Free Trial

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

SPDR Portfolio S&P 500 Growth ETF logo
$96.05 +1.00 (+1.06%)
As of 11:16 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Number of
Institutional Buyers
(last 12 months)
791
Total
Institutional Inflows
(last 12 months)
$7.43B
Number of
Institutional Sellers
(last 12 months)
583
Total
Institutional Outflows
(last 12 months)
$3.93B
Get SPYG Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio S&P 500 Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPYG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025City Center Advisors LLC73,943$7.05M7.6%-0.7%0.019%
7/2/2025Michael S. Ryan Inc.221,879$21.15M13.4%+82.0%0.056%
7/2/2025HBW Advisory Services LLC18,815$1.79M0.2%-0.9%0.005%
7/2/2025Waller Financial Planning Group Inc.99,762$9.51M2.3%+21.9%0.025%
7/1/2025 Confluence Investment Management LLC272,594$25.98M0.4%-18.9%0.069%
7/1/2025 Private Client Services LLC16,496$1.57M0.6%-1.2%0.004%
6/17/2025Howe & Rusling Inc.735$59K0.0%-73.8%0.000%
6/16/2025Maple Capital Management Inc.3,384$272K0.0%N/A0.001%
6/11/2025Fortitude Financial LLC82,544$6.63M6.3%+0.5%0.021%
6/10/2025Compass Financial Services Inc30,578$2.46M1.3%+12.7%0.008%
6/3/2025CBIZ Investment Advisory Services LLC25,747$2.07M0.1%N/A0.007%
6/2/2025Modern Wealth Management LLC276,954$22.26M0.7%+12.4%0.072%
5/29/2025Nova Wealth Management Inc.1,070$86K0.1%-43.1%0.000%
5/28/2025Vista Cima Wealth Management LLC50,000$4.02M2.9%N/A0.013%
5/28/2025Intrua Financial LLC36,186$2.91M0.4%+93.9%0.009%
5/27/2025Jacobi Capital Management LLC5,720$460K0.0%-2.2%0.001%
5/27/2025Advisors Capital Management LLC76,910$6.18M0.1%+67.6%0.020%
5/22/2025Rollins Financial Advisors LLC52,049$4.18M0.7%-3.4%0.014%
5/21/2025McAdam LLC18,027$1.45M0.1%-17.4%0.005%
5/21/2025Geneos Wealth Management Inc.277,995$22.34M0.7%-12.5%0.072%
5/21/2025CBM Financial LLC140,074$11.26M9.3%N/A0.036%
5/20/2025Belpointe Asset Management LLC20,262$1.63M0.1%-0.9%0.005%
5/20/2025Focus Partners Wealth141,683$11.39M0.0%-2.0%0.037%
5/20/2025Flaharty Asset Management LLC350$28K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.220,641$17.73M0.7%+58.1%0.057%
5/19/2025SageView Advisory Group LLC4,070$327K0.0%-5.3%0.001%
5/19/2025Advisory Alpha LLC3,263,819$261.71M8.9%+1.1%0.849%
5/19/2025SCS Capital Management LLC1,793,264$144.13M1.8%+94.1%0.467%
5/16/2025Prostatis Group LLC5,264$423K0.1%-14.0%0.001%
5/16/2025Northeast Financial Consultants Inc97,401$7.83M0.3%-5.3%0.025%
5/16/2025Faithward Advisors LLC47,169$3.79M0.7%+12.6%0.012%
5/16/2025Ascent Group LLC186,711$15.01M0.6%+2,396.1%0.049%
5/16/2025Coppell Advisory Solutions LLC28,114$2.31M0.2%-11.1%0.007%
5/16/2025Arete Wealth Advisors LLC152,317$12.24M0.9%+7.6%0.040%
5/16/2025Signature Estate & Investment Advisors LLC3,445$277K0.0%+5.6%0.001%
5/16/2025Goldman Sachs Group Inc.3,356,869$269.79M0.0%+6.0%0.850%
5/16/2025Kestra Investment Management LLC2,180,507$165.89M5.2%-8.7%0.567%
5/16/2025Cape Investment Advisory Inc.3,240$260K0.1%-12.6%0.001%
5/16/2025Jones Financial Companies Lllp117,487$9.65M0.0%+179.6%0.031%
5/16/2025Obsidian Personal Planning Solutions LLC97,323$7.98M3.6%+1.9%0.025%
Buy Alert (Ad)

Imagine knowing, ahead of time, what the best investments of the year would be… Well, investors no longer need to imagine, guess, or throw darts. See, we’ve uncovered what looks to be a list of THE 10 best opportunities for 2024.

