SPYG icon

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 %
JSW
501
Journey Strategic Wealth
New Jersey
$1.81M -$558K -6,946 -24%
SSW
502
Stone Summit Wealth
Florida
$1.81M +$92.4K +1,150 +5%
PFA
503
Pinnacle Family Advisors
Missouri
$1.8M -$2.56M -31,899 -59%
MGIA
504
Moneta Group Investment Advisors
Missouri
$1.8M +$253K +3,149 +16%
RMAM
505
Raab & Moskowitz Asset Management
New Jersey
$1.77M -$218K -2,715 -11%
PIA
506
Pinion Investment Advisors
Kansas
$1.77M +$832K +10,348 +89%
Pathstone Holdings
507
Pathstone Holdings
New Jersey
$1.76M +$603K +7,505 +52%
SF
508
Safeguard Financial
Wisconsin
$1.75M -$22.7K -282 -1%
Bank of Montreal
509
Bank of Montreal
Ontario, Canada
$1.74M +$238K +2,957 +16%
VWA
510
Visionary Wealth Advisors
Illinois
$1.74M +$572K +7,113 +49%
MOS
511
MGO One Seven
Ohio
$1.72M -$2.12M -26,417 -55%
MSS
512
Mitchell Sinkler & Starr
Pennsylvania
$1.71M +$155K +1,925 +10%
SCP
513
Stevens Capital Partners
Nebraska
$1.66M +$920K +11,445 +124%
KCIC
514
Kuhn & Co Investment Counsel
Illinois
$1.66M +$130K +1,615 +8%
MF
515
Meridian Financial
Massachusetts
$1.63M +$37.7K +469 +2%
BAM
516
Belpointe Asset Management
Nevada
$1.63M -$14.8K -184 -0.9%
BBA
517
BLB&B Advisors
Pennsylvania
$1.63M +$80.8K +1,005 +5%
ECM
518
Evergreen Capital Management
Washington
$1.61M – – –
VPF
519
Vantage Point Financial
Illinois
$1.6M -$89.8K -1,117 -5%
FDW
520
Fourth Dimension Wealth
Ohio
$1.59M +$319K +3,973 +25%
PNC Financial Services Group
521
PNC Financial Services Group
Pennsylvania
$1.55M -$923K -11,479 -37%
OBWG
522
Onyx Bridge Wealth Group
New York
$1.54M -$372K -4,623 -19%
LMKC
523
L.M. Kohn & Company
Ohio
$1.53M +$69.4K +864 +5%
JF
524
Jericho Financial
Ohio
$1.53M -$26.8K -333 -2%
HAS
525
HBW Advisory Services
California
$1.53M +$15K +187 +1%
19 20
21
22 23