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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
1
Capital Directions Investment Advisors
Georgia
$87.5M +$1.49M +67,804 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M +$17.1M +780,408 +480%
UCFA
3
United Capital Financial Advisors
Texas
$21.3M +$17.1M +777,440 +492%
State Street
4
State Street
Massachusetts
$20.2M +$9.33M +424,876 +91%
LPL Financial
5
LPL Financial
California
$16.9M -$11K -500 -0.1%
AssetMark Inc
6
AssetMark Inc
California
$10M +$9.7M +441,760 New
Morgan Stanley
7
Morgan Stanley
New York
$8.49M -$687K -31,300 -8%
BTS
8
BB&T Securities
Virginia
$4.79M – – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.08M -$61.1K -2,784 -2%
NFG
10
Noven Financial Group
Colorado
$3.17M +$3.06M +139,480 New
U
11
UBS
Switzerland
$3.09M +$105K +4,764 +4%
Bank of America
12
Bank of America
North Carolina
$2.3M +$264K +12,008 +13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.27M -$325K -14,792 -13%
RJA
14
Raymond James & Associates
Florida
$2.09M +$11.3K +516 +0.6%
CS
15
Credit Suisse
Switzerland
$1.75M +$11.2K +508 +0.7%
Wells Fargo
16
Wells Fargo
California
$1.62M +$405K +18,464 +35%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.4M +$351 +16 +0%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.34M +$370K +16,844 +40%
HighTower Advisors
19
HighTower Advisors
Illinois
$866K -$10.2K -464 -1%
ALA
20
Atherton Lane Advisers
California
$860K +$830K +37,820 New
FIM
21
Freedom Investment Management
Connecticut
$823K -$28.7K -1,308 -3%
LIA
22
LBMC Investment Advisors
Tennessee
$407K – – –
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$367K +$355K +16,152 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$360K +$189K +8,628 +119%
SI
25
SII Investments
Wisconsin
$351K -$50.6K -2,304 -13%
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