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Who Owns SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF.
Who crossed 5% of SPYG →Managers holding
77
as of 2026-09-30
Reported value
$750.3M
summed across filings
Shares held
6.1M
Added vs trimmed
28 / 28
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| CoreCap Advisors, LLCETF1.5M shtrimmed | $182.2M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom591.6K shtrimmed | $72.8M |
| TLWMST STR P500GRW394.3K shadded | $48.5M |
| WALLER FINANCIAL PLANNING GROUP, INCST STR P500GRW374.2K shadded | $46.1M |
| Whitcomb & Hess, Inc.ST STR P500GRW363.1K shadded | $44.7M |
| Sunburst Financial Group, LLCST STR P500GRW360.1K shtrimmed | $44.3M |
| RIVERSEDGE ADVISORS, LLCST STR P500GRW318.1K shtrimmed | $39.1M |
| First Heartland Consultants, Inc.PRTFLO S&P500 GW264.9K shadded | $32.6M |
| Buska Wealth Management, LLCST STR P500GRW205.1K shtrimmed | $25.2M |
| Investors Research CorpST STR P500GRW204.4K shtrimmed | $25.2M |
| BAKER TILLY WEALTH MANAGEMENT, LLCST STR P500GRW181.7K shadded | $22.4M |
| Farther Finance Advisors, LLCETF134.7K shadded | $16.6M |
| SigFig Wealth Management, LLCST STR P500GRW93.8K shtrimmed | $11.6M |
| Breakwater Capital GroupST STR P500GRW89.9K shadded | $11.1M |
| Venture Visionary Partners LLCST STR P500GRW89.8K shadded | $11.1M |
| INSPIRION WEALTH ADVISORS, LLCST STR P500GRW86.3K shtrimmed | $10.6M |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCST STR P500GRW78.5K shadded | $9.7M |
| City Center Advisors, LLCST STR P500GRW74.2K shadded | $9.1M |
| YHB Investment Advisors, Inc.ST STR P500GRW70.5K shadded | $8.7M |
| Montz Harcus Wealth Management LLCST STR P500GRW67.7K shadded | $8.3M |
| Canandaigua National Trust Co of FloridaCom62.1K shadded | $7.6M |
| Aventus Investment Advisors, Inc.ETF50K shadded | $6.1M |
| McNaughton Wealth Management, LLCST STR P500GRW49.6K shadded | $6.1M |
| Roan Capital PartnersST STR P500GRW44.4K shadded | $5.5M |
| COLTON GROOME FINANCIAL ADVISORS, LLCST STR P500GRW34.5K shtrimmed | $4.2M |
| Valeo Financial Advisors, LLCETF34K shtrimmed | $4.2M |
| Balefire, LLCST STR P500GRW27.1K shtrimmed | $3.3M |
| Cooper Financial GroupST STR P500GRW24.3K shtrimmed | $3M |
| Iowa State BankCom23.9K shtrimmed | $2.9M |
| TITLEIST ASSET MANAGEMENT, LLCST STR P500GRW23.4K shadded | $2.9M |
| FELL CAPITAL MANAGEMENT /ADVST STR P500GRW17.4K shadded | $2.1M |
| Bill Few Associates, Inc.ST STR P500GRW16.7K shadded | $2.1M |
| ECLECTIC ASSOCIATES INC /ADVST STR P500GRW15.3K shadded | $1.9M |
| Ayalon Insurance Comp Ltd.ETP12.1K shheld | $1.5M |
| Wealth Enhancement Trust Services, Inc.ST STR P500GRW10.3K shtrimmed | $1.3M |
| FC Advisory LLCST STR P500GRW10.1K shtrimmed | $1.2M |
| Apella Capital, LLCST STR P500GRW9.3K shtrimmed | $1.2M |
| Prosperity Planning, Inc.ST STR P500GRW9K shtrimmed | $1.1M |
| Shulman DeMeo Asset Management LLCST STR P500GRW7.4K shtrimmed | $930.9K |
| Cassilly Financial Group LLCST STR P500GRW6.1K shadded | $756.7K |
| Go Invest LLCETF5.8K shadded | $718.3K |
| Hiley Hunt Wealth ManagementST STR P500GRW5.6K shheld | $686.4K |
| Wedmont Private CapitalST STR P500GRW5.4K shadded | $676.3K |
| Sound Income Strategies, LLCST STR P500GRW5.3K shadded | $664.1K |
| Ebert Capital Management Inc.ST STR P500GRW5.1K shheld | $624.6K |
| JUNCTURE WEALTH STRATEGIES, LLCST STR P500GRW4.7K shtrimmed | $580.9K |
| Tactive Advisors, LLCST STR P500GRW4.6K shheld | $566.3K |
| LifeGoal Investments, LLCST STR P500GRW4K shtrimmed | $486.5K |
| FINANCIAL MANAGEMENT NETWORK INCST STR P500GRW3.5K shtrimmed | $432.1K |
| GILPIN WEALTH MANAGEMENT, LLCST STR P500GRW3.5K shadded | $425.9K |
| New Covenant Trust Company, N.A.ST STR P500GRW3.2K shtrimmed | $390.3K |
| Post Resch Tallon Group Inc.ST STR P500GRW2.9K shtrimmed | $353.7K |
| DIVERSIFIED MANAGEMENT INCST STR P500GRW2.9K shtrimmed | $352.9K |
| Olistico Wealth, LLCETF2.7K shheld | $332.3K |
| GAMMA Investing LLCETF2.7K shheld | $331.6K |
| Insight Wealth Strategies, LLCST STR P500GRW2.3K shadded | $282.3K |
| Castleview Partners, LLCST STR P500GRW2.2K shheld | $272.7K |
| Gradient Investments LLCST STR P500GRW2.1K shtrimmed | $260.2K |
| ROCKLAND TRUST COST STR P500GRW2.1K shheld | $258.5K |
| Bullock Wealth Management GroupETF2K shadded | $244.8K |
| SAPIENT CAPITAL LLCST STR P500GRW1.9K shheld | $239.1K |
| Worth Asset Management, LLCETF1.9K shheld | $237.5K |
| Marquette Asset Management, LLCST STR P500GRW1.5K shheld | $187.1K |
| Trust CoETF1.3K shadded | $160.7K |
| EASTERN BANKST STR P500GRW1.3K shheld | $156.3K |
| Rosenberg Matthew HamiltonETF1.2K shheld | $153.2K |
| ARMSTRONG ADVISORY GROUP, INCST STR P500GRW1.2K shtrimmed | $147.2K |
| Acropolis Investment Management, LLCST STR P500GRW852 shtrimmed | $104.9K |
| STEPH & COST STR P500GRW663 shheld | $81.6K |
| Davis Capital ManagementETF350 sh— | $43.1K |
| GK Wealth Management LLCST STR P500GRW229 shtrimmed | $28.1K |
| Horizons Wealth ManagementETF158 shheld | $19.4K |
| Central Pacific Bank - Trust DivisionST STR P500GRW86 shheld | $10.6K |
| FIRST COMMUNITY TRUST NAST STR P500GRW43 shheld | $5.3K |
| Dorato Capital ManagementST STR P500GRW41 shheld | $5.2K |
| Pacifica Partners Inc.STATE STREET SPD24 shheld | $3K |
| Byrne Asset Management LLCCOM9 shheld | $1.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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