | 4.27% | New | 601,776 | $52.9M |
| Nottingham Advisors, Inc. | 6.69% | Reduce -10.9% | 599,761 | $52.7M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +43.8% | 580,572 | $51.0M |
| Roberts Financial Services LLC | 9.01% | Reduce -6.5% | 543,279 | $47.8M |
| SilverOak Wealth Management LLC | 10.24% | Add +5.7% | 541,456 | $47.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 23.59% | Reduce -1.8% | 524,479 | $46.1M |
| Canandaigua National Bank & Trust Co. | 4.45% | Add +2.9% | 512,400 | $45.0M |
| Perennial Investment Advisors, LLC | 5.13% | Reduce -8.2% | 494,970 | $43.5M |
| IHT Wealth Management, LLC | 1.38% | Reduce -0.4% | 488,049 | $42.9M |
| Trilogy Capital Inc. | 2.14% | Add +3.7% | 473,209 | $41.6M |
| Rodgers & Associates, LTD | 4.91% | Reduce -4.6% | 469,016 | $41.2M |
| Benjamin Edwards Inc. | 0.59% | Add +3.6% | 468,225 | $41.2M |
| CGN Advisors LLC | 3.98% | Add +4.6% | 466,294 | $41.0M |
| Truefg, LLC | 13.31% | Reduce -1.0% | 463,819 | $40.8M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +49.3% | 443,096 | $38.9M |
| Cary Street Partners Financial LLC | 1.26% | — | 440,434 | $38.7M |
| Signet Financial Management, LLC | 4.86% | Reduce -1.4% | 433,254 | $38.1M |
"% 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.