We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$842M +$661M +11,021,254 +468%
Financial Engines Advisors
2
Financial Engines Advisors
California
$608M +$91M +1,517,606 +19%
LPL Financial
3
LPL Financial
California
$416M +$36.3M +605,613 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$358M +$177M +2,954,076 +108%
Ameriprise
5
Ameriprise
Minnesota
$260M +$13.4M +223,381 +6%
VA
6
Valmark Advisers
Ohio
$258M -$16M -266,791 -6%
CCMG
7
Clark Capital Management Group
Pennsylvania
$241M +$229M +3,815,879 +21,417%
Morgan Stanley
8
Morgan Stanley
New York
$240M +$33.8M +562,660 +17%
AF
9
Allworth Financial
California
$195M +$13.9M +232,458 +8%
Bank of America
10
Bank of America
North Carolina
$168M -$260K -4,329 -0.2%
HI
11
Horizon Investments
North Carolina
$157M +$61.5M +1,025,923 +70%
EH
12
Equitable Holdings
New York
$153M +$103M +1,719,522 +242%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$147M -$7.89M -131,615 -5%
HB
14
Homrich & Berg
Georgia
$145M +$12.3M +204,523 +10%
BCM
15
Brookstone Capital Management
Illinois
$140M +$129M +2,155,437 New
UBS Group
16
UBS Group
Switzerland
$135M +$15.4M +257,327 +14%
NAS
17
Nicolet Advisory Services
Wisconsin
$125M +$3.92M +65,401 +3%
AA
18
Advisory Alpha
Michigan
$107M +$9.19M +153,262 +10%
OPS
19
Orion Portfolio Solutions
Nebraska
$88.3M +$83.5M +1,391,883 +13,465%
FWM
20
Focused Wealth Management
New York
$81.9M +$4.07M +67,910 +6%
CDIA
21
Capital Directions Investment Advisors
Georgia
$81.1M +$77.2M +1,287,300 New
NP
22
NorthRock Partners
Minnesota
$81M +$3.93M +65,490 +5%
Wells Fargo
23
Wells Fargo
California
$78.4M -$375K -6,245 -0.5%
SCM
24
SCS Capital Management
Massachusetts
$78.4M +$1.56M +26,053 +2%
TC
25
TownSquare Capital
Utah
$74.7M +$2.7M +45,055 +4%