SS SPDR P S&P 500 Growth ETFSPYGETF

13F holders, Q1 2026 (March 31)
1,328holders −22
70new positions
98sold out
5famous investors
$97.12avg. 13F price*

At the end of Q1 2026, 1,328 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, down 22 from Q4 2025. 70 opened new positions and 98 sold out. The largest holders were LPL Financial LLC ($3.9B), Financial Engines Advisors L.L.C. ($1.7B) and Goldman Sachs Group Inc. ($1.5B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q1 2026)
CUSIP
78464A409
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions70$247.1M
Exits98$136.8M

All 13F filers, Q4 2025 → Q1 2026: 19,357,604 shares bought and 24,664,099 shares sold, net −5,306,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,328 holders

LPL Financial LLC 1.04% Reduce -1.0% 39,830,479 $3.9B
Financial Engines Advisors L.L.C. 3.46% Add +0.7% 17,402,089 $1.7B
Goldman Sachs Group Inc. 0.19% Add +4.4% 15,021,380 $1.5B
Allworth Financial LP 4.94% Add +0.2% 12,409,631 $1.2B
Ameriprise Financial Inc. 0.23% Reduce -0.5% 10,254,465 $1.0B
Morgan Stanley 0.06% Reduce -41.2% 9,543,739 $934.4M
Envestnet Asset Management Inc. 0.23% Reduce -23.2% 8,585,657 $840.6M
Horizon Investments, LLC 7.01% Add +18.6% 6,388,843 $625.5M
JPMorgan Chase & Co. 0.04% Reduce -1.5% 5,679,266 $534.2M
Valmark Advisers, Inc. 5.69% Add +4.8% 4,884,338 $478.2M
Vantagepoint Investment Advisers LLC 3.53% Reduce -4.0% 4,260,368 $417.1M
Raymond James Financial Inc. 0.13% Add +3.1% 4,157,103 $407.0M
Dynasty Wealth Management, LLC 3.26% Reduce -0.5% 3,816,675 $373.7M
UBS Group AG 0.06% Add +3.6% 3,727,164 $364.9M
Quotient Wealth Partners, LLC 9.49% Reduce -0.2% 3,681,880 $360.5M
Kestra Investment Management, LLC 6.04% Add +36.8% 3,579,192 $350.4M
Orgel Wealth Management, LLC 7.23% Reduce -7.1% 3,429,117 $335.7M
Wells Fargo & Company 0.06% Add +8.2% 3,184,410 $311.8M
Bank of America Corp. 0.02% Reduce -22.1% 3,130,556 $306.5M
Cetera Investment Advisers 0.32% Reduce -0.7% 3,077,881 $301.4M
AE Wealth Management LLC 1.62% Add +4.3% 3,069,038 $300.5M
Advisory Alpha, LLC 7.89% Reduce -15.7% 2,950,100 $288.8M
Willis Johnson & Associates, Inc. 15.91% Add +3.7% 2,786,481 $272.8M
Royal Bank of Canada 0.05% Add +11.9% 2,786,235 $272.8M
Cwm, LLC 0.72% Reduce -2.2% 2,780,818 $272.3M
Truist Financial Corp. 0.34% Reduce -3.3% 2,575,653 $252.2M
HB Wealth Management, LLC 1.63% Reduce -42.1% 2,767,124 $251.3M
HighTower Advisors, LLC 0.25% Add +2.0% 2,427,309 $237.7M
Osaic Holdings, Inc. 0.33% Reduce -4.2% 2,321,283 $227.3M
NorthRock Partners, LLC 3.47% Add +4.7% 2,194,615 $214.9M
Private Advisor Group, LLC 1.01% Add +0.6% 2,190,526 $214.5M
Connecticut Wealth Management, LLC 8.67% Add +8.8% 2,112,143 $206.8M
Equitable Holdings, Inc. 1.27% Reduce -4.9% 4,667,597 $197.8M
SCS Capital Management LLC 2.01% Add +5.1% 1,940,333 $190.0M
Diversify Wealth Management, LLC 3.32% Add +40.4% 1,666,662 $185.9M
FMR LLC 0.01% Add +0.6% 1,848,648 $181.0M
Independent Advisor Alliance 1.94% Add +6743.1% 1,841,696 $180.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.68% — 1,803,957 $176.6M
Stifel Financial Corp. 0.16% Add +3.3% 1,786,967 $175.0M
Gerber Kawasaki Wealth & Investment Management 5.37% Add +1161.0% 1,721,557 $168.7M
Kingsview Wealth Management, LLC 2.15% Add +6.7% 1,607,843 $157.4M
Commonwealth Equity Services, LLC 0.21% Reduce -7.0% 1,512,309 $148.1M
Focused Wealth Management, Inc 15.37% Add +2.9% 1,502,441 $147.1M
Savant Capital, LLC 0.71% Reduce -1.8% 1,494,852 $146.4M
