SPYG Institutional Ownership & Shareholders
SPDR PORTFOLIO S&P 500 GROWT (SPYG) is currently held by 1,415 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.80B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPYG tracked by InsiderSet, reporting ownership valued at approximately $4.83B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.68B, representing an estimated loss of -3.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed SPYG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Financial Engines Advisors L.L.C., Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO S&P 500 GROWT (SPYG).
This page ranks the largest institutional SPYG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,415
Total Reported Value
$39.80B
Largest Holder
Lpl Financial Llc
Largest Position
$4.83B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 1.09% | 40,632,371 | $4,834,845,678 | $4,681,255,463 | -$153,590,215 | -3.18% | |
| Financial Engines Advisors L.L.C. | 3.46% | 16,355,720 | $1,946,167,084 | $1,884,342,501 | -$61,824,583 | -3.18% | |
| Goldman Sachs Group Inc | 0.20% | 15,917,623 | $1,894,037,939 | $1,833,869,346 | -$60,168,593 | -3.18% | |
| Ameriprise Financial Inc | 0.26% | 10,803,596 | $1,285,443,968 | $1,244,682,295 | -$40,761,673 | -3.17% | |
| Allworth Financial Lp | 5.34% | 10,545,678 | $1,254,830,219 | $1,214,967,562 | -$39,862,657 | -3.18% | |
| Bank Of America Corp | 0.08% | 10,387,210 | $1,235,974,163 | $1,196,710,464 | -$39,263,699 | -3.18% | |
| Morgan Stanley | 0.06% | 9,569,500 | $1,138,675,028 | $1,102,502,095 | -$36,172,933 | -3.18% | |
| Envestnet Asset Management Inc | 0.27% | 9,489,431 | $1,129,147,441 | $1,093,277,346 | -$35,870,095 | -3.18% | |
| Horizon Investments, Llc | 7.24% | 5,552,636 | $660,708,158 | $639,719,194 | -$20,988,964 | -3.18% | |
| Jpmorgan Chase & Co | 0.04% | 5,588,841 | $656,185,892 | $643,890,372 | -$12,295,520 | -1.87% | |
| Valmark Advisers, Inc. | 5.98% | 4,738,201 | $563,798,590 | $545,888,137 | -$17,910,453 | -3.18% | |
| Equitable Holdings, Inc. | 3.20% | 4,531,390 | $536,023,562 | $522,061,442 | -$13,962,120 | -2.60% | |
| Vantagepoint Investment Advisers Llc | 3.98% | 4,285,401 | $527,447,155 | $493,721,049 | -$33,726,106 | -6.39% | |
| Raymond James Financial Inc | 0.14% | 4,329,392 | $515,154,348 | $498,789,252 | -$16,365,096 | -3.18% | |
| Truist Financial Corp | 0.57% | 3,902,404 | $480,307,833 | $449,595,965 | -$30,711,868 | -6.39% | |
| Dynasty Wealth Management, Llc | 3.37% | 3,811,664 | $453,549,854 | $439,141,809 | -$14,408,045 | -3.18% | |
| Quotient Wealth Partners, Llc | 10.30% | 3,667,167 | $436,356,183 | $422,494,310 | -$13,861,873 | -3.18% | |
| Ubs Group Ag | 0.07% | 3,587,593 | $426,887,691 | $413,326,590 | -$13,561,101 | -3.18% | |
| Orgel Wealth Management, Llc | 7.98% | 3,432,643 | $422,489,676 | $395,474,800 | -$27,014,876 | -6.39% | |
| Royal Bank Of Canada | 0.07% | 3,452,793 | $410,847,000 | $397,796,282 | -$13,050,718 | -3.18% | |
| Wells Fargo & Company/Mn | 0.07% | 3,317,734 | $394,777,224 | $382,236,134 | -$12,541,090 | -3.18% | |
| Cetera Investment Advisers | 0.35% | 3,263,810 | $388,360,694 | $376,023,550 | -$12,337,144 | -3.18% | |
| Manufacturers Life Insurance Company, The | 0.29% | 3,158,745 | $375,859,068 | $363,919,011 | -$11,940,057 | -3.18% | |
| Willis Johnson & Associates, Inc. | 19.40% | 2,867,761 | $352,964,023 | $330,394,745 | -$22,569,278 | -6.39% | |
| Advisory Alpha, Llc | 8.43% | 2,888,101 | $343,661,319 | $332,738,116 | -$10,923,203 | -3.18% | |
| Savant Capital, Llc | 0.95% | 2,986,077 | $323,841,409 | $344,025,931 | +$20,184,522 | +6.23% | |
| Private Advisor Group, Llc | 1.43% | 2,619,648 | $311,711,990 | $301,809,646 | -$9,902,344 | -3.18% | |
| Osaic Holdings, Inc. | 0.36% | 2,587,784 | $307,938,526 | $298,138,595 | -$9,799,931 | -3.18% | |
