SPYG
State Street SPDR Portfolio S&P 500 Growth ETF
1W: -1.6%
1M: +5.8%
3M: +12.8%
YTD: +10.8%
1Y: +32.4%
3Y: +115.2%
5Y: +108.9%
$118.28
+0.00 (+0.00%)
Weekly Expected Move ±2.3%
$113
$116
$118
$121
$124
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPYG
1,427
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
28B
Total Invested
92
New Positions
514
Increased
639
Reduced
184
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1518 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 39,830,479 | 4.7B | -387,298 | -1.0% | 13Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 17,402,089 | 2.1B | +114,434 | +0.7% | 13Q | SEC ↗ |
| 3 | MORGAN STANLEY | 16,219,528 | 1.9B | +7,939,766 | +95.9% | 12Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 15,021,380 | 1.8B | -11,128,466 | -42.6% | 13Q | SEC ↗ |
| 5 | Allworth Financial LP | 12,409,631 | 1.5B | +24,685 | +0.2% | 13Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 10,254,465 | 1.2B | -53,128 | -0.5% | 13Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 8,585,657 | 1.0B | -2,597,675 | -23.2% | 13Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 5,679,266 | $672M | -89,069 | -1.5% | 13Q | SEC ↗ |
| 9 | Horizon Investments, LLC | 5,389,258 | $637M | +52,598 | +1.0% | 12Q | SEC ↗ |
| 10 | Valmark Advisers, Inc. | 4,884,338 | $578M | +223,140 | +4.8% | 13Q | SEC ↗ |
| 11 | Equitable Holdings, Inc. | 4,667,597 | $552M | -242,743 | -4.9% | 13Q | SEC ↗ |
| 12 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,440,041 | $525M | -47,972 | -1.1% | 2Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 4,157,103 | $492M | +126,771 | +3.1% | 6Q | SEC ↗ |
| 14 | Dynasty Wealth Management, LLC | 3,816,675 | $451M | -19,280 | -0.5% | 6Q | SEC ↗ |
| 15 | UBS Group AG | 3,727,164 | $441M | +128,757 | +3.6% | 13Q | SEC ↗ |
| 16 | Quotient Wealth Partners, LLC | 3,681,880 | $435M | -6,345 | -0.2% | 10Q | SEC ↗ |
| 17 | Orgel Wealth Management, LLC | 3,429,117 | $406M | -261,855 | -7.1% | 13Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 3,130,556 | $370M | -887,761 | -22.1% | 13Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 3,077,881 | $364M | -20,778 | -0.7% | 13Q | SEC ↗ |
| 20 | AE Wealth Management LLC | 3,069,038 | $363M | +126,353 | +4.3% | 13Q | SEC ↗ |
| 21 | Advisory Alpha, LLC | 2,950,100 | $349M | -548,163 | -15.7% | 13Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 2,944,495 | $348M | -29,662 | -1.0% | 12Q | SEC ↗ |
| 23 | Willis Johnson & Associates, Inc. | 2,786,481 | $330M | +98,504 | +3.7% | 13Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 2,786,235 | $330M | +297,196 | +11.9% | 13Q | SEC ↗ |
| 25 | CWM, LLC | 2,780,818 | $329M | -62,399 | -2.2% | 13Q | SEC ↗ |
| 26 | HB Wealth Management, LLC | 2,767,124 | $327M | -2,014,808 | -42.1% | 13Q | SEC ↗ |
| 27 | Kestra Investment Management, LLC | 2,615,739 | $309M | +269,602 | +11.5% | 7Q | SEC ↗ |
| 28 | TRUIST FINANCIAL CORP | 2,575,653 | $305M | -86,412 | -3.2% | 13Q | SEC ↗ |
| 29 | HighTower Advisors, LLC | 2,427,309 | $287M | +48,739 | +2.0% | 13Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 2,321,283 | $275M | -102,045 | -4.2% | 13Q | SEC ↗ |
| 31 | NorthRock Partners, LLC | 2,194,615 | $260M | +99,203 | +4.7% | 13Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 2,190,526 | $259M | +13,831 | +0.6% | 13Q | SEC ↗ |
| 33 | Connecticut Wealth Management, LLC | 2,112,143 | $250M | +170,020 | +8.8% | 13Q | SEC ↗ |
| 34 | FOUNDERS FINANCIAL SECURITIES LLC | 2,100,438 | $248M | +1,130,524 | +116.6% | 13Q | SEC ↗ |
| 35 | SCS Capital Management LLC | 1,940,333 | $230M | +94,722 | +5.1% | 13Q | SEC ↗ |
| 36 | FMR LLC | 1,848,648 | $219M | +11,271 | +0.6% | 13Q | SEC ↗ |
| 37 | Independent Advisor Alliance | 1,841,696 | $218M | +1,814,783 | +6743.1% | 13Q | SEC ↗ |
| 38 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 1,803,957 | $213M | — | +0.0% | 1Q | SEC ↗ |
| 39 | STIFEL FINANCIAL CORP | 1,786,967 | $211M | +57,698 | +3.3% | 13Q | SEC ↗ |
| 40 | Gerber Kawasaki Wealth & Investment Ma | 1,721,557 | $204M | +1,585,033 | +1161.0% | 13Q | SEC ↗ |
| 41 | DIVERSIFY WEALTH MANAGEMENT, LLC | 1,666,662 | $197M | +479,780 | +40.4% | 8Q | SEC ↗ |