Old National Bancorp 2.39% Add +15.9% 1,454,358 $142.4M
CoreCap Advisors, LLC 4.80% Reduce -1.9% 1,439,167 $140.9M
Northwestern Mutual Wealth Management Co. 0.08% Add +9.9% 1,389,460 $136.0M
Octavia Wealth Advisors, LLC 13.00% Add +25.8% 1,388,717 $136.0M
Benjamin Edwards Inc. 1.34% Add +2.5% 1,375,898 $134.7M
Mariner, LLC 0.16% Reduce -9.1% 1,365,582 $133.7M
Syntegra Private Wealth Group, LLC 12.32% Reduce -10.1% 1,324,964 $129.7M
Flagship Harbor Advisors, LLC 5.58% New 1,295,429 $126.8M
AlphaStar Capital Management, LLC 8.75% Reduce -10.7% 1,211,737 $118.6M
Prudential Financial Inc. 0.15% Reduce -0.1% 1,203,226 $117.8M
First National Trust Co 3.94% Add +0.6% 1,178,887 $115.4M
MML Investors Services, LLC 0.30% Add +1.4% 1,120,507 $109.7M
Founders Financial Securities LLC 6.16% Add +8.3% 1,050,219 $109.2M
Integrated Wealth Concepts LLC 0.84% Add +35.7% 1,073,283 $105.1M
Cambridge Investment Research Advisors, Inc. 0.27% Add +49.6% 1,071,443 $104.9M
Exchange Traded Concepts, LLC 0.79% Add +5.5% 1,048,519 $102.7M
Waverly Advisors, LLC 0.73% Add +6.5% 989,915 $96.9M
KWB Wealth 9.57% Reduce -7.7% 906,876 $96.8M
Cliftonlarsonallen Wealth Advisors, LLC 1.40% Reduce -0.9% 974,697 $95.4M
Mainstay Capital Management LLC 6.90% Add +5.1% 913,898 $89.5M
CIBC Bancorp USA Inc. 0.12% — 915,124 $89.5M
Jones Financial Companies LLLP 0.04% Add +57.4% 930,138 $88.2M
Cannon Financial Strategists, Inc. 11.37% Add +7.8% 883,504 $86.5M
Black Swift Group, LLC 14.89% Add +6.7% 868,064 $85.0M
Kestra Advisory Services, LLC 0.32% Add +15.6% 861,028 $84.3M
Corient Private Wealth LP 0.12% Reduce -2.6% 856,830 $83.1M
Nicolet Bankshares Inc. 2.93% Add +260.1% 804,593 $79.5M
Ackerman Capital Advisors, LLC 15.31% Reduce -0.1% 762,853 $74.7M
Creative Planning 0.05% Add +0.4% 727,702 $71.2M
First Command Advisory Services, Inc. 0.47% Reduce -1.1% 714,242 $69.9M
HighPoint Advisor Group LLC 2.74% Add +3.9% 667,644 $65.4M
Summit Financial, LLC 0.82% Add +133.4% 657,994 $64.4M
Klingman & Associates, LLC 3.10% Reduce -1.7% 654,814 $64.1M
Compton Financial Group, LLC 14.15% Reduce -23.3% 654,320 $64.1M
IHT Wealth Management, LLC 1.48% Add +11.8% 652,119 $63.8M
Reston Wealth Management LLC 19.28% Reduce -3.8% 642,954 $63.0M
SilverOak Wealth Management LLC 9.87% Add +2.8% 637,452 $62.4M
Canandaigua National Corp. 5.20% — 593,091 $58.1M
Composition Wealth, LLC 0.77% Reduce -15.0% 573,057 $56.1M
Dakota Wealth Management 1.20% Add +70.1% 566,820 $55.5M
Courier Capital LLC 2.99% Add +5.9% 546,445 $53.5M
Oarsman Capital, Inc. 6.60% Add +0.8% 543,010 $53.2M
Merit Financial Group, LLC 0.39% Reduce -1.4% 529,851 $51.9M
Confluence Investment Management LLC 0.80% Add +3.0% 528,353 $51.7M
RFG Advisory, LLC 0.95% Reduce -11.8% 525,501 $51.5M
Bank of New York Mellon Corp 0.01% Add +101.9% 507,584 $49.7M
Leicht Financial Planning & Wealth Management, Inc. 22.42% Add +0.4% 504,886 $49.4M
Convergence Financial, LLC 5.23% Reduce -8.0% 499,430 $49.4M
Perennial Investment Advisors, LLC 3.91% Add +0.1% 500,556 $49.0M
CGN Advisors LLC 3.77% Reduce -0.4% 487,125 $47.7M
Thrivent Financial for Lutherans 0.09% Reduce -0.4% 480,187 $47.0M
Navigation Group, LLC 10.99% — 479,805 $47.0M
Rodgers & Associates, LTD 4.69% Add +0.6% 470,788 $46.1M
Truefg, LLC 11.80% Add +2.6% 454,660 $44.5M
Citizens Financial Group Inc. 0.61% Add +6.5% 450,661 $44.1M
71 West Capital Partners 1.94% Add +5.1% 450,201 $44.1M

"% 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.

Show all 1,328 holders