| Hb Wealth Management, Llc | 1.46% | 2,309,223 | $284,219,208 | $266,045,582 | -$18,173,626 | -6.39% | |
| Northrock Partners, Llc | 4.02% | 2,326,724 | $276,856,931 | $268,061,872 | -$8,795,059 | -3.18% | |
| Connecticut Wealth Management, Llc | 10.15% | 2,246,720 | $276,526,338 | $258,844,611 | -$17,681,727 | -6.39% | |
| Cwm, Llc | 0.72% | 2,780,818 | $272,269,892 | $320,378,042 | +$48,108,150 | +17.67% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.88% | 2,138,543 | $254,465,232 | $246,381,539 | -$8,083,693 | -3.18% | |
| Commonwealth Equity Services, Llc | 0.31% | 1,965,092 | $241,863,499 | $226,398,249 | -$15,465,250 | -6.39% | |
| Diversify Advisory Services, Llc | 3.49% | 1,903,732 | $233,530,746 | $219,328,964 | -$14,201,782 | -6.08% | |
| Diversify Wealth Management, Llc | 3.49% | 1,903,732 | $233,530,746 | $219,328,964 | -$14,201,782 | -6.08% | |
| Gerber Kawasaki Wealth & Investment Management | 5.87% | 1,873,024 | $230,531,239 | $215,791,095 | -$14,740,144 | -6.39% | |
| Scs Capital Management Llc | 2.17% | 1,934,606 | $230,198,753 | $222,885,957 | -$7,312,796 | -3.18% | |
| Fmr Llc | 0.01% | 1,812,961 | $215,724,257 | $208,871,237 | -$6,853,020 | -3.18% | |
| Stifel Financial Corp | 0.18% | 1,776,289 | $211,361,391 | $204,646,256 | -$6,715,135 | -3.18% | |
| Focused Wealth Management, Inc | 16.46% | 1,555,985 | $191,510,688 | $179,265,032 | -$12,245,656 | -6.39% | |
| Kingsview Wealth Management, Llc | 2.32% | 1,608,668 | $191,415,437 | $185,334,640 | -$6,080,797 | -3.18% | |
| Corecap Advisors, Llc | 5.24% | 1,480,133 | $182,174,834 | $170,526,123 | -$11,648,711 | -6.39% | |
| Jones Financial Companies Lllp | 0.07% | 1,573,727 | $180,533,298 | $181,309,088 | +$775,790 | +0.43% | |
| Old National Bancorp | 3.49% | 1,436,067 | $176,751,126 | $165,449,279 | -$11,301,847 | -6.39% | |
| Alphastar Capital Management, Llc | 10.54% | 1,432,221 | $176,277,700 | $165,006,181 | -$11,271,519 | -6.39% | |
| Octavia Wealth Advisors, Llc | 14.39% | 1,400,992 | $166,704,032 | $161,408,288 | -$5,295,744 | -3.18% | |
| Syntegra Private Wealth Group, Llc | 12.49% | 1,320,352 | $162,508,914 | $152,117,754 | -$10,391,160 | -6.39% | |
| Exchange Traded Concepts, Llc | 0.71% | 1,294,039 | $159,270,320 | $149,086,233 | -$10,184,087 | -6.39% | |
| Kestra Advisory Services, Llc | 0.45% | 1,292,149 | $159,037,746 | $148,868,486 | -$10,169,260 | -6.39% |
Frequently asked questions about SPYG
Who are the largest institutional holders of SPYG?
The largest institutional holders of SPYG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Financial Engines Advisors L.L.C., Goldman Sachs Group Inc, Ameriprise Financial Inc, and Allworth Financial Lp. InsiderSet ranks institutional holders by their latest reported SPYG position.
What is SPYG institutional ownership?
This page tracks SPYG positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO S&P 500 GROWT (SPYG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPYG?
InsiderSet currently tracks 1,415 institutional managers reporting SPYG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPYG shareholders.
How much SPYG stock do institutions own?
Institutional investment managers disclosed approximately $39.80B in SPYG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPYG institutional ownership last updated?
The latest SPYG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPYG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPYG position after the reporting date.
Are institutions buying or selling SPYG?
Institutional buying and selling can be analyzed by comparing SPYG positions across consecutive 13F reporting periods. InsiderSet's SPYG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPYG ownership changes.
How has SPYG institutional ownership changed over time?
InsiderSet tracks SPYG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.