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

SPDR Portfolio S&P 500 Growth ETF logo
$117.20 0.00 (0.00%)
As of 07/2/2026 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)
973
Total
Institutional Inflows
(last 12 months)
$7.13B
Number of
Institutional Sellers
(last 12 months)
688
Total
Institutional Outflows
(last 12 months)
$3.72B
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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
7/2/2026 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%
6/9/2026Robinswood 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%
6/1/2026Foguth 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%
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%
5/19/2026IFS 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%
5/18/2026Empowered Funds LLC20,527$2.01M0.0%+113.4%0.005%
5/18/2026Evelyn Partners Asset Management Ltd361$35K0.0%N/A0.000%
5/16/2026KCM Investment Advisors LLC4,100$401K0.0%+109.5%0.001%
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5/16/2026Glen Eagle Advisors LLC73,955$7.24M1.0%-21.7%0.017%
5/16/2026Quantinno Capital Management LP94,648$9.27M0.0%+154.5%0.021%
5/16/2026Seal Cove Capital LLC123,120$12.06M10.6%N/A0.028%
5/15/2026Gateway Wealth Partners LLC132,366$12.96M0.5%+128.2%0.030%
5/15/2026Quadcap Wealth Management LLC11,975$1.17M0.1%-12.1%0.003%
5/15/2026FreeGulliver LLC9,347$915K0.4%-19.3%0.002%
5/15/2026Vawter Financial Ltd.4,699$460K0.2%-14.1%0.001%
5/15/2026Waverly Advisors LLC989,915$96.92M0.7%+6.5%0.225%
5/15/2026Asset Management Group Inc.52,944$5.18M0.8%-5.4%0.012%
5/14/2026Sentinel Advisory Group LLC149,210$14.61M7.1%N/A0.034%
5/14/2026Hilltop Holdings Inc.2,985$292K0.0%-67.2%0.001%
5/14/2026Compound Planning Inc.4,787$469K0.0%-49.2%0.001%
5/14/2026Klingman & Associates LLC654,814$64.11M3.1%-1.7%0.149%
5/14/2026Modern Wealth Management LLC205,461$20.38M0.3%+2.2%0.047%
5/14/2026Gibbs Wealth Management393,753$38.55M5.1%+133.9%0.089%
5/14/2026Sei Investments Co.10,890$1.07M0.0%+61.4%0.002%
5/14/2026MWA Asset Management965$94K0.1%N/A0.000%
5/14/2026Lido Advisors LLC137,874$13.50M0.0%-10.3%0.031%
5/13/2026Cetera Investment Advisers3,077,881$301.36M0.3%-0.7%0.698%
5/13/2026Dynamic Wealth Strategies LLC53,427$5.23M3.0%+6.4%0.012%
5/13/2026Measured Wealth Private Client Group LLC49,724$4.87M1.3%-10.5%0.011%
5/13/2026NewEdge Wealth LLC8,382$821K0.0%+4.2%0.002%
5/13/2026Wiregrass Investment Management LLC27,413$2.68M2.2%N/A0.006%
5/13/2026First Trust Advisors LP8,883$870K0.0%-3.2%0.002%
5/8/2026PNC Financial Services Group Inc.76,705$7.51M0.0%+57.5%0.017%
5/8/2026DUTCH ASSET Corp3,925$384K0.3%+12.9%0.001%
5/8/2026One Charles Private Wealth Services LLC5,943$582K0.1%-3.5%0.001%
5/8/2026Cassaday & Co Wealth Management LLC1,416$139K0.0%N/A0.000%
5/8/2026MWA Asset Management965$94K0.1%N/A0.000%
5/8/2026Fox Financial Inc5,762$564K0.5%-1.7%0.001%
5/7/2026Florida Financial Advisors LLC34,686$3.40M0.8%+54.3%0.008%
5/7/2026Meeder Advisory Services Inc.2,148$210K0.0%N/A0.000%
5/7/2026Wells Financial Advisors INC11,965$1.17M5.3%-45.3%0.003%
5/7/2026Scarborough Advisors LLC132,015$12.93M1.4%+5,964.1%0.030%
5/7/2026Balefire LLC32,683$3.20M0.6%+2.0%0.007%
5/7/2026Parallel Advisors LLC3,033$297K0.0%-23.1%0.001%
5/7/2026Greenwood Gearhart LLC40,199$3.94M0.2%-7.2%0.009%
5/7/2026Koss Olinger Consulting LLC5,649$553K0.0%-55.7%0.001%
5/7/2026Regimen Wealth LLC42,343$4.15M1.2%-18.7%0.010%
5/7/2026Palladiem LLC52,717$5.48M5.2%-6.5%0.012%
5/6/2026IMA Advisory Services Inc.34,547$3.38M0.3%+142.7%0.008%
5/6/2026Bartlett & CO. Wealth Management LLC450$44K0.0%-25.0%0.000%
5/6/2026Gryphon Financial Partners LLC9,162$897K0.1%-33.1%0.002%
5/6/2026Modera Wealth Management LLC42,772$4.19M0.1%+2.0%0.010%
5/6/2026Advisortrust Partners LLC919$90K0.0%N/A0.000%
5/6/2026Assetmark Inc.18,655$1.83M0.0%-69.4%0.004%
5/6/2026SteelPeak Wealth LLC5,814$569K0.0%+8.1%0.001%
5/6/2026One Day In July LLC69,670$6.82M0.5%+1.9%0.016%
5/6/2026Independent Financial Group LLC187,165$18.33M0.5%N/A0.042%
5/6/2026Frazier Financial Advisors LLC697$68K0.0%N/A0.000%
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5/5/2026Lane Brothers & Co. Inc.2,533$248K0.2%-8.9%0.001%
5/5/2026Wealthfront Advisers LLC11,393$1.12M0.0%+24.8%0.003%
5/5/2026D.A. Davidson & CO.9,668$947K0.0%+3.1%0.002%
5/5/2026Navigation Group LLC479,805$46.98M11.0%N/A0.109%
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%


SPYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,431 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 1,261 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 70,339,371 shares in the last 24 months. This purchase volume represents approximately $7.13B in transactions.

Of the 688 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), HB Wealth Management LLC ($2.44M), RFG Advisory LLC ($2.42M), 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 36,716,734 shares in the last 24 months. This volume of shares sold represents approximately $3.72B in transactions.


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This page (NYSEARCA:SPYG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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