SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q1 2025 (March 31)1,103holders −36
66new positions
89sold out
5famous investors
$80.31avg. 13F price*
At the end of Q1 2025, 1,103 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, down 36 from Q4 2024. 66 opened new positions and 89 sold out. The largest holders were LPL Financial LLC ($2.9B), Financial Engines Advisors L.L.C. ($1.6B) and Allworth Financial LP ($901.5M). 5 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 (Q1 2025)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $70.6M |
| Exits | 89 | $123.4M |
All 13F filers, Q4 2024 → Q1 2025: 17,168,316 shares bought and 35,612,923 shares sold, net −18,444,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,103 holders
| LPL Financial LLC | 1.13% | Add +6.0% | 36,070,856 | $2.9B |
| Financial Engines Advisors L.L.C. | 3.40% | Reduce -2.1% | 19,696,376 | $1.6B |
| Allworth Financial LP | 5.08% | Reduce -8.4% | 11,217,747 | $901.5M |
| Ameriprise Financial Inc. | 0.19% | Add +7.2% | 8,732,829 | $701.7M |
| Morgan Stanley | 0.04% | Add +3.5% | 7,662,540 | $615.8M |
| Equitable Holdings, Inc. | 4.52% | Add +6.6% | 5,920,770 | $475.9M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -65.8% | 5,757,808 | $462.8M |
| JPMorgan Chase & Co. | 0.03% | Add +3.5% | 5,444,280 | $437.6M |
| Valmark Advisers, Inc. | 5.76% | Add +2.4% | 4,744,344 | $381.3M |
| HB Wealth Management, LLC | 3.13% | Add +3.3% | 4,788,489 | $371.7M |
| Horizon Investments, LLC | 11.04% | Reduce -17.2% | 4,609,555 | $370.5M |
| Kestra Investment Management, LLC | 6.58% | Add +82.7% | 4,361,014 | $341.1M |
| Townsquare Capital LLC | 3.60% | Add +5.9% | 4,209,404 | $338.3M |
| UBS Group AG | 0.07% | Reduce -4.2% | 3,838,600 | $308.5M |
| Dynasty Wealth Management, LLC | 5.03% | Add +6.0% | 3,756,820 | $301.9M |
| Raymond James Financial Inc. | 0.11% | Add +0.9% | 3,713,702 | $298.5M |
| Orgel Wealth Management, LLC | 7.71% | Add +11.6% | 3,692,948 | $296.8M |
| Quotient Wealth Partners, LLC | 9.27% | Add +4.0% | 3,612,114 | $290.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +6.0% | 3,356,869 | $269.8M |
| Bank of New York Mellon Corp | 0.05% | Reduce -8.4% | 3,355,822 | $269.7M |
| Advisory Alpha, LLC | 8.90% | Add +1.1% | 3,263,819 | $261.7M |
| RFG Advisory, LLC | 6.40% | Add +4.1% | 2,946,637 | $236.8M |
| Bank of America Corp. | 0.02% | Reduce -0.6% | 2,912,507 | $234.1M |
| Private Advisor Group, LLC | 1.39% | Reduce -4.7% | 2,854,539 | $229.4M |
| AE Wealth Management LLC | 1.64% | Add +4.3% | 2,422,045 | $194.7M |
| Willis Johnson & Associates, Inc. | 14.23% | Reduce -2.3% | 2,338,521 | $187.9M |
| Cetera Investment Advisers | 0.35% | Reduce -20.2% | 2,229,013 | $179.1M |
| Cwm, LLC | 0.71% | Reduce -9.6% | 2,216,370 | $178.1M |
| HighTower Advisors, LLC | 0.24% | Add +33.5% | 2,207,192 | $177.4M |
| Osaic Holdings, Inc. | 0.38% | Reduce -16.6% | 2,137,873 | $171.8M |
| Wells Fargo & Company | 0.04% | Add +1.5% | 2,128,843 | $171.1M |
| FMR LLC | 0.01% | Add +4.6% | 2,051,592 | $164.9M |
| NorthRock Partners, LLC | 5.49% | Add +1.9% | 2,031,903 | $163.3M |
| Royal Bank of Canada | 0.03% | Add +2.9% | 1,916,056 | $154.0M |
| Commonwealth Equity Services, LLC | 0.22% | Add +10.2% | 1,897,130 | $152.5M |
| SCS Capital Management LLC | 1.83% | Add +94.1% | 1,793,264 | $144.1M |
| Savant Capital, LLC | 1.21% | Reduce -13.0% | 1,772,397 | $142.4M |
| Connecticut Wealth Management, LLC | 6.61% | Reduce -62.7% | 1,571,909 | $126.3M |
| Focused Wealth Management, Inc | 16.10% | Add +2.3% | 1,472,387 | $118.3M |
| CoreCap Advisors, LLC | 5.06% | Add +5.6% | 1,428,783 | $114.8M |
| Gerber Kawasaki Wealth & Investment Management | 5.15% | Add +3.0% | 1,424,985 | $114.5M |
| Nicolet Advisory Services, LLC | 11.28% | Reduce -1.1% | 1,479,625 | $113.8M |
| Tiaa Trust, National Association | 0.33% | Add +10.2% | 1,332,553 | $107.1M |
| Kingsview Wealth Management, LLC | 1.94% | Reduce -0.3% | 1,279,544 | $102.8M |
| Mariner, LLC | 0.17% | Add +18.2% | 1,270,828 | $102.1M |
| Syntegra Private Wealth Group, LLC | 11.88% | Reduce -2.1% | 1,263,855 | $101.6M |
