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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,086 hedge funds and large institutions have $23.1B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 447 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
-40
Holders Change %
-3.55%
% of All Funds
14.75%
Holding in Top 10
185
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-11.06%
% of All Funds
2.51%
New
73
Increased
447
Reduced
416
Closed
89
Calls
$53.3M
Puts
$10.3M
Net Calls
+$43M
Net Calls Change
-$55.9M

Top Buyers

1
LPL Financial
LPL Financial
California
+$165M
2
SCM
SCS Capital Management
Massachusetts
+$69.9M
3
Ameriprise
Ameriprise
Minnesota
+$46.9M
4
HighTower Advisors
HighTower Advisors
Illinois
+$44.5M
5
OWM
Orgel Wealth Management
Wisconsin
+$30.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$890M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$290M
3
CWM
Connecticut Wealth Management
Connecticut
-$212M
4
IAA
Independent Advisor Alliance
North Carolina
-$127M
5
BCI
Brinker Capital Investments
Pennsylvania
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCFG
451
New Century Financial Group
New Jersey
$2.55M -$2.25M -27,988 -47%
VFA
452
Valeo Financial Advisors
Indiana
$2.55M -$6.19K -77 -0.2%
BTWM
453
Baker Tilly Wealth Management
Wisconsin
$2.46M +$215K +2,677 +10%
SW
454
SkyOak Wealth
Michigan
$2.46M -$226K -2,811 -8%
CFS
455
Compass Financial Services
Iowa
$2.46M +$276K +3,438 +13%
SEA
456
Stegent Equity Advisors
Texas
$2.44M -$259K -3,226 -10%
SFG
457
Shum Financial Group
California
$2.44M +$7.31K +91 +0.3%
BAM
458
BLKBRD Asset Management
Connecticut
$2.42M +$2.42M +30,110 New
LTL
459
Lowery Thomas LLC
California
$2.41M -$24K -298 -1%
CG
460
Caprock Group
Idaho
$2.39M -$1.77K -22 -0.1%
Citigroup
461
Citigroup
New York
$2.38M +$1.36M +16,863 +132%
CAMG
462
CWA Asset Management Group
Florida
$2.34M +$1.58M +19,629 +206%
VW
463
Vance Wealth
California
$2.33M -$65.3K -813 -3%
VCM
464
Virtue Capital Management
Tennessee
$2.33M +$1.78M +22,213 +327%
CCC
465
Compass Capital Corp
Massachusetts
$2.32M -$419K -5,685 -15%
MAMG
466
Milestone Asset Management Group
Connecticut
$2.31M +$264K +3,286 +13%
CAS
467
Coppell Advisory Solutions
Texas
$2.31M -$287K -3,505 -11%
GSIS
468
Global Strategic Investment Solutions
Arizona
$2.3M +$2.89K +36 +0.1%
BFF
469
Byrne Financial Freedom
Massachusetts
$2.3M +$1.05K +13 +0%
FNWA
470
Financial Network Wealth Advisors
Utah
$2.27M +$57.7K +718 +3%
ISB
471
Iowa State Bank
Iowa
$2.27M -$461K -5,739 -17%
KMWM
472
Keudell/Morrison Wealth Management
Oregon
$2.26M +$381K +4,746 +20%
PIS
473
POM Investment Strategies
North Carolina
$2.25M +$2.25M +28,039 New
MWM
474
Mascagni Wealth Management
Mississippi
$2.23M – – –
LWM
475
Lionshead Wealth Management
New York
$2.23M -$650K -8,090 -23%
17 18
19
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