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SPDR Portfolio S&P 500 Growth ETF (SPYG) Institutional Ownership

SPDR Portfolio S&P 500 Growth ETF logo
$104.23 +0.50 (+0.48%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Number of
Institutional Buyers
(last 12 months)
873
Total
Institutional Inflows
(last 12 months)
$8.35B
Number of
Institutional Sellers
(last 12 months)
643
Total
Institutional Outflows
(last 12 months)
$4.85B
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SPYG Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 500 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025Financial Management Professionals Inc.102,925$10.76M1.1%+1.5%0.025%
10/15/2025CWM LLC2,774,152$289.93M0.9%+4.3%0.666%
10/15/2025Clayton Financial Group LLC250$26K0.0%N/A0.000%
10/15/2025Marathon Mission Inc.219,521$22.94M13.7%-1.1%0.053%
10/15/2025Secured Retirement Advisors LLC10,127$1.06M0.6%N/A0.002%
10/15/2025Financial Council LLC82,444$8.62M3.8%+1.5%0.020%
10/15/2025Independent Wealth Network Inc.121,430$12.69M4.1%+1.2%0.029%
10/15/2025Gemmer Asset Management LLC2,178$228K0.0%-4.3%0.001%
10/15/2025Higgins & Schmidt Wealth Strategies LLC321,485$33.60M17.0%-2.2%0.077%
10/15/2025Norden Group LLC44,031$4.60M0.5%-1.9%0.011%
10/15/2025Mascagni Wealth Management Inc.20,015$2.09M1.6%-6.5%0.005%
10/15/2025World Investment Advisors52,166$5.45M0.1%-0.6%0.013%
10/15/2025Tritonpoint Wealth LLC73,082$7.64M0.7%-6.2%0.018%
10/15/2025Brookstone Capital Management255,612$26.71M0.3%-6.4%0.061%
10/15/2025Private Trust Co. NA86,085$9.00M0.8%-4.7%0.021%
10/15/2025Founders Financial Securities LLC871,941$91.13M6.2%+20.5%0.209%
10/15/2025Optas LLC189,168$19.77M3.4%-4.3%0.045%
10/15/2025McClarren Financial Advisors Inc.5,149$538K0.3%-24.0%0.001%
10/15/2025Davies Financial Advisors Inc.5,003$523K0.4%-4.6%0.001%
10/15/2025Kelly Financial Services LLC9,420$984K0.3%-1.4%0.002%
10/14/2025 Apeiron RIA LLC4,069$425K0.1%+4.8%0.001%
10/14/2025 Able Wealth Management LLC78,051$8.16M3.1%+41.8%0.019%
10/14/2025 OLD National Bancorp IN1,223,743$127.89M2.2%+3.0%0.294%
10/14/2025 Trust Co. of Vermont804$84K0.0%+274.0%0.000%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC987,850$103.24M1.6%-0.2%0.237%
10/14/2025 Intergy Private Wealth LLC90,197$9.43M2.9%-1.9%0.022%
10/14/2025 Farther Finance Advisors LLC71,965$7.52M0.1%-0.6%0.017%
10/14/2025 Juncture Wealth Strategies LLC7,729$808K0.3%-22.5%0.002%
10/14/2025 AIFG Consultants Ltd.3,687$385K0.7%-9.1%0.001%
10/14/2025 Confluence Investment Management LLC293,303$30.65M0.4%+7.6%0.070%
10/14/2025 HBK Sorce Advisory LLC11,514$1.22M0.0%N/A0.003%
10/14/2025 Exchange Traded Concepts LLC903,546$94.43M0.8%-13.9%0.217%
10/14/2025 Private Client Services LLC14,514$1.52M0.5%-12.0%0.003%
10/14/2025 Retirement Income Solutions Inc.34,835$3.64M0.6%-5.4%0.008%
10/14/2025 Somerset Trust Co5,596$585K0.2%-3.1%0.001%
10/14/2025 Hutchinson Financial Advisors INC14,112$1.48M1.4%-1.4%0.003%
10/14/2025 Brighton Jones LLC2,435$254K0.0%-21.3%0.001%
10/14/2025 Harbor Group Inc.192,279$20.10M3.2%-1.0%0.046%
10/10/2025 ABLE Financial Group LLC12,536$1.31M0.3%+2.0%0.003%
10/10/2025 Marion Wealth Management80,395$8.40M2.0%-0.4%0.019%
10/10/2025 Fifth Third Securities Inc.122,088$12.76M0.9%+4.6%0.029%
10/10/2025 Red Door Wealth Management LLC1,949$204K0.0%N/A0.000%
10/10/2025 Flputnam Investment Management Co.4,673$488K0.0%+2.1%0.001%
10/10/2025 Lionshead Wealth Management LLC45,055$4.71M3.7%-0.7%0.011%
10/10/2025 Sharkey Howes & Javer10,787$1.13M0.1%-70.4%0.003%
10/10/2025 Focused Wealth Management Inc1,438,342$150.32M16.0%-2.3%0.345%
