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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 %
Bank of Montreal
551
Bank of Montreal
Ontario, Canada
$1.65M +$756K +8,601 +85%
SIA
552
Summit Investment Advisors
Maryland
$1.64M +$1.64M +17,818 New
IF
553
Intrua Financial
Texas
$1.64M +$853K +9,709 +108%
VFPW
554
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.63M -$348K -3,962 -18%
LMKC
555
L.M. Kohn & Company
Ohio
$1.6M +$137K +1,560 +9%
TBWA
556
Three Bridge Wealth Advisors
California
$1.6M – – –
TWM
557
Tradition Wealth Management
Minnesota
$1.59M +$501K +5,700 +46%
AFWM
558
AMJ Financial Wealth Management
Virginia
$1.57M -$172K -1,957 -10%
TFS
559
Thoroughbred Financial Services
Tennessee
$1.56M -$2.55K -29 -0.2%
GPWM
560
Grant Private Wealth Management
California
$1.55M +$1.55M +17,595 New
PWM
561
Perigon Wealth Management
California
$1.54M +$71K +800 +5%
SFPG
562
Stonebridge Financial Planning Group
Florida
$1.52M -$83.8K -953 -5%
WPC
563
White Pine Capital
Minnesota
$1.52M +$37.8K +430 +3%
Kovitz Investment Group Partners
564
Kovitz Investment Group Partners
Illinois
$1.52M +$9.23K +105 +0.6%
TSWM
565
Tyler-Stone Wealth Management
Ohio
$1.51M +$9.76K +111 +0.7%
FDW
566
Fourth Dimension Wealth
Ohio
$1.5M +$1.5M +15,834 New
PA
567
Pinnacle Associates
New York
$1.5M -$592K -6,736 -28%
MA
568
Mutual Advisors
Nebraska
$1.49M -$76.8K -866 -5%
MG
569
Mather Group
Illinois
$1.49M -$35.6K -405 -2%
QWM
570
Quadcap Wealth Management
Texas
$1.49M -$136K -1,543 -8%
AWS
571
Arkfeld Wealth Strategies
Nebraska
$1.46M +$44K +504 +3%
MA
572
MKT Advisors
California
$1.46M +$41.9K +466 +3%
IP
573
Ignite Planners
California
$1.45M -$37.4K -418 -3%
FL
574
FreeGulliver LLC
Louisiana
$1.45M -$144K -1,635 -9%
MMA
575
Miracle Mile Advisors
California
$1.44M +$44.7K +509 +3%
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