SPYG Institutional Ownership
State Street SPDR Portfolio S&P 500 Growth ETF
1W: +0.5%
1M: +3.6%
3M: +5.0%
YTD: +16.7%
1Y: +18.7%
3Y: +113.9%
5Y: +92.7%
$124.62
+1.23 (+1.00%)
Weekly Expected Move ±1.9%
$120
$122
$125
$127
$129
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPYG
1,459
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
40B
Total Invested
160
New Positions
542
Increased
544
Reduced
48
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1548 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 40,632,371 | 5.1B | +801,892 | +2.0% | 54Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 16,355,720 | 2.0B | -1,046,369 | -6.0% | 28Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 15,917,623 | 2.0B | +896,243 | +6.0% | 15Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 10,803,596 | 1.3B | +549,131 | +5.4% | 16Q | SEC ↗ |
| 5 | Allworth Financial LP | 10,545,678 | 1.3B | -1,863,953 | -15.0% | 32Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 10,387,210 | 1.3B | +7,256,654 | +231.8% | 15Q | SEC ↗ |
| 7 | MORGAN STANLEY | 9,569,500 | 1.2B | +25,761 | +0.3% | 60Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 9,489,431 | 1.2B | +903,774 | +10.5% | 36Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 5,588,841 | 696M | -90,425 | -1.6% | 31Q | SEC ↗ |
| 10 | Horizon Investments, LLC | 5,552,636 | 692M | -836,207 | -13.1% | 22Q | SEC ↗ |
| 11 | Valmark Advisers, Inc. | 4,738,201 | 590M | -146,137 | -3.0% | 34Q | SEC ↗ |
| 12 | Equitable Holdings, Inc. | 4,531,390 | 565M | -136,207 | -2.9% | 27Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 4,329,392 | 540M | +172,289 | +4.1% | 7Q | SEC ↗ |
| 14 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,211,914 | 525M | -48,454 | -1.1% | 4Q | SEC ↗ |
| 15 | Dynasty Wealth Management, LLC | 3,811,664 | 475M | -5,011 | -0.1% | 7Q | SEC ↗ |
| 16 | Quotient Wealth Partners, LLC | 3,667,167 | 457M | -14,713 | -0.4% | 11Q | SEC ↗ |
| 17 | UBS Group AG | 3,587,593 | 447M | -139,571 | -3.7% | 47Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 3,452,793 | 430M | +666,558 | +23.9% | 66Q | SEC ↗ |
| 19 | Orgel Wealth Management, LLC | 3,398,409 | 424M | -30,708 | -0.9% | 17Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 3,317,734 | 413M | +133,324 | +4.2% | 72Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 3,263,810 | 407M | +185,929 | +6.0% | 28Q | SEC ↗ |
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, NEW | 3,158,745 | 394M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Savant Capital, LLC | 2,986,077 | 372M | +1,491,225 | +99.8% | 27Q | SEC ↗ |
| 24 | AE Wealth Management LLC | 2,969,896 | 370M | -99,142 | -3.2% | 32Q | SEC ↗ |
| 25 | Kestra Investment Management, LLC | 2,920,221 | 364M | -658,971 | -18.4% | 9Q | SEC ↗ |
| 26 | Advisory Alpha, LLC | 2,888,101 | 360M | -61,999 | -2.1% | 33Q | SEC ↗ |
| 27 | Willis Johnson & Associates, Inc. | 2,813,228 | 351M | +26,747 | +1.0% | 20Q | SEC ↗ |
| 28 | CWM, LLC | 2,780,818 | 347M | -62,399 | -2.2% | 18Q | SEC ↗ |
