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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 %
PWM
426
PMG Wealth Management
Illinois
$3.31M +$3.31M +37,604 New
AT
427
Arlington Trust
Alabama
$3.3M +$3.27M +37,166 +11,228%
CA
428
Continuum Advisory
Idaho
$3.3M +$10.7K +122 +0.3%
CCC
429
Compass Capital Corp
Massachusetts
$3.27M +$3.27M +37,182 New
SFP
430
Shepherd Financial Partners
Massachusetts
$3.26M +$22.9K +260 +0.7%
NF
431
Nvest Financial
New Hampshire
$3.23M +$555K +6,318 +21%
MCC
432
Money Concepts Capital
Florida
$3.22M +$25.6K +291 +0.8%
LFG
433
Larson Financial Group
Missouri
$3.16M -$736K -8,375 -19%
HAM
434
Hickory Asset Management
Ohio
$3.16M +$3.16M +35,921 New
LWM
435
Lionshead Wealth Management
New York
$3.15M +$3.15M +35,836 New
MWC
436
MBM Wealth Consultants
Missouri
$3.15M +$87.2K +992 +3%
FIC
437
FCG Investment Company
Tennessee
$3.13M +$227K +2,586 +8%
NG
438
Norden Group
Utah
$3.12M +$769K +8,751 +33%
BBP
439
Banco BTG Pactual
Brazil
$3.1M -$574K -6,536 -16%
RDIA
440
RE Dickinson Investment Advisors
Iowa
$3.08M +$75.6K +86 +3%
AWAU
441
Alliance Wealth Advisors (Utah)
Utah
$3.07M +$1.04M +11,801 +51%
NEWAS
442
N.E.W. Advisory Services
Wisconsin
$3.07M +$70.6K +803 +2%
CPC
443
Consolidated Planning Corp
Georgia
$3.06M +$3.06M +34,835 New
William Blair & Company
444
William Blair & Company
Illinois
$3.04M +$88.1K +1,002 +3%
CI
445
Cavalier Investments
Georgia
$3.03M +$3.03M +34,421 New
WP
446
WealthShield Partners
North Carolina
$3M +$162K +1,840 +6%
WAG
447
Winthrop Advisory Group
Massachusetts
$2.98M +$164K +1,863 +6%
TI
448
Tidal Investments
Wisconsin
$2.98M -$197K -2,246 -6%
ISB
449
Iowa State Bank
Iowa
$2.98M -$134K -1,528 -4%
KFS
450
Kelly Financial Services
Massachusetts
$2.96M +$2.96M +33,720 New
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