6,513 Shares in SPDR Portfolio S&P 500 Growth ETF $SPYG Acquired by Annex Advisory Services LLC

Group 1: Institutional Holdings - Allworth Financial LP increased its position in SPDR Portfolio S&P 500 Growth ETF by 1.2%, owning 11,348,851 shares valued at $1,081,773,000 after acquiring an additional 131,104 shares [1] - Envestnet Asset Management Inc. raised its stake by 77.6%, now holding 10,227,943 shares worth $974,928,000 after acquiring 4,470,135 shares [1] - Ameriprise Financial Inc. boosted its position by 12.8%, owning 9,853,254 shares valued at $938,988,000 after acquiring 1,120,425 shares [1] - JPMorgan Chase & Co. increased its position by 3.6%, now holding 5,642,681 shares worth $537,860,000 after acquiring 198,401 shares [1] - Orgel Wealth Management LLC grew its stake by 5.5%, owning 3,895,752 shares valued at $371,343,000 after acquiring 202,804 shares [1] - Annex Advisory Services LLC acquired a new position with 6,513 shares valued at approximately $681,000 during the 3rd quarter [5] Group 2: Price Performance - SPDR Portfolio S&P 500 Growth ETF shares opened at $107.64, with a 50-day moving average of $106.42 and a 200-day moving average of $101.87 [2] - The ETF has a market capitalization of $45.24 billion, a price-to-earnings ratio of 32.28, and a beta of 1.11 [2] - The ETF's fifty-two week low is $68.65 and the high is $109.63 [2] Group 3: Company Profile - SPDR S&P 500 Growth ETF aims to provide investment results that correspond to the total return performance of an index tracking equity securities [3] - The ETF matches the returns and characteristics of the S&P 500 Growth Index, which measures the performance of the growth sector in the U.S. equity market [3] - The selection universe for the S&P 500 Index includes all common equities in the United States [3]