| KWB Wealth | 12.14% | Reduce -5.6% | 1,144,816 | $100.6M |
| Prudential Financial Inc. | 0.14% | Reduce -10.1% | 1,201,662 | $96.6M |
| AlphaStar Capital Management, LLC | 9.44% | Reduce -1.6% | 1,167,033 | $93.8M |
| Old National Bancorp | 2.36% | Add +7.2% | 1,118,864 | $89.9M |
| Stifel Financial Corp. | 0.09% | Add +51.3% | 1,073,142 | $86.2M |
| First National Trust Co | 3.44% | Reduce -25.4% | 1,062,498 | $85.4M |
| Octavia Wealth Advisors, LLC | 10.16% | Add +28.8% | 1,041,037 | $83.7M |
| Black Swift Group, LLC | 18.68% | Reduce -23.3% | 1,026,913 | $82.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +11.2% | 978,221 | $78.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.41% | Add +0.9% | 941,935 | $75.7M |
| Integrated Wealth Concepts LLC | 0.88% | Add +7.6% | 939,590 | $75.5M |
| Corient Private Wealth LP | 0.12% | Reduce -31.5% | 920,034 | $73.9M |
| Flagship Harbor Advisors, LLC | 3.85% | Add +10.0% | 910,702 | $73.2M |
| Compton Financial Group, LLC | 20.34% | Add +41.3% | 879,023 | $70.6M |
| Janney Montgomery Scott LLC | 0.19% | Reduce -24.0% | 833,758 | $67.0M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Reduce -25.2% | 833,241 | $67.0M |
| MML Investors Services, LLC | 0.22% | Reduce -4.6% | 829,566 | $66.7M |
| Cannon Financial Strategists, Inc. | 11.27% | Reduce -2.0% | 817,114 | $65.7M |
| Waverly Advisors, LLC | 0.76% | Add +2.7% | 775,808 | $62.4M |
| Principal Securities, Inc. | 1.37% | No change | 697,501 | $61.3M |
| Benjamin Edwards Inc. | 0.85% | Add +61.1% | 754,366 | $60.6M |
| Creative Planning | 0.06% | Reduce -0.0% | 730,549 | $58.7M |
| Roberts Financial Services LLC | 11.29% | Add +33.1% | 723,250 | $58.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +4.8% | 713,967 | $57.4M |
| First Command Advisory Services, Inc. | 0.55% | Add +8.5% | 708,244 | $56.9M |
| Founders Financial Securities LLC | 4.74% | Reduce -5.7% | 686,054 | $55.9M |
| Klingman & Associates, LLC | 3.39% | Add +2.3% | 689,483 | $55.4M |
| Ackerman Capital Advisors, LLC | 14.04% | Reduce -0.6% | 661,363 | $53.2M |
| Ameritas Advisory Services, LLC | 2.12% | Reduce -13.0% | 644,502 | $52.4M |
| Reston Wealth Management LLC | 20.67% | Reduce -6.3% | 636,095 | $51.1M |
| ESL Trust Services, LLC | 11.33% | Add +0.5% | 624,856 | $50.2M |
| Elevation Point Wealth Partners, LLC | 4.12% | Reduce -0.6% | 598,061 | $48.1M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +2.3% | 593,721 | $47.7M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -40.9% | 530,305 | $46.2M |
| SilverOak Wealth Management LLC | 9.97% | Add +6.0% | 573,700 | $46.1M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -10.8% | 565,876 | $45.5M |
| Mainstay Capital Management LLC | 6.22% | Reduce -54.0% | 564,883 | $45.4M |
| Canandaigua National Bank & Trust Co. | 4.49% | Add +8.9% | 557,906 | $44.8M |
| Diversify Wealth Management, LLC | 3.28% | Add +25.3% | 538,146 | $44.1M |
| IHT Wealth Management, LLC | 1.36% | Add +11.4% | 543,666 | $43.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 22.76% | Add +3.2% | 541,484 | $43.5M |
| Perennial Investment Advisors, LLC | 4.83% | Add +7.7% | 533,197 | $42.9M |
| Merit Financial Group, LLC | 0.60% | Reduce -17.5% | 497,933 | $40.0M |
| Good Life Advisors, LLC | 2.76% | Add +29.4% | 487,387 | $39.2M |
| Trilogy Capital Inc. | 1.97% | Reduce -1.0% | 468,442 | $37.6M |
| Truefg, LLC | 12.36% | Add +0.8% | 467,458 | $37.6M |
| Courier Capital LLC | 2.44% | Add +12.8% | 463,097 | $37.2M |
| Rodgers & Associates, LTD | 4.53% | Reduce -1.4% | 462,277 | $37.2M |
| Nottingham Advisors, Inc. | 5.64% | Reduce -23.5% | 458,805 | $36.9M |
| CGN Advisors LLC | 3.54% | Reduce -3.5% | 449,814 | $36.2M |
| Oarsman Capital, Inc. | 6.37% | Add +3.8% | 441,487 | $35.5M |
| Buska Wealth Management, LLC | 11.12% | Add +3.6% | 441,402 | $35.5M |
| Convergence Financial, LLC | 6.47% | Reduce -0.4% | 410,140 | $33.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.76% | Add +1.8% | 407,277 | $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.