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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 %
PPP
501
Private Portfolio Partners
New Jersey
$2.2M +$27K +307 +1%
OIA
502
OneDigital Investment Advisors
Kansas
$2.2M -$130K -1,481 -6%
BWM
503
BlackDiamond Wealth Management
New York
$2.19M +$203K +2,304 +10%
RMAM
504
Raab & Moskowitz Asset Management
New Jersey
$2.17M – – –
FTS
505
Fifth Third Securities
Ohio
$2.13M +$1.19M +13,577 +127%
RW
506
Rede Wealth
Virginia
$2.12M +$167K +1,903 +9%
ACM
507
Advance Capital Management
Michigan
$2.1M +$23.8K +271 +1%
ECG
508
Edge Capital Group
Georgia
$2.1M +$67K +762 +3%
OBWG
509
Onyx Bridge Wealth Group
New York
$2.09M -$133K -1,517 -6%
LA
510
Lifeworks Advisors
Michigan
$2.07M -$201K -2,290 -9%
GWP
511
Gateway Wealth Partners
Wisconsin
$2.06M -$69.5K -791 -3%
KMWM
512
Keudell/Morrison Wealth Management
Oregon
$2.06M +$154K +1,757 +8%
MP
513
McDonald Partners
Ohio
$2.05M -$95.5K -1,087 -4%
MWM
514
Mission Wealth Management
California
$2.04M -$15.8K -180 -0.8%
WAM
515
WNY Asset Management
New York
$2.01M +$2.64K +30 +0.1%
RCAG
516
Rehmann Capital Advisory Group
Michigan
$1.98M +$116K +1,314 +6%
SWP
517
Strategic Wealth Partners
Ohio
$1.97M -$614K -6,661 -24%
CAG
518
Csenge Advisory Group
Florida
$1.96M +$1.3M +14,826 +199%
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$1.96M -$9.49K -108 -0.5%
IMC Chicago
520
IMC Chicago
Illinois
$1.96M -$1.08M -12,320 -36%
SW
521
Simplicity Wealth
New Jersey
$1.95M -$42.7K -486 -2%
SF
522
Safeguard Financial
Wisconsin
$1.94M -$319K -3,624 -14%
ML
523
McAdam LLC
Pennsylvania
$1.92M +$36.5K +415 +2%
WA
524
Win Advisors
Florida
$1.91M +$1.91M +21,752 New
CFP
525
Curran Financial Partners
South Carolina
$1.9M -$48.9K -556 -3%
19 20
21
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