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

SPDR Portfolio S&P 500 Growth ETF logo
$113.75 +0.87 (+0.77%)
As of 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)
979
Total
Institutional Inflows
(last 12 months)
$7.34B
Number of
Institutional Sellers
(last 12 months)
712
Total
Institutional Outflows
(last 12 months)
$4.64B
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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
5/5/2026Compass Financial Group Inc.92,247$9.03M4.1%+1.8%0.021%
5/5/2026Bank of New York Mellon Corp507,584$49.70M0.0%+101.9%0.115%
5/5/2026Sherman Asset Management Inc.4,973$487K0.4%+47.4%0.001%
5/5/2026Gentry Private Wealth LLC14,728$1.44M0.9%-13.0%0.003%
5/5/2026Collaborative Wealth Managment Inc.63,796$6.25M2.9%-42.7%0.014%
5/5/2026Geneos Wealth Management Inc.302,619$29.63M0.7%-7.4%0.069%
5/5/2026Signet Financial Management LLC329,513$32.26M3.6%-1.3%0.075%
5/5/2026Sanctuary Advisors LLC138,919$13.60M0.1%+0.7%0.032%
5/5/2026 Sigma Planning Corp11,885$1.16M0.0%+5.8%0.003%
5/5/2026 Camden National Bank26,688$2.61M0.4%+16.1%0.006%
5/5/2026 1ST Source Bank87,653$8.58M0.4%+0.5%0.020%
5/5/2026 Nwam LLC5,021$492K0.0%+18.0%0.001%
5/5/2026 Flynn Zito Capital Management LLC66,412$6.50M2.1%-2.5%0.015%
5/5/2026 Fell Capital Management ADV16,699$1.64M1.6%+31.3%0.004%
5/4/2026 Milestones Private Investment Advisors LLC25,381$2.49M2.2%+7.8%0.006%
5/4/2026 Integrity Wealth Solutions LLC27,021$2.65M1.0%+3.4%0.006%
5/4/2026 Archer Investment Corp383$38K0.0%+527.9%0.000%
5/4/2026 HBW Advisory Services LLC18,407$1.80M0.2%-1.5%0.004%
5/4/2026 NWF Advisory Services Inc.3,647$357K0.0%N/A0.001%
5/4/2026 TFR Capital LLC.6,170$604K0.2%-15.8%0.001%
5/4/2026 Sfam LLC86,549$8.47M7.9%-0.5%0.020%
5/4/2026 Chicago Partners Investment Group LLC36,650$3.59M0.1%+14.3%0.008%
5/4/2026 Vantage Point Financial LLC13,963$1.37M0.5%+2.1%0.003%
5/4/2026 Uptick Partners LLC11,764$1.15M0.2%+67.6%0.003%
5/4/2026 Tevis Investment Management4,150$406K0.2%+27.2%0.001%
5/4/2026 Hibernia Wealth Partners LLC6,414$628K0.2%N/A0.001%
5/4/2026 Lifeworks Advisors LLC16,008$1.57M0.2%-9.9%0.004%
5/4/2026 Procyon Advisors LLC6,547$641K0.0%-7.3%0.001%
5/2/2026 Avion Wealth1,466$143K0.0%-10.2%0.000%
5/2/2026 Navigate Wealth Management LLC20,687$2.27M1.6%N/A0.005%
5/2/2026 Global Assets Advisory LLC5,865$574K0.1%N/A0.001%
5/2/2026 International Assets Investment Management LLC1,568$156K0.0%-11.0%0.000%
5/2/2026 Diversify Wealth Management LLC1,666,662$163.18M3.0%+40.4%0.378%
5/2/2026 Valmark Advisers Inc.4,884,338$478.23M5.7%+4.8%1.108%
5/2/2026 Carnegie Investment Counsel133,082$13.03M0.3%+10.1%0.030%
5/2/2026 UNIVEST FINANCIAL Corp159,312$15.60M0.9%+40.5%0.036%
5/1/2026 Citizens Financial Group Inc. RI450,661$44.12M0.6%+6.5%0.102%
5/1/2026 Fifth Third Bancorp326,185$31.94M0.1%+32.2%0.074%
5/1/2026 Sovran Advisors LLC4,041$396K0.0%-9.0%0.001%
5/1/2026 American Trust45,202$4.43M0.4%+5.8%0.010%
5/1/2026 WealthShield Partners LLC37,541$3.68M0.4%-1.1%0.009%
5/1/2026 Darwin Wealth Management LLC39,710$3.89M1.2%-23.2%0.009%
5/1/2026 Simplicity Wealth LLC25,852$2.53M0.1%+1.7%0.006%
5/1/2026 Petix & Botte Co134,560$13.17M2.9%+17.0%0.031%
5/1/2026 Sequoia Financial Advisors LLC35,472$3.47M0.0%-13.6%0.008%
5/1/2026 Independence Bank of Kentucky2,075$203K0.0%+40.7%0.000%
5/1/2026 Relyea Zuckerberg Hanson LLC84,816$8.30M0.8%-3.4%0.019%
