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

SPDR Portfolio S&P 500 Growth ETF logo
$121.86 +1.59 (+1.32%)
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)
863
Total
Institutional Inflows
(last 12 months)
$4.86B
Number of
Institutional Sellers
(last 12 months)
611
Total
Institutional Outflows
(last 12 months)
$2.66B
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group10,180$1.21M0.1%-5.0%0.002%
9/2/2026 Second Line Capital LLC2,685$319K0.1%+7.9%0.001%
8/28/2026 Cornerstone Financial Management LLC321$38K0.0%N/A0.000%
8/27/2026 Corient Private Wealth LP739,299$87.97M0.1%-13.7%0.167%
8/27/2026 Tucker Asset Management LLC9,907$1.18M0.3%+70.4%0.002%
8/25/2026 Advus Financial Partners LLC11,277$1.34M0.3%+1.1%0.003%
8/25/2026 Tobias Financial Advisors Inc.87,770$10.44M1.3%+4.1%0.020%
8/23/2026 Ameritas Advisory Services LLC765,951$91.14M1.8%+78.8%0.173%
8/23/2026 Guardian Wealth Advisors LLC NC3,983$474K0.0%+63.5%0.001%
8/23/2026 Wedmont Private Capital5,094$611K0.0%+10.7%0.001%
8/23/2026 Kintra Wealth LLC10,913$1.35M0.1%+7.2%0.002%
8/23/2026 PCG Wealth Advisors LLC37,739$4.49M1.0%+94.8%0.009%
8/23/2026 Melone Private Wealth LLC100,267$11.93M3.7%-2.1%0.023%
8/23/2026 SFG Wealth Management LLC.12,663$1.51M0.5%+12.6%0.003%
8/23/2026 Insight Inv LLC1,715$204K0.1%N/A0.000%
8/23/2026 HB Wealth Management LLC2,445,430$290.98M1.6%-11.6%0.552%
8/23/2026 Northeast Planning Associates INC. NH5,372$599K0.4%-2.1%0.001%
8/23/2026 Nvest Financial LLC55,675$6.63M2.1%+7.0%0.013%
8/23/2026 Hutchens & Kramer Investment Management Group LLC19,889$2.37M0.6%+2.7%0.004%
8/23/2026 Asset Allocation Strategies LLC135,186$16.09M2.4%+5.7%0.031%
8/22/2026 Compass Financial Management LLC98,892$11.91M1.4%N/A0.022%
8/22/2026 MW Advisory LLC5,122$609K0.2%N/A0.001%
8/22/2026 Markowski Investments306,162$36.43M8.0%N/A0.069%
8/22/2026 Old Mission Investment Co LLC4,037$480K0.1%N/A0.001%
8/22/2026 Highland Investment Advisors LLC2,082$248K0.1%N/A0.000%
8/22/2026 Cassilly Financial Group LLC5,980$712K0.5%+8.9%0.001%
8/22/2026 MOR Wealth Management LLC7,365$876K0.4%-1.3%0.002%
8/22/2026 Aventus Investment Advisors Inc.49,759$5.92M4.3%+11.4%0.011%
8/22/2026 Aureum Wealth Management LLC122,599$14.59M9.0%+5.2%0.028%
8/22/2026 Shum Financial Group Inc.30,587$3.64M2.0%+4.2%0.007%
8/22/2026 SMART Wealth LLC3,392$404K0.1%-4.1%0.001%
8/22/2026 Investor s Fiduciary Advisor Network LLC34,067$4.05M1.4%-6.3%0.008%
8/22/2026 Copley Financial Group Inc.3,828$455K0.2%-8.5%0.001%
8/22/2026 Rik Saylor Financial Inc.18,806$2.24M1.4%+18.6%0.004%
8/22/2026 ZEGA Investments LLC3,305$393K0.0%+12.2%0.001%
8/22/2026 NWF Advisory Services Inc.5,563$662K0.1%+52.5%0.001%
8/22/2026 Sapient Capital LLC1,943$231K0.0%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.9,750$1.16M0.0%-91.7%0.002%
8/22/2026 United Community Bank3,500$416K0.1%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC332,462$39.56M0.3%+2.6%0.075%
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8/22/2026 Power Wealth Management LLC132,715$15.79M5.6%+2.7%0.030%
8/21/2026 Integrity Financial Corp WA384$46K0.0%N/A0.000%
8/21/2026 Montz Harcus Wealth Management LLC66,938$7.97M2.6%+1,007.1%0.015%
8/21/2026 Lowery Thomas LLC26,700$3.18M1.5%-4.6%0.006%
8/21/2026 Beacon Capital Management LLC16,687$1.99M0.3%+13.0%0.004%
8/21/2026 Rodgers & Associates LTD449,619$53.50M4.0%-4.5%0.102%
8/21/2026 Continuum Advisory LLC61,994$7.38M0.6%+15.0%0.014%
8/21/2026 Buttonwood Financial Group LLC71,063$8.46M4.9%+27.1%0.016%
8/21/2026 Hudson Portfolio Management LLC1,777$211K0.2%N/A0.000%
8/21/2026 Tranquilli Financial Advisor LLC114,925$13.68M7.3%+2.0%0.026%
8/21/2026 Coppell Advisory Solutions LLC32,554$3.87M0.7%N/A0.007%
8/21/2026 PFG Private Wealth Management LLC206,213$24.54M10.5%-14.7%0.047%
8/21/2026 Atticus Wealth Management LLC31,866$3.79M0.9%-1.5%0.007%
8/21/2026 Natural Investments LLC5,304$631K0.1%N/A0.001%
8/21/2026 SkyOak Wealth LLC33,488$3.99M0.7%+2.8%0.008%
8/21/2026 Symphony Financial Ltd. Co.280,638$33.02M3.8%+2.1%0.063%
8/21/2026 Secure Asset Management LLC1,741$207K0.0%N/A0.000%
8/21/2026 Retirement Income Solutions Inc.33,419$3.98M0.6%-1.1%0.008%
8/21/2026 Luken Investment Analytics LLC42,979$5.11M1.8%-0.6%0.010%
8/20/2026 Jackson Wealth Management LLC4,782$569K0.3%-93.0%0.001%
8/20/2026 Rehmann Capital Advisory Group22,090$2.63M0.1%+2.9%0.005%
8/20/2026 Orgel Wealth Management LLC3,398,409$404.38M7.7%-0.9%0.768%
8/3/2026 Beacon Bank & Trust5,694$678K0.1%-6.7%0.001%
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%
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7/9/2026 Sunburst Financial Group LLC370,318$44.06M7.3%+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%


SPYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,423 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 1,245 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. ($15.98M), Morgan Stanley ($7.94M), Dynasty Wealth Management LLC ($4.50M), Vantagepoint Investment Advisers LLC ($4.49M), Raymond James Financial Inc. ($4.03M), LPL Financial LLC ($3.97M), and Clark Capital Management Group Inc. ($3.61M).

Institutional investors have bought a total of 46,097,538 shares in the last 24 months. This purchase volume represents approximately $4.86B in transactions.

Of the 611 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: Goldman Sachs Group Inc. ($2.47M), HB Wealth Management LLC ($2.34M), Financial Engines Advisors L.L.C. ($1.95M), Gerber Kawasaki Wealth & Investment Management ($1.44M), Nicolet Advisory Services LLC ($953.38K), Bank of America Corp DE ($936.49K), and Strategic Financial Concepts LLC ($868.57K).

Institutional investors have sold a total of 25,400,620 shares in the last 24 months. This volume of shares sold represents approximately $2.66B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPYG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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