| 29 | Private Advisor Group, LLC | 2,619,648 | 326M | +429,122 | +19.6% | 39Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 2,612,899 | 326M | +37,246 | +1.4% | 27Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 2,587,784 | 322M | +266,501 | +11.5% | 26Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 2,463,414 | 307M | +36,105 | +1.5% | 70Q | SEC ↗ |
| 33 | HB Wealth Management, LLC | 2,445,430 | 305M | -321,694 | -11.6% | 19Q | SEC ↗ |
| 34 | NorthRock Partners, LLC | 2,326,724 | 290M | +132,109 | +6.0% | 29Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,295,436 | 286M | +905,976 | +65.2% | 38Q | SEC ↗ |
| 36 | Connecticut Wealth Management, LLC | 2,170,139 | 270M | +57,996 | +2.7% | 22Q | SEC ↗ |
| 37 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 2,138,543 | 267M | +334,586 | +18.5% | 2Q | SEC ↗ |
| 38 | SCS Capital Management LLC | 1,934,606 | 241M | -5,727 | -0.3% | 25Q | SEC ↗ |
| 39 | FMR LLC | 1,812,961 | 226M | -35,687 | -1.9% | 32Q | SEC ↗ |
| 40 | Gerber Kawasaki Wealth & Investment Ma | 1,789,081 | 223M | +67,524 | +3.9% | 18Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 1,776,289 | 221M | -10,678 | -0.6% | 39Q | SEC ↗ |
| 42 | Diversify Advisory Services, LLC NEW | 1,766,081 | 220M | — | +0.0% | 1Q | SEC ↗ |
| 43 | DIVERSIFY WEALTH MANAGEMENT, LLC | 1,766,081 | 220M | +99,419 | +6.0% | 9Q | SEC ↗ |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 1,736,874 | 216M | +224,565 | +14.8% | 35Q | SEC ↗ |
| 45 | Kingsview Wealth Management, LLC | 1,608,668 | 200M | +825 | +0.1% | 38Q | SEC ↗ |
| 46 | JONES FINANCIAL COMPANIES LLLP | 1,573,727 | 196M | +643,589 | +69.2% | 10Q | SEC ↗ |
| 47 | Focused Wealth Management, Inc | 1,531,390 | 191M | +28,949 | +1.9% | 34Q | SEC ↗ |
| 48 | CoreCap Advisors, LLC | 1,489,560 | 186M | +50,393 | +3.5% | 13Q | SEC ↗ |
| 49 | OLD NATIONAL BANCORP /IN | 1,429,611 | 178M | -24,747 | -1.7% | 26Q | SEC ↗ |
| 50 | Octavia Wealth Advisors, LLC | 1,400,992 | 175M | +12,275 | +0.9% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | 3,158,745 | 394M |
| Diversify Advisory Services, LLC | 1,766,081 | 220M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 598,201 | 75M |
| CANANDAIGUA NATIONAL CORP | 593,091 | 74M |
| ELEVATION POINT WEALTH PARTNERS, LL | 326,305 | 41M |
| Markowski Investments | 306,162 | 38M |
| Systelligence, LLC | 177,580 | 22M |
| Financial Gravity Companies, Inc. | 164,903 | 21M |
| Odyssey Group, LLC | 145,073 | 18M |
| Alpha Zero LLC | 115,710 | 14M |
| COMPASS FINANCIAL MANAGEMENT LLC | 98,892 | 12M |
| Global Retirement Partners, LLC | 93,365 | 12M |
| Vestmark Advisory Solutions, Inc. | 84,775 | 11M |
| Ethos Financial Group, LLC | 82,263 | 10M |
| Bluespring Wealth Management, LLC | 61,199 | 8M |
| Jump Financial, LLC | 53,972 | 7M |
| Wealth Watch Advisors, INC | 43,660 | 5M |
| FORESIGHT CAPITAL MANAGEMENT ADVISO | 42,612 | 5M |
| D. E. Shaw & Co., Inc. | 37,606 | 5M |
| Spectrum Advisors, Inc. | 37,006 | 5M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 236,548 | 29M |
| BANK OF NOVA SCOTIA | 145,630 | 18M |
| Capital Advisory Group Advisory Ser | 70,813 | 9M |
| TUDOR INVESTMENT CORP ET AL | 52,367 | 7M |
| Davidson Capital Management Inc. | 50,909 | 6M |
| Westwood Wealth Management | 43,544 | 5M |
| Baer Investment Advisory LLC | 37,537 | 5M |