5/1/2026 KLCM Advisors Inc.2,073$203K0.0%+8.8%0.000%
5/1/2026 Paladin Advisory Group LLC4,373$428K0.3%-5.8%0.001%
4/30/2026 Costello Asset Management INC1,595$156K0.1%+87.6%0.000%
4/30/2026 Stiles Financial Services Inc4,571$448K0.1%+12.0%0.001%
4/30/2026 Hsbc Holdings PLC448,042$43.87M0.0%+18.3%0.102%
4/30/2026 Accredited Investors Inc.8,680$850K0.0%N/A0.002%
4/30/2026 Roman Butler Fullerton & Co.2,169$224K0.1%-8.9%0.000%
4/30/2026 Yukon Wealth Management Inc.27,925$2.73M1.6%+4.1%0.006%
4/30/2026 SkyOak Wealth LLC32,578$3.19M0.6%+4.8%0.007%
4/30/2026 First Horizon Corp6,233$610K0.0%-6.0%0.001%
4/30/2026 ATX Financial Planning LLC3,050$299K0.2%-65.4%0.001%
4/30/2026 Mosaic Family Wealth Partners LLC12,406$1.22M0.1%+1.2%0.003%
4/30/2026 Kestra Advisory Services LLC861,028$84.30M0.3%+15.6%0.196%
4/30/2026 Money Concepts Capital Corp44,239$4.33M0.2%+12.1%0.010%
4/30/2026 ES4 LLC13,929$1.36M0.9%-6.8%0.003%
4/30/2026 Cahaba Wealth Management Inc.3,365$329K0.0%-7.0%0.001%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA51,717$5.06M1.4%+1.5%0.012%
4/29/2026 Richmond Investment Services LLC6,455$632K0.1%-9.0%0.001%
4/29/2026 SilverOak Wealth Management LLC637,452$62.41M9.9%+2.8%0.145%
4/29/2026 Axxcess Wealth Management LLC91,206$8.93M0.3%-13.0%0.021%
4/29/2026 Cvfg LLC269,679$26.40M3.3%N/A0.061%
4/29/2026 Jericho Financial LLP15,675$1.54M1.0%+2.0%0.004%
4/29/2026 Navalign LLC185,699$18.18M4.6%+3.5%0.042%
4/29/2026 WealthPLAN Partners LLC39,018$3.82M0.7%-31.7%0.009%
4/29/2026 ArborFi Advisors LLC91,942$9.00M7.3%-11.1%0.021%
4/29/2026 Red Crane Wealth Management LLC49,796$4.88M4.0%-2.4%0.011%
4/29/2026 Northwest Wealth Advisors LLC150,827$14.77M10.5%+17.3%0.034%
4/29/2026 Montz Harcus Wealth Management LLC6,046$592K0.2%+56.7%0.001%
4/29/2026 Advance Capital Management Inc.21,994$2.15M0.1%-7.5%0.005%
4/29/2026 Burney Co.47,827$4.68M0.1%-20.0%0.011%
4/29/2026 Integrated Advisors Network LLC6,981$683K0.0%-16.4%0.002%
4/29/2026 Beacon Bank & Trust6,106$598K0.1%-13.8%0.001%
4/28/2026 PUREfi Wealth LLC2,058$201K0.1%-12.3%0.000%
4/28/2026 Compton Financial Group LLC654,320$64.06M14.2%-23.3%0.149%
4/28/2026 Nvest Financial LLC52,032$5.09M1.9%+18.0%0.012%
4/28/2026 Bogart Wealth LLC3,447$337K0.0%+14.9%0.001%
4/28/2026 Indiana Trust & Investment Management Co275$27K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors598$59K0.0%-78.9%0.000%
4/28/2026 Stephens Inc. AR7,846$768K0.0%+3.7%0.002%
4/28/2026 B.O.S.S. Retirement Advisors LLC2,446$239K0.1%-35.0%0.001%
4/28/2026 GM Advisory Group LLC245,089$24.00M0.9%+6.6%0.056%
4/28/2026 Core Wealth Advisors LLC8,590$841K0.6%-2.4%0.002%
4/28/2026 Wealth Management Resources Inc.214,012$20.95M7.3%-0.2%0.049%
4/28/2026 Retirement Financial Solutions LLC57,396$5.62M1.6%+4.8%0.013%
4/28/2026 Cobblestone Asset Management LLC107,688$10.54M4.7%+5.9%0.025%
4/28/2026 Howe & Rusling Inc.750$73K0.0%-38.0%0.000%
4/28/2026 Clear Retirement Advice LLC37,625$3.68M2.9%+3.6%0.009%
4/28/2026 Koshinski Asset Management Inc.43,394$4.25M0.3%-5.2%0.010%
4/28/2026 Latitude Advisors LLC17,012$1.67M0.8%+1.3%0.004%
4/28/2026 New England Capital Financial Advisors LLC105,439$10.32M2.8%-7.2%0.024%
4/28/2026 QRG Capital Management Inc.3,146$308K0.0%-20.1%0.001%
4/27/2026 Arcadia Wealth Management LLC12,324$1.21M0.4%-1.2%0.003%
4/27/2026 Integrity Wealth Partners LLC14,105$1.38M1.2%N/A0.003%


SPYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYG shares?

During the previous two years, 1,425 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. ($1.84B), Morgan Stanley ($1.73B), Allworth Financial LP ($1.32B), Goldman Sachs Group Inc. ($1.26B), Envestnet Asset Management Inc. ($1.15B), and Ameriprise Financial Inc. ($1.04B).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 1,254 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. ($22.68M), Dynasty Wealth Management LLC ($8.09M), Morgan Stanley ($7.94M), LPL Financial LLC ($5.99M), Vantagepoint Investment Advisers LLC ($4.49M), Raymond James Financial Inc. ($4.03M), and Clark Capital Management Group Inc. ($3.61M).

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

Institutional investors have bought a total of 73,488,852 shares in the last 24 months. This purchase volume represents approximately $7.34B in transactions.

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

Of the 708 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: Clark Capital Management Group Inc. ($3.69M), Money Design Co. Ltd. ($3.22M), Connecticut Wealth Management LLC ($2.64M), Goldman Sachs Group Inc. ($2.47M), HB Wealth Management LLC ($2.44M), RFG Advisory LLC ($2.42M), and Financial Engines Advisors L.L.C. ($2.38M).

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

Institutional investors have sold a total of 48,452,870 shares in the last 24 months. This volume of shares sold represents approximately $4.64B in transactions.


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This page (NYSEARCA:SPYG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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