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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 %
Luther King Capital Management (LKCM)
676
Luther King Capital Management (LKCM)
Texas
$811K – – –
WH
677
Willner & Heller
California
$809K -$3.6K -41 -0.4%
LSA
678
Lion Street Advisors
Texas
$804K +$583K +6,630 +263%
WAM
679
Wallington Asset Management
Indiana
$776K -$85.2K -970 -10%
SBIA
680
Sheaff Brock Investment Advisors
Indiana
$770K +$250K +2,846 +48%
AWM
681
Apollon Wealth Management
South Carolina
$767K -$17.8K -203 -2%
HIP
682
HUB Investment Partners
Texas
$757K -$31.3K -356 -4%
PAS
683
PKS Advisory Services
New York
$753K +$753K +8,570 New
6F
684
626 Financial
Michigan
$751K – – –
IHWM
685
Iron Horse Wealth Management
Iowa
$749K -$12K -137 -2%
LWANC
686
Laurel Wealth Advisors (North Carolina)
North Carolina
$746K +$33K +376 +5%
WAG
687
Wallace Advisory Group
California
$745K -$41.7K -503 -5%
ACM
688
Absolute Capital Management
Pennsylvania
$736K +$736K +8,305 New
CS
689
Crescent Sterling
Louisiana
$734K -$6.59K -75 -0.9%
CP
690
Castleview Partners
Texas
$732K -$966 -11 -0.1%
DE
691
Diversified Enterprises
Delaware
$730K +$11.1K +126 +2%
PA
692
Procyon Advisors
Connecticut
$722K -$80.7K -918 -10%
4A
693
4Wealth Advisors
Illinois
$721K +$721K +8,200 New
OCPWS
694
One Charles Private Wealth Services
Massachusetts
$719K +$879 +10 +0.1%
TYCC
695
Texas Yale Capital Corp
Florida
$715K +$46.6K +530 +7%
BC
696
Brio Consultants
California
$712K +$88 +1 +0%
FNBOO
697
First National Bank of Omaha
Nebraska
$709K – – –
SPWM
698
Schrum Private Wealth Management
Florida
$709K -$595K -6,772 -46%
MCA
699
Magnolia Capital Advisors
Mississippi
$697K +$697K +7,929 New
WEG
700
World Equity Group
Illinois
$695K +$695K +7,906 New
26 27
28
29 30