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
LPL Financial
1
LPL Financial
California
$2.05B +$109M +1,561,590 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.58B -$55.7M -800,187 -4%
AF
3
Allworth Financial
California
$933M +$21.6M +310,361 +2%
Ameriprise
4
Ameriprise
Minnesota
$577M +$52.2M +750,186 +11%
HI
5
Horizon Investments
North Carolina
$544M +$47.5M +681,952 +10%
Morgan Stanley
6
Morgan Stanley
New York
$468M -$421M -6,053,517 -49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$392M -$26.5M -380,769 -7%
EH
8
Equitable Holdings
New York
$370M +$15M +216,080 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$362M +$71M +1,019,994 +26%
VA
10
Valmark Advisers
Ohio
$359M +$356K +5,110 +0.1%
HWM
11
HB Wealth Management
Georgia
$295M +$16.6M +238,356 +6%
UBS Group
12
UBS Group
Switzerland
$269M +$2.56M +36,734 +1%
DWM
13
Dynasty Wealth Management
Florida
$263M +$250M +3,589,961 New
QWP
14
Quotient Wealth Partners
Texas
$253M +$43.2M +621,142 +22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$252M +$32.2M +462,228 +16%
Bank of America
16
Bank of America
North Carolina
$218M -$58.7M -843,377 -22%
AA
17
Advisory Alpha
Michigan
$211M +$14.4M +206,571 +8%
OWM
18
Orgel Wealth Management
Wisconsin
$207M -$5.36M -76,942 -3%
PAG
19
Private Advisor Group
New Jersey
$200M +$18.7M +268,811 +11%
RA
20
RFG Advisory
Alabama
$192M +$358K +5,145 +0.2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$178M +$52.1M +747,906 +45%
Osaic Holdings
22
Osaic Holdings
Arizona
$171M -$74.4M -1,068,943 -31%
WJA
23
Willis Johnson & Associates
Texas
$164M -$6.77M -97,338 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$162M -$16.6M -238,665 -10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$160M +$113M +1,619,888 +283%