Who owns State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF (SPYG)
Which tracked institutional funds hold SPYG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPYG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SPYG is one-sided between 2026-Q1 and 2026-Q2: 661 added or opened and 94 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPYG’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 2.0% of theirs — a 0.9pp gap the other way — the median holder sizes SPYG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPYG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1369 tracked filers holding SPYG, 687 increased or opened the position and 593 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPYG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 50
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$376M
- Diversify Advisory Services, LLC$202M
- CANANDAIGUA NATIONAL BANK & TRUST CO$71M
- ELEVATION POINT WEALTH PARTNERS, LLC$39M
- Markowski Investments$36M
- Systelligence, LLC$21M
Full exits 52
- CWM, LLC$272M
- HighTower Advisors, LLC$238M
- Cambridge Investment Research Advisors, Inc.$105M
- CANANDAIGUA NATIONAL CORP$58M
- Thrivent Financial for Lutherans$47M
- Janney Montgomery Scott LLC$41M
Largest adds
- LPL Financial LLC$935M
- BANK OF AMERICA CORP /DE/$929M
- GOLDMAN SACHS GROUP INC$423M
- Equitable Holdings, Inc.$338M
- ENVESTNET ASSET MANAGEMENT INC$289M
- AMERIPRISE FINANCIAL INC$282M
Largest trims
- Independent Advisor Alliance$177M
- Mariner, LLC$34M
- Compton Financial Group, LLC$28M
- TWO SIGMA INVESTMENTS, LP$28M
- CITADEL ADVISORS LLC$15M
- WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$14M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 40,632,371 | $4.8B | 14.7% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 16,355,720 | $1.9B | 5.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 15,917,623 | $1.9B | 5.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 10,803,596 | $1.3B | 3.9% | 2026-Q2 |
| Allworth Financial LP trimmed | 10,545,678 | $1.3B | 3.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 10,387,210 | $1.2B | 3.8% | 2026-Q2 |
| MORGAN STANLEY added | 9,569,500 | $1.1B | 3.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,489,431 | $1.1B | 3.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 5,588,841 | $656M | 2.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 5,552,636 | $661M | 2.0% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 4,738,201 | $564M | 1.7% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 4,531,390 | $536M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,329,392 | $515M | 1.6% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 4,211,914 | $501M | 1.5% | 2026-Q2 |
| Dynasty Wealth Management, LLC trimmed | 3,811,664 | $454M | 1.4% | 2026-Q2 |
| Quotient Wealth Partners, LLC trimmed | 3,667,167 | $436M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 3,587,593 | $427M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,452,793 | $411M | 1.3% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 3,398,409 | $404M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,317,734 | $395M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 3,263,810 | $388M | 1.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 3,158,745 | $376M | 1.1% | 2026-Q2 |
| Savant Capital, LLC added | 2,986,077 | $324M | 1.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 2,969,896 | $353M | 1.1% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 2,920,221 | $347M | 1.1% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 2,888,101 | $344M | 1.0% | 2026-Q2 |
| Willis Johnson & Associates, Inc. added | 2,813,228 | $335M | 1.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 2,619,648 | $312M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,612,899 | $311M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,587,784 | $308M | 0.9% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 2,445,430 | $291M | 0.9% | 2026-Q2 |
| NorthRock Partners, LLC added | 2,326,724 | $277M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,295,436 | $273M | 0.8% | 2026-Q2 |
| Connecticut Wealth Management, LLC added | 2,170,139 | $258M | 0.8% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 2,138,543 | $254M | 0.8% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 1,934,606 | $230M | 0.7% | 2026-Q2 |
| FMR LLC trimmed | 1,812,961 | $216M | 0.7% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 1,789,081 | $213M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,776,289 | $211M | 0.6% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 1,766,081 | $202M | 0.6% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 1,766,081 | $202M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,736,874 | $207M | 0.6% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 1,608,668 | $191M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,573,727 | $181M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,565,016 | $186M | 0.6% | 2026-Q2 |
| Focused Wealth Management, Inc added | 1,531,390 | $182M | 0.6% | 2026-Q2 |
| CoreCap Advisors, LLC added | 1,489,560 | $177M | 0.5% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ trimmed | 1,429,611 | $170M | 0.5% | 2026-Q2 |
| Octavia Wealth Advisors, LLC added | 1,400,992 | $167M | 0.5% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 1,352,196 | $161M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,334,292 | $159M | 0.5% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 1,320,719 | $157M | 0.5% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC trimmed | 1,308,727 | $156M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 1,269,168 | $151M | 0.5% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,217,314 | $145M | 0.4% | 2026-Q2 |
| First National Trust Co trimmed | 1,163,640 | $138M | 0.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 1,129,673 | $134M | 0.4% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 1,127,958 | $134M | 0.4% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 1,064,857 | $127M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 983,337 | $117M | 0.4% | 2026-Q2 |
| Cannon Financial Strategists, Inc. added | 914,234 | $109M | 0.3% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 911,956 | $109M | 0.3% | 2026-Q2 |
| Black Swift Group, LLC added | 869,331 | $103M | 0.3% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV trimmed | 857,497 | $102M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 854,452 | $102M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 836,240 | $99M | 0.3% | 2026-Q2 |
| Convergence Financial, LLC added | 817,671 | $97M | 0.3% | 2026-Q2 |
| Creative Planning added | 807,405 | $96M | 0.3% | 2026-Q2 |
| KWB Wealth trimmed | 798,372 | $95M | 0.3% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 794,989 | $94M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 765,951 | $91M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC added | 765,741 | $91M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 760,721 | $91M | 0.3% | 2026-Q2 |
| Dakota Wealth Management added | 733,889 | $87M | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 726,177 | $86M | 0.3% | 2026-Q2 |
| Summit Financial, LLC added | 693,192 | $82M | 0.3% | 2026-Q2 |
| SilverOak Wealth Management LLC added | 681,977 | $81M | 0.2% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 670,729 | $80M | 0.2% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 669,039 | $80M | 0.2% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 646,841 | $77M | 0.2% | 2026-Q2 |
| OARSMAN CAPITAL, INC. added | 631,032 | $75M | 0.2% | 2026-Q2 |
| RESTON WEALTH MANAGEMENT LLC trimmed | 612,211 | $73M | 0.2% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO added | 598,201 | $71M | 0.2% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 573,709 | $68M | 0.2% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 550,470 | $66M | 0.2% | 2026-Q2 |
| COURIER CAPITAL LLC added | 549,195 | $65M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 536,797 | $64M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 536,479 | $64M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 506,680 | $60M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 496,052 | $59M | 0.2% | 2026-Q2 |
| Navigation Group, LLC trimmed | 475,059 | $57M | 0.2% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 460,749 | $55M | 0.2% | 2026-Q2 |
| CGN Advisors LLC trimmed | 459,393 | $55M | 0.2% | 2026-Q2 |
| TRUEFG, LLC added | 457,032 | $54M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 454,743 | $54M | 0.2% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 454,381 | $54M | 0.2% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 449,619 | $54M | 0.2% | 2026-Q2 |
| Keystone Financial Group added | 442,924 | $53M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 442,577 | $53M | 0.2% | 2026-Q2 |
| 71 West Capital Partners trimmed | 440,278 | $52M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.