| Cavalier Investments, LLC | 35,780 | 4M |
| Gilbert Capital Group, Inc. | 30,589 | 4M |
| Teucrium Investment Advisors, LLC | 14,981 | 2M |
| TFB Advisors LLC | 11,464 | 1M |
| OmniStar Financial Group, Inc. | 9,813 | 1M |
| Banco BTG Pactual S.A. | 9,690 | 1M |
| HERITAGE OAK WEALTH ADVISORS LLC | 9,543 | 1M |
| RENAISSANCE TECHNOLOGIES LLC | 8,800 | 1M |
| Global View Capital Management LLC | 7,955 | 991K |
| TrueWealth Financial Partners | 7,897 | 984K |
| 55 North Private Wealth, LLC | 7,538 | 939K |
| OPAL CAPITAL LLC | 7,503 | 935K |
| Richmond Investment Services, LLC | 6,455 | 804K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +7,256,654 | +231.8% | 10,387,210 |
| Savant Capital, LLC | +1,491,225 | +99.8% | 2,986,077 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +905,976 | +65.2% | 2,295,436 |
| ENVESTNET ASSET MANAGEMENT INC | +903,774 | +10.5% | 9,489,431 |
| GOLDMAN SACHS GROUP INC | +896,243 | +6.0% | 15,917,623 |
| LPL Financial LLC | +801,892 | +2.0% | 40,632,371 |
| ROYAL BANK OF CANADA | +666,558 | +23.9% | 3,452,793 |
| JONES FINANCIAL COMPANIES LLLP | +643,589 | +69.2% | 1,573,727 |
| AMERIPRISE FINANCIAL INC | +549,131 | +5.4% | 10,803,596 |
| Private Advisor Group, LLC | +429,122 | +19.6% | 2,619,648 |
| Ameritas Advisory Services, LLC | +337,624 | +78.8% | 765,951 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +334,586 | +18.5% | 2,138,543 |
| Convergence Financial, LLC | +318,241 | +63.7% | 817,671 |
| Clark Capital Management Group, Inc | +293,225 | +5404.1% | 298,651 |
| Wealthspire Advisors, LLC | +277,480 | +270.4% | 380,113 |
| Janney Montgomery Scott LLC | +270,857 | +64.1% | 693,472 |
| OSAIC HOLDINGS, INC. | +266,501 | +11.5% | 2,587,784 |
| IFG Advisory, LLC | +241,113 | +251159.4% | 241,209 |
| Gibbs Wealth Management | +225,437 | +133.9% | 393,753 |
| COMMONWEALTH EQUITY SERVICES, LLC | +224,565 | +14.8% | 1,736,874 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Allworth Financial LP | -1,863,953 | -15.0% | 10,545,678 |
| Independent Advisor Alliance | -1,813,701 | -98.5% | 27,995 |
| Financial Engines Advisors L.L.C. | -1,046,369 | -6.0% | 16,355,720 |
| Horizon Investments, LLC | -836,207 | -13.1% | 5,552,636 |
| Kestra Investment Management, LLC | -658,971 | -18.4% | 2,920,221 |
| Mariner, LLC | -529,342 | -38.8% | 836,240 |
| Compton Financial Group, LLC | -354,797 | -54.2% | 299,523 |
| Cambridge Investment Research Advis | -330,617 | -30.9% | 740,826 |
| HB Wealth Management, LLC | -321,694 | -11.6% | 2,445,430 |
| TWO SIGMA INVESTMENTS, LP | -305,700 | -79.7% | 77,700 |
| WOODARD & CO ASSET MANAGEMENT GROUP | -180,139 | -53.0% | 159,963 |
| FLAGSHIP HARBOR ADVISORS, LLC | -167,471 | -12.9% | 1,127,958 |
| Valmark Advisers, Inc. | -146,137 | -3.0% | 4,738,201 |
| UBS Group AG | -139,571 | -3.7% | 3,587,593 |
| Equitable Holdings, Inc. | -136,207 | -2.9% | 4,531,390 |
| Corient Private Wealth LP | -117,531 | -13.7% | 739,299 |
| KWB Wealth | -108,504 | -12.0% | 798,372 |
| TD Waterhouse Canada Inc. | -107,082 | -91.7% | 9,750 |
| AE Wealth Management LLC | -99,142 | -3.2% | 2,969,896 |
| Scarborough Advisors, LLC | -95,978 | -72.7% | 36,037 |