Click here for your FREE report: 10 Great Stocks Under $10
5/16/2025Coordinated Financial Services Inc. CO3,354$270K0.2%N/A0.001%
5/16/2025Raab & Moskowitz Asset Management LLC22,024$1.77M0.4%-11.0%0.006%
5/16/2025Redwood Financial Network Corp6,991$562K0.4%-2.7%0.002%
5/16/2025Permanens Capital L.P.7,114$572K0.1%-2.1%0.002%
5/16/2025Pinnacle Family Advisors LLC22,431$1.80M1.0%-58.7%0.006%
5/16/2025NewEdge Advisors LLC328,076$26.37M0.2%+1.7%0.085%
5/16/2025Integrated Wealth Concepts LLC939,590$75.52M0.9%+7.6%0.244%
5/16/2025Clark Capital Management Group Inc.9,974$802K0.0%-99.7%0.003%
5/16/2025Concorde Asset Management LLC6,502$520K0.3%+58.5%0.002%
5/16/2025AQR Capital Management LLC60,022$4.82M0.0%+91.0%0.016%
5/16/2025Aprio Wealth Management LLC7,501$603K0.1%+2.6%0.002%
5/15/2025EP Wealth Advisors LLC27,471$2.21M0.0%-12.9%0.007%
5/15/2025Focus Partners Advisor Solutions LLC9,721$781K0.0%+5.1%0.003%
5/15/2025Royal Bank of Canada1,916,056$153.99M0.0%+2.9%0.499%
5/15/2025MAI Capital Management15,284$1.23M0.0%-5.4%0.004%
5/15/2025Calton & Associates Inc.7,398$595K0.1%+5.9%0.002%
5/15/2025Vista Cima Wealth Management LLC50,000$4.02M1.8%N/A0.013%
5/15/2025Connecticut Wealth Management LLC1,571,909$126.33M6.6%-62.7%0.409%
5/15/2025Baird Financial Group Inc.101,074$8.12M0.0%-1.5%0.026%
5/15/2025Pinnacle Wealth Planning Services Inc.170,783$13.73M2.1%-0.3%0.044%
5/15/2025JDM Financial Group LLC47,734$3.84M1.9%-1.0%0.012%
5/15/2025GKV Capital Management Co. Inc.54,164$4.35M1.4%N/A0.014%
5/15/2025Trexquant Investment LP5,653$454K0.0%+41.1%0.001%
5/15/2025Gerber Kawasaki Wealth & Investment Management1,424,985$114.53M5.1%+3.0%0.371%
5/15/2025Graney & King LLC238,491$19.17M14.3%-3.4%0.062%
5/15/2025Oarsman Capital Inc.441,487$35.48M6.4%+3.8%0.115%
5/14/2025CreativeOne Wealth LLC32,295$2.60M0.1%+5.6%0.008%
5/14/2025Quadcap Wealth Management LLC14,181$1.14M0.2%-16.4%0.004%
5/14/2025Redwood Investment Management LLC179,433$14.42M1.6%-43.7%0.047%
5/14/2025Nicolet Bankshares Inc.375,568$30.18M6.1%+0.6%0.098%
5/14/2025PKS Advisory Services LLC6,535$525K0.2%-23.7%0.002%
5/14/2025WCG Wealth Advisors LLC24,198$1.95M0.1%-3.6%0.006%
5/14/2025Corebridge Financial Inc.387,700$31.16M0.2%+136.0%0.101%
5/14/2025Comerica Bank56,634$4.55M0.0%-37.2%0.015%
5/14/2025Freedom Investment Management Inc.110,508$8.88M0.7%-2.6%0.029%
5/14/2025Synovus Financial Corp22,700$1.82M0.0%-15.6%0.006%
5/14/2025Oak Harvest Investment Services83,817$6.74M0.9%-1.9%0.022%
5/14/2025Smartleaf Asset Management LLC56,455$4.52M0.4%+23.3%0.015%
5/14/2025Northwestern Mutual Wealth Management Co.978,221$78.62M0.1%+11.2%0.255%
5/14/2025Lionshead Wealth Management LLC27,746$2.23M2.3%-22.6%0.007%
5/14/2025Leslie Global Wealth LLC402,817$32.37M15.8%+8.3%0.105%
5/14/2025Kestra Advisory Services LLC565,876$45.48M0.2%-10.8%0.147%
5/14/2025Compound Planning Inc.6,679$537K0.0%-65.2%0.002%
5/14/2025Barnes Wealth Management Group Inc14,670$1.18M0.8%-2.4%0.004%
5/14/2025Ameriprise Financial Inc.8,732,829$701.65M0.2%+7.2%2.272%
5/14/2025CW Advisors LLC14,092$1.16M0.0%N/A0.004%
5/14/2025Summit Financial LLC176,338$14.17M0.4%+14.3%0.046%
5/14/2025Flow Traders U.S. LLC13,482$1.08M0.0%N/A0.004%
5/14/2025TFB Advisors LLC11,187$899K0.3%-5.7%0.003%
5/14/2025Banco BTG Pactual S.A.25,970$2.09M0.5%-26.5%0.007%
Banks aren’t ready for this altcoin—are you? (Ad)

