SS SPDR P S&P 500 Growth ETFSPYGETF

13F holders, Q2 2025 (June 30)
1,169holders +66
114new positions
39sold out
5famous investors
$95.27avg. 13F price*

At the end of Q2 2025, 1,169 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 66 from Q1 2025. 114 opened new positions and 39 sold out. The largest holders were LPL Financial LLC ($3.6B), Financial Engines Advisors L.L.C. ($1.8B) and Allworth Financial LP ($1.1B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 SERIES TRUST (Q2 2025)
CUSIP
78464A409
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions114$300.4M
Exits39$66.7M

All 13F filers, Q1 2025 → Q2 2025: 29,801,160 shares bought and 18,863,981 shares sold, net +10,937,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,169 holders

LPL Financial LLC 1.21% Add +5.0% 37,858,343 $3.6B
Financial Engines Advisors L.L.C. 3.66% Reduce -2.3% 19,237,014 $1.8B
Allworth Financial LP 5.19% Add +1.2% 11,348,851 $1.1B
Envestnet Asset Management Inc. 0.28% Add +77.6% 10,227,943 $974.9M
Ameriprise Financial Inc. 0.23% Add +12.8% 9,853,254 $939.0M
Morgan Stanley 0.05% Add +7.2% 8,215,054 $783.1M
JPMorgan Chase & Co. 0.04% Add +3.6% 5,642,681 $537.9M
Horizon Investments, LLC 8.50% Add +22.2% 5,632,336 $536.9M
Equitable Holdings, Inc. 4.21% Reduce -9.6% 5,352,760 $510.2M
Valmark Advisers, Inc. 6.10% Reduce -3.2% 4,592,176 $437.7M
HB Wealth Management, LLC 3.33% Reduce -8.8% 4,366,773 $416.2M
UBS Group AG 0.09% Add +11.1% 4,262,778 $406.3M
Orgel Wealth Management, LLC 8.95% Add +5.5% 3,895,752 $371.3M
Raymond James Financial Inc. 0.13% Add +3.0% 3,825,697 $364.7M
Quotient Wealth Partners, LLC 10.17% Add +0.4% 3,626,169 $345.6M
Bank of New York Mellon Corp 0.06% Add +6.0% 3,557,911 $339.1M
Goldman Sachs Group Inc. 0.05% Add +4.9% 3,522,818 $335.8M
Bank of America Corp. 0.03% Add +17.7% 3,428,865 $326.8M
Advisory Alpha, LLC 10.04% Add +3.6% 3,381,658 $322.3M
Dynasty Wealth Management, LLC 5.03% Reduce -17.6% 3,095,856 $295.1M
AE Wealth Management LLC 1.89% Add +12.2% 2,717,937 $259.1M
Cetera Investment Advisers 0.43% Add +21.2% 2,702,340 $257.6M
Cwm, LLC 0.89% Add +20.1% 2,660,996 $253.6M
Royal Bank of Canada 0.05% Add +31.8% 2,524,871 $240.7M
Wells Fargo & Company 0.05% Add +16.8% 2,487,009 $237.1M
Osaic Holdings, Inc. 0.42% Add +16.0% 2,480,695 $236.3M
Private Advisor Group, LLC 1.26% Reduce -14.4% 2,444,532 $233.0M
Willis Johnson & Associates, Inc. 15.82% Add +4.4% 2,441,746 $232.7M
HighTower Advisors, LLC 0.28% Add +4.9% 2,315,195 $220.7M
Kestra Investment Management, LLC 6.37% Reduce -49.5% 2,203,650 $210.1M
NorthRock Partners, LLC 5.44% Add +7.7% 2,187,721 $208.5M
Truist Financial Corp. 0.29% Add +662.1% 2,059,594 $196.3M
Tiaa Trust, National Association 0.50% Add +52.4% 2,030,896 $193.6M
FMR LLC 0.01% Reduce -6.6% 1,917,088 $182.7M
SCS Capital Management LLC 1.94% Add +2.4% 1,836,568 $175.1M
Connecticut Wealth Management, LLC 7.82% Add +9.7% 1,723,602 $164.3M
Commonwealth Equity Services, LLC 0.21% Reduce -12.4% 1,662,524 $158.5M
Savant Capital, LLC 1.13% Reduce -7.3% 1,642,697 $156.6M
Gerber Kawasaki Wealth & Investment Management 5.82% Add +10.8% 1,578,456 $150.5M
Nicolet Advisory Services, LLC 12.64% Add +3.8% 1,535,363 $148.6M
CoreCap Advisors, LLC 5.76% Add +4.9% 1,499,378 $142.9M
Focused Wealth Management, Inc 17.13% Reduce -0.0% 1,472,114 $140.3M
Kingsview Wealth Management, LLC 2.19% Add +5.8% 1,354,081 $129.1M
Northwestern Mutual Wealth Management Co. 0.09% Add +35.2% 1,322,890 $126.1M
