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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,144 hedge funds and large institutions have $28.8B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 487 increasing their positions, 390 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+58
Holders Change %
+5.34%
% of All Funds
15.34%
Holding in Top 10
200
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.11%
% of All Funds
2.68%
New
127
Increased
487
Reduced
390
Closed
36
Calls
$32.4M
Puts
$14M
Net Calls
+$18.5M
Net Calls Change
-$24.6M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$426M
2
KIM
Kestra Investment Management
Texas
+$194M
3
Truist Financial
Truist Financial
North Carolina
+$171M
4
LPL Financial
LPL Financial
California
+$170M
5
Ameriprise
Ameriprise
Minnesota
+$107M

Top Sellers

1
TC
TownSquare Capital
Utah
-$374M
2
RA
RFG Advisory
Alabama
-$202M
3
DWM
Dynasty Wealth Management
Florida
-$63M
4
EH
Equitable Holdings
New York
-$54.1M
5
PS
Principal Securities
Iowa
-$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
551
Camden National Bank
Maine
$1.81M +$227K +2,378 +14%
RWM
552
Rialto Wealth Management
New York
$1.81M -$572 -6 -0%
TCWA
553
Turtle Creek Wealth Advisors
Texas
$1.8M – – –
HAS
554
HBW Advisory Services
California
$1.79M -$16.3K -171 -0.9%
SMF
555
Scott Marsh Financial
Utah
$1.78M +$1.78M +18,672 New
FDW
556
Fourth Dimension Wealth
Ohio
$1.76M -$125K -1,315 -7%
TBWA
557
Three Bridge Wealth Advisors
California
$1.73M – – –
ML
558
McAdam LLC
Pennsylvania
$1.73M +$15.7K +165 +0.9%
VFA
559
Voya Financial Advisors
Connecticut
$1.73M +$1.73M +18,253 New
SWP
560
Strategic Wealth Partners
Ohio
$1.72M +$1.72M +18,046 New
AFWM
561
AMJ Financial Wealth Management
Virginia
$1.72M +$12.9K +135 +0.8%
SIA
562
Summit Investment Advisors
Maryland
$1.71M -$6.48K -67 -0.4%
WPC
563
White Pine Capital
Minnesota
$1.71M +$26.2K +275 +2%
MCA
564
Magnolia Capital Advisors
Mississippi
$1.71M +$418K +4,389 +32%
OAS
565
Optivise Advisory Services
Tennessee
$1.71M -$26K -273 -2%
CWG
566
Cornerstone Wealth Group
North Carolina
$1.7M +$692K +7,262 +69%
LA
567
Lifeworks Advisors
Michigan
$1.7M -$28.1K -295 -2%
MG
568
Mather Group
Illinois
$1.7M +$168K +1,766 +11%
SIAS
569
Summit Investment Advisory Services
Minnesota
$1.69M -$1.37M -14,354 -45%
AWM
570
Apollon Wealth Management
South Carolina
$1.66M +$154K +1,617 +10%
LA
571
Latitude Advisors
Florida
$1.65M +$16.7K +175 +1%
TSWM
572
Tyler-Stone Wealth Management
Ohio
$1.64M +$45.2K +474 +3%
IP
573
Ignite Planners
California
$1.63M -$38.7K -398 -2%
PA
574
Pinnacle Associates
New York
$1.62M – – –
VWA
575
Visionary Wealth Advisors
Illinois
$1.62M -$446K -4,678 -22%
21 22
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