| 42 | Kingsview Wealth Management, LLC | 1,607,843 | $190M | +100,494 | +6.7% | 13Q | SEC ↗ |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 1,512,309 | $179M | -113,283 | -7.0% | 13Q | SEC ↗ |
| 44 | Focused Wealth Management, Inc | 1,502,441 | $178M | +41,640 | +2.9% | 13Q | SEC ↗ |
| 45 | Savant Capital, LLC | 1,494,852 | $177M | -26,820 | -1.8% | 13Q | SEC ↗ |
| 46 | OLD NATIONAL BANCORP /IN | 1,454,358 | $172M | +199,089 | +15.9% | 13Q | SEC ↗ |
| 47 | CoreCap Advisors, LLC | 1,439,167 | $170M | -27,500 | -1.9% | 12Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,389,460 | $164M | +119,597 | +9.4% | 13Q | SEC ↗ |
| 49 | Octavia Wealth Advisors, LLC | 1,388,717 | $164M | +284,434 | +25.8% | 13Q | SEC ↗ |
| 50 | BENJAMIN EDWARDS INC | 1,375,898 | $163M | +33,329 | +2.5% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 1,803,957 | $213M |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,295,429 | $153M |
| CIBC Bancorp USA Inc. | 915,124 | $108M |
| CANANDAIGUA NATIONAL CORP | 593,091 | $70M |
| Navigation Group, LLC | 479,805 | $57M |
| RETIREMITTEN FINANCIAL LLC | 279,803 | $33M |
| CVFG LLC | 269,679 | $32M |
| ALPHA CAPITAL ADVISORS INC /ADV | 162,821 | $19M |
| Foguth Wealth Management, LLC. | 152,437 | $18M |
| Sentinel Advisory Group, LLC | 149,210 | $18M |
| Seal Cove Capital, LLC | 123,120 | $15M |
| LexAurum Advisors, LLC | 100,554 | $12M |
| Tidemark, LLC | 99,505 | $12M |
| Quent Long Short Global Small Cap F | 99,308 | $12M |
| McMill Wealth Management | 98,747 | $12M |
| Vertrix Wealth Management, LLC | 79,825 | $9M |
| FDx Advisors, Inc. | 75,295 | $9M |
| Philadelphia Investment Partners, L | 73,019 | $9M |
| Jackson Wealth Management, LLC | 71,119 | $8M |
| Gotham Asset Management, LLC | 52,300 | $6M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LL | 717,452 | $85M |
| Diversify Advisory Services, LLC | 307,526 | $36M |
| Marks Wealth, LLC | 284,533 | $34M |
| Strategic Investment Advisors / MI | 267,990 | $32M |
| WIN ADVISORS, INC | 154,627 | $18M |
| BANK OF NOVA SCOTIA | 145,630 | $17M |
| Kingstone Capital Partners Texas, L | 133,280 | $16M |
| Financial Advocates Investment Mana | 104,580 | $12M |
| Financial Management Professionals, | 97,670 | $12M |
| Kovitz Investment Group Partners, L | 92,696 | $11M |
| TRITONPOINT WEALTH, LLC | 73,082 | $9M |
| Capital Advisory Group Advisory Ser | 70,813 | $8M |
| Wealth Watch Advisors, INC | 64,903 | $8M |
| Financial Enhancement Group LLC | 53,278 | $6M |
| Davidson Capital Management Inc. | 50,909 | $6M |
| Westwood Wealth Management | 43,544 | $5M |
| Cavalier Investments, LLC | 35,780 | $4M |
| D. E. Shaw & Co., Inc. | 35,596 | $4M |
| Gilbert Capital Group, Inc. | 30,589 | $4M |
| Coppell Advisory Solutions LLC | 29,006 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +7,939,766 | +95.9% | 16,219,528 |
| Independent Advisor Alliance | +1,814,783 | +6743.1% | 1,841,696 |
| Gerber Kawasaki Wealth & Investment | +1,585,033 | +1161.0% | 1,721,557 |
| FOUNDERS FINANCIAL SECURITIES LLC | +1,130,524 | +116.6% | 2,100,438 |
| Valpey Financial Services, LLC | +687,941 | +8991.5% | 695,592 |
| NICOLET BANKSHARES INC | +581,140 | +260.1% | 804,593 |
| COURIER CAPITAL LLC | +576,968 | +111.8% | 1,092,890 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +479,780 | +40.4% | 1,666,662 |
| Summit Financial, LLC | +376,074 | +133.4% | 657,994 |
| Sunburst Financial Group, LLC | +364,619 | +105.3% | 710,958 |
| Cambridge Investment Research Advis | +355,483 | +49.7% | 1,071,443 |
| JONES FINANCIAL COMPANIES LLLP | +339,207 | +57.4% | 930,138 |
| ROYAL BANK OF CANADA | +297,196 | +11.9% | 2,786,235 |
| Octavia Wealth Advisors, LLC | +284,434 | +25.8% | 1,388,717 |
| Integrated Wealth Concepts LLC | +282,259 | +35.7% | 1,073,283 |
| Kestra Investment Management, LLC | +269,602 | +11.5% | 2,615,739 |
| Bank of New York Mellon Corp | +256,155 | +101.9% | 507,584 |
| CIBC Private Wealth Group LLC | +245,944 | +40.9% | 847,510 |
| Dakota Wealth Management | +233,570 | +70.1% | 566,820 |
| Gibbs Wealth Management | +225,437 | +133.9% | 393,753 |