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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,143 hedge funds and large institutions have $28.8B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 487 increasing their positions, 390 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+57
Holders Change %
+5.25%
% of All Funds
15.33%
Holding in Top 10
200
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.11%
% of All Funds
2.68%
New
126
Increased
487
Reduced
390
Closed
36
Calls
$32.4M
Puts
$14M
Net Calls
+$18.5M
Net Calls Change
-$24.6M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$975M
2
KIM
Kestra Investment Management
Texas
$385M
3
Truist Financial
Truist Financial
North Carolina
$196M
4
LPL Financial
LPL Financial
California
$3.61B
5
Ameriprise
Ameriprise
Minnesota
$939M

Top Sellers

1
TC
TownSquare Capital
Utah
$27.2M
2
RA
RFG Advisory
Alabama
$79M
3
DWM
Dynasty Wealth Management
Florida
$295M
4
EH
Equitable Holdings
New York
$510M
5
PS
Principal Securities
Iowa
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
301
Founders Capital Management (Texas)
Texas
$8.34M +$210K +2,204 +3%
UAG
302
United Advisor Group
Ohio
$8.33M +$1.67M +17,471 +25%
LA
303
LexAurum Advisors
Kansas
$8.31M +$2.53M +26,502 +44%
FA
304
FDx Advisors
Illinois
$8.3M +$8.3M +87,060 New
CFGF
305
Compass Financial Group (Florida)
Florida
$8.29M +$136K +1,425 +2%
TFA
306
Tobias Financial Advisors
Florida
$8.25M +$1.41M +14,809 +21%
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$8.21M +$6.68M +70,085 +438%
SL
308
Salomon & Ludwin
Virginia
$8.16M +$3.29M +34,638 +68%
BBWP
309
Beacon Bridge Wealth Partners
Pennsylvania
$8.09M +$11.3K +119 +0.1%
VVP
310
Venture Visionary Partners
Ohio
$8.06M +$1.06M +11,171 +15%
KFI
311
Key Financial Inc
Pennsylvania
$7.96M +$81.6K +856 +1%
PIS
312
POM Investment Strategies
North Carolina
$7.95M +$5.28M +55,366 +197%
MWA
313
Motive Wealth Advisors
Michigan
$7.91M +$1.61M +16,875 +26%
DWM
314
DecisionMap Wealth Management
Virginia
$7.86M +$227K +2,382 +3%
WFA
315
Wellspring Financial Advisors
Ohio
$7.76M -$212K -2,227 -3%
FC
316
Financial Council
Maryland
$7.74M +$152K +1,593 +2%
MWM
317
Marion Wealth Management
Pennsylvania
$7.7M +$128K +1,343 +2%
UF
318
Univest Financial
Pennsylvania
$7.67M +$904K +9,488 +13%
OAM
319
Occidental Asset Management
California
$7.48M +$56.1K +589 +0.8%
TW
320
TritonPoint Wealth
Maryland
$7.43M -$169K -1,771 -2%
OHIS
321
Oak Harvest Investment Services
Texas
$7.36M -$629K -6,594 -8%
Cerity Partners
322
Cerity Partners
New York
$7.34M +$668K +7,003 +10%
WIM
323
WealthPlan Investment Management
Nebraska
$7.33M +$2.7M +28,309 +58%
AWM
324
Avior Wealth Management
Nebraska
$7.22M -$127K -1,332 -2%
ITB
325
Idaho Trust Bank
Idaho
$7.2M -$261K -2,738 -3%
11 12
13
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