SPYG icon

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 %
SAI
451
Savvy Advisors Inc
New York
$2.96M +$860K +9,788 +41%
SIAS
452
Summit Investment Advisory Services
Minnesota
$2.96M +$69.8K +794 +2%
SEA
453
Stegent Equity Advisors
Texas
$2.95M +$8.88K +101 +0.3%
SFC
454
Strategic Financial Concepts
Texas
$2.94M +$2.31M +26,281 +364%
SW
455
SkyOak Wealth
Michigan
$2.94M -$109K -1,245 -4%
AFM
456
Aspetuck Financial Management
Connecticut
$2.92M +$2.92M +33,196 New
LIA
457
LBMC Investment Advisors
Tennessee
$2.91M +$3.25K +37 +0.1%
WFA
458
Wells Financial Advisors
Massachusetts
$2.9M -$583K -6,634 -17%
MWM
459
Marietta Wealth Management
Georgia
$2.86M – – –
PIFP
460
Partners in Financial Planning
Virginia
$2.86M -$4.4K -50 -0.2%
Betterment LLC
461
Betterment LLC
New York
$2.84M +$241K +2,741 +9%
RFW
462
Rainier Family Wealth
Washington
$2.83M +$2.83M +32,214 New
TCMP
463
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.82M -$2.36M -26,843 -46%
CAS
464
Coppell Advisory Solutions
Texas
$2.8M -$340K -3,837 -11%
GEA
465
Glen Eagle Advisors
New Jersey
$2.8M -$786K -8,942 -22%
VFA
466
Valeo Financial Advisors
Indiana
$2.79M +$205K +2,331 +8%
EWA
467
EP Wealth Advisors
California
$2.77M -$162K -1,843 -6%
AQR Capital Management
468
AQR Capital Management
Connecticut
$2.76M +$941K +10,708 +52%
HFA
469
Hershey Financial Advisers
Pennsylvania
$2.74M +$2.74M +31,154 New
FIA
470
Foundations Investment Advisors
Arizona
$2.71M -$2.08M -23,620 -43%
PNC Financial Services Group
471
PNC Financial Services Group
Pennsylvania
$2.7M +$1.06M +12,004 +64%
FF
472
Financial Futures
New Jersey
$2.69M -$1.83M -20,815 -40%
CW
473
CreativeOne Wealth
Kansas
$2.69M +$1.56M +17,725 +138%
LTL
474
Lowery Thomas LLC
California
$2.66M -$21.4K -243 -0.8%
SFG
475
Shum Financial Group
California
$2.66M +$36.4K +414 +1%
17 18
19
20 21