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

SPDR Portfolio S&P 500 Growth ETF logo
$114.96 -0.69 (-0.60%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
938
Total
Institutional Inflows
(last 12 months)
$6.62B
Number of
Institutional Sellers
(last 12 months)
668
Total
Institutional Outflows
(last 12 months)
$3.52B
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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
7/12/2026 Ballast Inc.3,086$367K0.1%-7.3%0.001%
7/10/2026 Buska Wealth Management LLC231,088$27.50M9.9%-12.8%0.052%
7/10/2026 Investors Research Corp205,613$24.47M4.4%-1.0%0.046%
7/10/2026 Annex Advisory Services LLC206,823$24.61M0.4%-2.2%0.047%
7/10/2026 JFS Wealth Advisors LLC4,140$493K0.0%+41.2%0.001%
7/10/2026 GenWealth Group Inc.118,355$14.08M2.2%-0.4%0.027%
7/10/2026 Dagco Inc.84,081$10.01M1.8%+6.1%0.019%
7/10/2026 Arkfeld Wealth Strategies L.L.C.16,412$1.95M0.6%+0.7%0.004%
7/10/2026 Diversified Management Inc.5,230$622K0.1%-62.1%0.001%
7/10/2026 KWB Wealth798,372$95.00M8.1%-12.0%0.181%
7/10/2026 Prosperity Planning Inc.9,598$1.14M0.3%-1.0%0.002%
7/10/2026 Alliance Private Wealth LLC21,022$2.50M0.9%-1.2%0.005%
7/10/2026 AdviceOne Advisory Services LLC1,872$223K0.1%N/A0.000%
7/10/2026 Choice Wealth Advisors LLC230,868$27.47M9.6%-2.0%0.052%
7/10/2026 Wealthcare Advisory Partners LLC120,854$14.38M0.3%-1.3%0.027%
7/9/2026 Centurion Wealth Management LLC7,990$951K0.2%+113.2%0.002%
7/9/2026 Fortitude Financial LLC212,893$25.33M22.8%-4.2%0.048%
7/9/2026 Sapient Capital LLC1,943$231K0.0%N/A0.000%
7/9/2026 Focus Financial Network Inc.6,507$774K0.0%-11.3%0.001%
7/9/2026 Vertrix Wealth Management LLC74,107$8.82M3.0%-7.2%0.017%
7/9/2026 Melone Private Wealth LLC100,267$11.93M4.5%-2.1%0.023%
7/9/2026 StoneCrest Wealth Management Inc.29,727$3.54M1.1%N/A0.007%
7/9/2026 GoalVest Advisory LLC43,722$5.20M1.0%-8.1%0.010%
7/9/2026 Roan Capital Partners42,816$5.10M4.2%+3.3%0.010%
7/9/2026 Sax Wealth Advisors LLC15,920$1.89M0.1%+620.7%0.004%
7/9/2026 Everpar Advisors LLC64,889$7.72M2.2%+41.8%0.015%
7/9/2026 Breakwater Capital Group89,548$10.66M1.3%+0.5%0.020%
7/9/2026 Sunburst Financial Group LLC370,318$44.06M7.1%+4.2%0.084%
7/9/2026 Affinity Capital Advisors LLC142,897$16.96M2.1%+0.3%0.032%
7/9/2026 Private Wealth Group LLC44,546$5.30M2.0%-2.2%0.010%
7/9/2026 Worth Asset Management LLC1,930$230K0.1%N/A0.000%
7/8/2026 Rockland Trust Co.2,100$250K0.0%N/A0.000%
7/8/2026 Beacon Bank & Trust5,694$678K0.1%-6.7%0.001%
7/8/2026 Foresight Capital Management Advisors Inc.42,612$5.07M2.5%N/A0.010%
7/8/2026 Shulman DeMeo Asset Management LLC7,530$896K0.2%-3.8%0.002%
7/8/2026 First Heartland Consultants Inc.257,653$30.66M2.0%+8.2%0.058%
7/8/2026 Whitcomb & Hess Inc.360,528$42.90M9.3%+2.3%0.082%
7/8/2026 LifeGoal Investments LLC3,954$470K0.2%+4.7%0.001%
7/8/2026 Cooper Financial Group25,016$2.98M0.2%-34.7%0.006%
7/8/2026 Clark Asset Management LLC5,524$657K0.1%+6.9%0.001%
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7/8/2026 Evanson Financial LLC3,346$398K0.0%N/A0.001%
7/7/2026 Bill Few Associates Inc.15,808$1.88M0.4%+19.2%0.004%
7/7/2026 Balefire LLC28,228$3.36M0.5%-13.6%0.006%
7/7/2026 Dynamic Advisor Solutions LLC4,810$572K0.0%+37.6%0.001%
7/7/2026 Willner & Heller LLC8,084$962K0.6%-1.1%0.002%
7/7/2026 McNaughton Wealth Management LLC49,204$5.86M2.1%+2.5%0.011%
7/7/2026 Tlwm389,066$46.30M7.5%+0.1%0.088%
7/7/2026 Inspirion Wealth Advisors LLC124,153$14.71M1.7%-25.8%0.028%
7/7/2026 GK Wealth Management LLC1,953$232K0.1%N/A0.000%
7/7/2026 Grant Private Wealth Management Inc14,206$1.69M0.7%-8.5%0.003%
7/7/2026 Avior Wealth Management LLC73,278$8.72M0.2%-3.4%0.017%
7/7/2026 Canandaigua National Bank & Trust Co.598,201$71.18M6.0%N/A0.135%
7/7/2026 Waller Financial Planning Group Inc.352,803$41.98M8.6%-8.3%0.080%
7/7/2026 CGN Advisors LLC459,393$54.66M4.0%-5.7%0.104%
7/7/2026 CoreCap Advisors LLC1,489,560$177.24M5.2%+3.5%0.337%
7/7/2026 City Center Advisors LLC73,681$8.77M7.1%-1.1%0.017%
7/6/2026 Hobart Private Capital LLC154,249$18.35M3.1%+2.1%0.035%