10/10/2025 Matauro LLC9,759$1.02M0.2%-4.0%0.002%
10/10/2025 Quotient Wealth Partners LLC3,528,500$368.76M10.1%-2.7%0.847%
10/10/2025 Focus Financial Network Inc.8,742$914K0.0%+17.7%0.002%
10/10/2025 Signal Advisors Wealth LLC8,522$891K0.1%-93.1%0.002%
10/9/2025 CGN Advisors LLC494,929$51.73M4.3%+0.1%0.119%
10/9/2025 Independence Bank of Kentucky1,475$154K0.0%-18.7%0.000%
10/9/2025 Baker Tilly Wealth Management LLC22,250$2.33M0.5%-6.7%0.005%
10/9/2025 AdvisorNet Financial Inc10,246$1.07M0.1%-10.1%0.002%
10/9/2025 Whitcomb & Hess Inc.369,186$38.58M9.9%-0.6%0.089%
10/9/2025 Breakthru Advisory Services LLC5,641$590K0.4%N/A0.001%
10/9/2025 U.S. Capital Wealth Advisors LLC90,221$9.43M0.3%-3.0%0.022%
10/9/2025 Waller Financial Planning Group Inc.102,017$10.66M2.4%+2.3%0.024%
10/9/2025 Voya Financial Advisors Inc.18,359$1.91M0.2%+0.6%0.004%
10/9/2025 Affinity Capital Advisors LLC108,551$11.41M1.8%-0.9%0.026%
10/9/2025 Dynamic Advisor Solutions LLC3,836$401K0.0%+11.6%0.001%
10/9/2025 Prosperity Planning Inc.9,793$1.02M0.3%-7.0%0.002%
10/9/2025 Central Valley Advisors LLC2,006$210K0.1%N/A0.000%
10/9/2025 Riversedge Advisors LLC346,517$36.22M6.1%-1.5%0.083%
10/9/2025 Wealth Advisors Northwest LLC21,993$2.30M1.1%-10.0%0.005%
10/8/2025 Sterling Manor Financial LLC106,713$11.15M7.0%-17.3%0.026%
10/8/2025 FCG Investment Co42,626$4.46M2.1%+6.2%0.010%
10/8/2025 Patriot Financial Group Insurance Agency LLC68,915$7.20M0.9%+13.3%0.017%
10/8/2025 Teamwork Financial Advisors LLC4,109$430K0.0%-15.0%0.001%
10/8/2025 Asset Allocation Strategies LLC118,449$12.38M2.5%-6.1%0.028%
10/8/2025 Fiduciary Alliance LLC18,614$1.95M0.1%+18.8%0.004%
10/8/2025 RDA Financial Network42,496$4.44M1.1%-3.3%0.010%
10/8/2025 OLD Point Trust & Financial Services N A11,631$1.22M0.4%+448.6%0.003%
10/8/2025 Wedmont Private Capital5,285$554K0.0%-9.8%0.001%
10/8/2025 KWB Wealth1,031,908$98.36M10.8%-6.5%0.248%
10/8/2025 Balefire LLC27,837$2.91M0.6%+33.1%0.007%
10/8/2025 Towerpoint Wealth LLC37,164$3.88M1.6%-4.1%0.009%
10/8/2025 McNaughton Wealth Management LLC45,835$4.79M2.0%+2.3%0.011%
10/7/2025 TCP Asset Management LLC4,468$467K0.1%-2.3%0.001%
10/7/2025 Cooper Financial Group50,443$5.27M0.6%-6.4%0.012%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.491$51K0.1%-91.2%0.000%
10/7/2025 EWG Elevate Inc.44,969$4.70M1.5%+1,259.4%0.011%
10/7/2025 Canandaigua National Trust Co of Florida63,136$6.60M5.2%+4.8%0.015%
10/7/2025 Grant Private Wealth Management Inc15,631$1.63M1.0%N/A0.004%
10/7/2025 Canandaigua National Bank & Trust Co.576,979$60.30M5.3%+0.9%0.139%
10/7/2025 Salem Investment Counselors Inc.1,504$157K0.0%+74.1%0.000%
10/7/2025 Infinity Wealth Counsel LLC2,750$287K0.3%-8.3%0.001%
10/7/2025 Nova Wealth Management Inc.951$99K0.1%-20.8%0.000%
10/6/2025 Orgel Wealth Management LLC3,828,393$400.11M9.1%-1.7%0.920%
10/6/2025 Fragasso Financial Advisors Inc16,014$1.68M0.1%+2.9%0.004%
10/6/2025 Gradient Investments LLC2,307$241K0.0%N/A0.001%
10/6/2025 City Center Advisors LLC70,664$7.39M7.2%-4.4%0.017%
10/6/2025 Inspirion Wealth Advisors LLC286,257$29.92M4.4%+5.1%0.069%
10/6/2025 Venture Visionary Partners LLC76,908$8.04M0.3%-9.1%0.018%
10/2/2025 Investors Research Corp200,719$20.98M3.9%+3.9%0.050%
10/2/2025 Hiley Hunt Wealth Management5,623$588K0.3%-18.0%0.001%
10/1/2025 Rowlandmiller & PARTNERS.ADV1,043$109K0.0%N/A0.000%
10/1/2025 Hobart Private Capital LLC154,201$16.12M3.4%-6.7%0.039%
9/30/2025Gilbert Capital Group Inc.53,360$5.09M4.2%N/A0.013%
9/26/2025Corient Private Wealth LLC755,193$71.99M0.1%-17.9%0.189%
(Data available from 1/1/2016 forward)

SPYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYG shares?

During the previous two years, 1,237 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($2.99B), Financial Engines Advisors L.L.C. ($1.58B), Allworth Financial LP ($1.08B), Envestnet Asset Management Inc. ($974.93M), Ameriprise Financial Inc. ($938.99M), JPMorgan Chase & Co. ($537.86M), and Equitable Holdings Inc. ($510.23M).Learn more on SPDR Portfolio S&P 500 Growth ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 500 Growth ETF's stock?

Of the 1,097 institutional investors that purchased SPDR Portfolio S&P 500 Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($27.85M), Dynasty Wealth Management LLC ($7.35M), LPL Financial LLC ($7.31M), Raymond James Financial Inc. ($3.83M), Clark Capital Management Group Inc. ($3.61M), Bank of New York Mellon Corp ($3.45M), and Ameriprise Financial Inc. ($3.22M).

How much institutional buying is happening at SPDR Portfolio S&P 500 Growth ETF?

Institutional investors have bought a total of 93,904,509 shares in the last 24 months. This purchase volume represents approximately $8.35B in transactions.

Which of SPDR Portfolio S&P 500 Growth ETF's major shareholders have been selling company stock?

Of the 642 institutional investors that sold SPDR Portfolio S&P 500 Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($11.07M), Clark Capital Management Group Inc. ($3.60M), Money Design Co. Ltd. ($3.22M), Connecticut Wealth Management LLC ($2.64M), RFG Advisory LLC ($2.12M), Allworth Financial LP ($1.96M), and Horizon Investments LLC ($1.87M).

How much institutional selling is happening at SPDR Portfolio S&P 500 Growth ETF?

Institutional investors have sold a total of 56,908,670 shares in the last 24 months. This volume of shares sold represents approximately $4.85B in transactions.


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This page (NYSEARCA:SPYG) was last updated on 10/15/2025 by MarketBeat.com Staff
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