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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,126 hedge funds and large institutions have $31B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 427 increasing their positions, 375 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
+114
Holders Change %
+11.26%
% of All Funds
14.99%
Holding in Top 10
208
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+17.51%
% of All Funds
2.77%
New
187
Increased
427
Reduced
375
Closed
48
Calls
$107M
Puts
$8.4M
Net Calls
+$99M
Net Calls Change
+$82.9M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$945M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$317M
3
DWM
Dynasty Wealth Management
Florida
+$311M
4
LPL Financial
LPL Financial
California
+$230M
5
CWM
Connecticut Wealth Management
Connecticut
+$181M

Top Sellers

1
AF
Allworth Financial
California
-$85.4M
2
HI
Horizon Investments
North Carolina
-$80.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$43.1M
4
MCM
Mainstay Capital Management
Michigan
-$41.1M
5
FCAS
First Command Advisory Services
Texas
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
326
DecisionMap Wealth Management
Virginia
$6.36M +$6.36M +72,332 New
WWA
327
Wealth Watch Advisors
Colorado
$6.35M +$6.35M +72,204 New
DWM
328
Denver Wealth Management
Colorado
$6.23M -$18.8K -214 -0.3%
BBA
329
Braun-Bostich & Associates
Pennsylvania
$6.16M -$270K -3,074 -4%
SAI
330
Systematic Alpha Investments
New Jersey
$6.15M – – –
ODIJL
331
One Day In July LLC
Vermont
$6.15M -$374K -4,253 -6%
PWP
332
PrairieView Wealth Partners
Illinois
$6.14M -$158K -1,802 -3%
ST
333
Sabal Trust
Florida
$6.14M – – –
Cerity Partners
334
Cerity Partners
New York
$6.1M -$716K -8,156 -11%
MA
335
MONECO Advisors
Connecticut
$6.06M +$3.09M +35,119 +104%
MWA
336
Motive Wealth Advisors
Michigan
$6.04M -$1.36M -15,494 -18%
ASN
337
Advisory Services Network
Georgia
$5.93M -$5.55M -63,152 -48%
OAM
338
Oppenheimer Asset Management
New York
$5.85M +$165K +1,874 +3%
SWA
339
Stratos Wealth Advisors
Ohio
$5.78M +$53.3K +606 +0.9%
BA
340
Bristlecone Advisors
Washington
$5.75M +$204K +2,323 +4%
UCFA
341
United Capital Financial Advisors
Texas
$5.74M -$512K -5,827 -8%
MWM
342
Meridian Wealth Management
Kentucky
$5.72M -$541K -6,156 -9%
PFG
343
PAX Financial Group
Texas
$5.68M -$66.2K -753 -1%
UF
344
Univest Financial
Pennsylvania
$5.66M +$615K +7,001 +12%
PA
345
PSI Advisors
Florida
$5.61M +$43.3K +493 +0.8%
UAG
346
United Advisor Group
Ohio
$5.52M +$1.94M +22,110 +54%
GA
347
GoalVest Advisory
New York
$5.48M -$269K -3,057 -5%
SWM
348
Spire Wealth Management
Virginia
$5.44M +$341K +3,875 +7%
TFA
349
Tobias Financial Advisors
Florida
$5.43M -$78.1K -888 -1%
SHJ
350
Sharkey, Howes & Javer
Colorado
$5.43M +$1.15M +13,091 +27%
12 13
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