7/6/2026 Stonebridge Financial Group LLC238,456$28.37M2.2%+9.2%0.054%
7/6/2026 Private Client Services LLC15,370$1.83M0.5%+10.0%0.003%
7/6/2026 Somerset Trust Co5,107$608K0.2%-5.3%0.001%
7/6/2026 RDA Financial Network44,233$5.26M1.1%+2.4%0.010%
7/6/2026 Dogwood Wealth Management LLC74,843$8.91M3.5%+5.9%0.017%
7/6/2026 Trilogy Capital Inc.158,417$18.85M0.7%+3.7%0.036%
7/2/2026 Kozak & Associates Inc.409,311$48.48M8.4%+33.8%0.092%
7/1/2026 Confluence Investment Management LLC573,709$68.27M1.1%+8.6%0.130%
7/1/2026 Marathon Mission Inc.244,049$29.04M14.5%+4.5%0.055%
6/24/2026Redwood Investment Management LLC393,761$38.55M4.8%+17.3%0.089%
6/18/2026Western Wealth Management LLC392,110$38.39M1.4%+3.9%0.089%
6/10/2026FAS Wealth Partners Inc.1,711$168K0.0%+7.4%0.000%
6/9/2026 Robinswood Financial LLC46,916$4.59M5.8%N/A0.011%
6/4/2026Town Capital LLC83,104$8.14M6.6%+75.1%0.019%
6/3/2026DV Trading LLC3,500$343K0.0%+12.9%0.001%
6/3/2026Parallel Advisors LLC3,033$297K0.0%-23.1%0.001%
6/3/2026NewEdge Advisors LLC419,957$41.12M0.1%+28.7%0.095%
6/1/2026 Foguth Wealth Management LLC.193,505$18.95M2.3%+26.9%0.044%
6/1/2026Concorde Asset Management LLC5,634$552K0.3%-8.2%0.001%
5/28/2026Cozad Asset Management Inc.17,949$1.76M0.1%+38.3%0.004%
5/27/2026Alpha Capital Advisors Inc. ADV168,173$16.47M15.7%+3.3%0.038%
5/26/2026Serenity Investment Advisors2,501$245K0.1%N/A0.001%
5/22/2026WNY Asset Management LLC2,285$224K0.0%N/A0.001%
5/22/2026Wellington Grp LLC475$47K0.0%-45.8%0.000%
5/22/2026Verus Capital Partners LLC328,956$32.21M2.2%+4.2%0.075%
5/21/2026Raab & Moskowitz Asset Management LLC20,296$1.99M0.4%-1.7%0.005%
5/21/2026JDM Financial Group LLC46,192$4.52M0.9%+2.1%0.010%
5/20/2026Cadia Private Client LLC6,100$597K0.5%+72.6%0.001%
5/20/2026Arete Wealth Advisors LLC71,471$6.99M0.4%-14.0%0.016%
5/20/2026Leigh Baldwin & CO. LLC6,012$589K0.4%-1.7%0.001%
5/19/2026Western Wealth Management LLC392,110$38.39M1.4%+3.9%0.089%
5/19/2026Mascagni Wealth Management Inc.19,305$1.89M1.3%-0.6%0.004%
5/19/2026NewEdge Advisors LLC220,215$19.78M0.4%-32.5%0.050%
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5/19/2026Bank of America Corp DE3,130,556$306.51M0.0%-22.1%0.710%
5/19/2026Edgestream Partners L.P.3,150$308K0.0%-45.6%0.001%
5/19/2026Centaurus Financial Inc.193,883$18.98M0.9%+11.1%0.044%
5/19/2026Ashton Thomas Securities LLC4,192$410K0.1%N/A0.001%
5/19/2026Arkadios Wealth Advisors60,056$5.88M0.1%+489.2%0.014%
5/19/2026 IFS Group LLC4,032$395K0.4%N/A0.001%
5/19/2026Claris Financial LLC11,491$1.13M0.6%-4.4%0.003%
5/19/2026Arete Wealth Advisors LLC71,471$6.99M0.5%-14.0%0.016%
5/18/2026EverSource Wealth Advisors LLC11,343$1.11M0.0%-91.1%0.003%
5/18/2026Royal Bank of Canada2,786,235$272.80M0.0%+11.9%0.632%


SPYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,427 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.

Of the 1,259 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), Morgan Stanley ($7.94M), LPL Financial LLC ($5.99M), Dynasty Wealth Management LLC ($4.50M), Vantagepoint Investment Advisers LLC ($4.49M), Raymond James Financial Inc. ($4.03M), and Clark Capital Management Group Inc. ($3.61M).

Institutional investors have bought a total of 64,781,934 shares in the last 24 months. This purchase volume represents approximately $6.62B in transactions.

Of the 665 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: Money Design Co. Ltd. ($3.22M), Goldman Sachs Group Inc. ($2.47M), RFG Advisory LLC ($2.42M), HB Wealth Management LLC ($2.01M), Financial Engines Advisors L.L.C. ($1.95M), Gerber Kawasaki Wealth & Investment Management ($1.44M), and Equitable Holdings Inc. ($1.01M).

Institutional investors have sold a total of 34,573,066 shares in the last 24 months. This volume of shares sold represents approximately $3.52B in transactions.


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This page (NYSEARCA:SPYG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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