Want to see why we believe this could be the next evolution of financial infrastructure? The old financial system is showing cracks—and this altcoin might be ready to take its place

Click here to discover our top crypto pick for the market right now.
5/14/2025GM Advisory Group LLC154,671$12.43M0.7%+14.9%0.040%
5/14/2025Asset Management Group Inc.57,854$4.65M0.9%-1.0%0.015%
5/14/2025Capital Analysts LLC148,195$11.91M0.4%+12.4%0.039%
5/14/2025Tradition Wealth Management LLC18,787$1.51M0.1%+4.1%0.005%
5/14/2025Vertex Planning Partners LLC156,770$12.60M2.8%+2.3%0.041%
5/14/2025Venture Visionary Partners LLC73,394$5.90M0.2%+55.4%0.019%
5/14/2025Hsbc Holdings PLC50,033$4.02M0.0%-11.1%0.013%
5/14/2025Laraway Financial Advisors Inc2,897$233K0.2%+7.5%0.001%
5/14/2025Petix & Botte Co77,952$6.27M1.6%+37.0%0.020%
5/13/2025Aptus Capital Advisors LLC352,199$28.31M0.3%+4.3%0.093%
(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, 1,155 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 ($901.46M), Ameriprise Financial Inc. ($701.65M), Envestnet Asset Management Inc. ($462.76M), JPMorgan Chase & Co. ($437.56M), and Valmark Advisers Inc. ($381.30M).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 1,015 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: Bank Julius Baer & Co. Ltd Zurich ($102.17M), Envestnet Asset Management Inc. ($24.07M), LPL Financial LLC ($8.49M), Allworth Financial LP ($8.35M), Dynasty Wealth Management LLC ($7.35M), Portside Wealth Group LLC ($3.80M), and Raymond James Financial Inc. ($3.71M).

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

Institutional investors have bought a total of 87,647,994 shares in the last 24 months. This purchase volume represents approximately $7.43B in transactions.

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

Of the 583 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), Connecticut Wealth Management LLC ($2.64M), Allworth Financial LP ($1.96M), Horizon Investments LLC ($1.87M), Independent Advisor Alliance ($1.58M), and Advisory Alpha LLC ($1.33M).

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

Institutional investors have sold a total of 47,978,772 shares in the last 24 months. This volume of shares sold represents approximately $3.93B in transactions.



This page (NYSEARCA:SPYG) was last updated on 7/3/2025 by MarketBeat.com Staff
From Our Partners