Syntegra Private Wealth Group, LLC 12.66% Add +3.0% 1,301,740 $124.1M
Mariner, LLC 0.18% Add +1.2% 1,285,569 $122.5M
First National Trust Co 4.29% Add +13.2% 1,202,302 $114.6M
Prudential Financial Inc. 0.15% Reduce -0.5% 1,195,346 $113.9M
Old National Bancorp 2.02% Add +6.2% 1,188,453 $113.3M
AlphaStar Capital Management, LLC 7.65% Reduce -2.3% 1,139,964 $108.7M
Mainstay Capital Management LLC 5.11% Add +92.3% 1,086,545 $103.6M
Clark Capital Management Group, Inc. 0.72% Add +10781.1% 1,085,277 $103.4M
Exchange Traded Concepts, LLC 1.28% New 1,049,090 $100.0M
Octavia Wealth Advisors, LLC 11.19% Reduce -0.9% 1,031,905 $98.4M
MML Investors Services, LLC 0.28% Add +20.6% 1,000,339 $95.4M
Cliftonlarsonallen Wealth Advisors, LLC 1.58% Add +5.1% 989,939 $94.4M
Flagship Harbor Advisors, LLC 4.33% Add +5.4% 959,536 $91.5M
Integrated Wealth Concepts LLC 0.91% Add +1.6% 954,990 $91.0M
Stifel Financial Corp. 0.09% Reduce -12.5% 938,767 $89.5M
KWB Wealth 10.78% Reduce -3.6% 1,103,542 $88.7M
Strategic Financial Concepts, LLC 11.41% Add +9486.5% 851,088 $81.1M
Compton Financial Group, LLC 21.02% Reduce -3.5% 847,823 $80.8M
RFG Advisory, LLC 1.86% Reduce -71.9% 829,241 $79.0M
Envestnet Portfolio Solutions, Inc. 0.29% Reduce -0.6% 828,628 $79.0M
Cannon Financial Strategists, Inc. 12.33% Add +0.2% 818,956 $78.1M
Waverly Advisors, LLC 0.82% Add +1.4% 786,880 $75.0M
Corient Private Wealth LP 0.10% Reduce -17.9% 755,193 $72.0M
Creative Planning 0.06% Add +0.6% 735,165 $70.1M
First Command Advisory Services, Inc. 0.60% Add +3.6% 733,854 $70.0M
Founders Financial Securities LLC 5.24% Add +5.5% 723,607 $69.0M
Klingman & Associates, LLC 3.76% Add +3.9% 716,008 $68.2M
Two Sigma Investments, LP 0.12% Add +161.9% 684,400 $65.2M
Reston Wealth Management LLC 22.49% Add +5.8% 673,214 $64.2M
Ackerman Capital Advisors, LLC 14.88% Add +1.6% 671,985 $64.1M
Black Swift Group, LLC 12.93% Reduce -34.6% 671,263 $64.0M
Cambridge Investment Research Advisors, Inc. 0.19% Reduce -7.5% 660,474 $63.0M
Benjamin Edwards Inc. 0.79% Reduce -14.0% 648,806 $61.8M
ESL Trust Services, LLC 12.48% Add +2.5% 640,595 $61.1M
Kestra Advisory Services, LLC 0.28% Add +7.6% 608,977 $58.0M
Diversify Wealth Management, LLC 3.57% Add +7.1% 576,325 $57.8M
Janney Montgomery Scott LLC 0.15% Reduce -28.9% 592,524 $56.5M
SilverOak Wealth Management LLC 10.57% Add +3.0% 591,043 $56.3M
Leicht Financial Planning & Wealth Management, Inc. 25.90% Add +5.6% 571,961 $54.5M
Canandaigua National Bank & Trust Co. 5.07% Add +2.5% 571,779 $54.5M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -5.2% 562,712 $54.1M
IHT Wealth Management, LLC 1.45% Add +1.6% 552,140 $52.6M
Perennial Investment Advisors, LLC 4.97% Add +0.7% 536,744 $51.2M
Merit Financial Group, LLC 0.56% Add +5.5% 525,301 $50.1M
Courier Capital LLC 2.87% Add +7.1% 495,785 $47.3M
CGN Advisors LLC 4.21% Add +9.9% 494,335 $47.1M
Rodgers & Associates, LTD 5.11% Add +5.5% 487,533 $46.5M
Good Life Advisors, LLC 2.89% Reduce -0.4% 485,371 $46.3M
Oarsman Capital, Inc. 7.10% Add +7.6% 475,148 $45.3M
Ameritas Advisory Services, LLC 2.36% Reduce -26.3% 474,848 $45.3M
Truefg, LLC 13.37% Add +1.0% 471,980 $45.0M
Orion Porfolio Solutions, LLC 0.38% Add +575.8% 467,240 $44.5M
Buska Wealth Management, LLC 12.10% Add +5.2% 464,484 $44.3M
Nottingham Advisors, Inc. 6.14% Reduce -5.3% 434,380 $41.4M
Marks Wealth, LLC 13.14% New 425,227 $40.5M
Convergence Financial, LLC 6.97% Add +3.6% 424,818 $40.5M

"% 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 1,169 holders