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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 %
BAS
751
Breakthru Advisory Services
Wisconsin
$521K +$521K +5,929 New
YIH
752
Y-Intercept (HK)
Hong Kong
$517K +$517K +5,876 New
ACI
753
Alpha Cubed Investments
California
$516K – – –
JCM
754
Jacobi Capital Management
Pennsylvania
$514K -$26.4K -300 -5%
DFG
755
Delta Financial Group
New Jersey
$513K – – –
RSS
756
Rosenblum Silverman Sutton
California
$513K -$7.03K -80 -1%
VF
757
Vawter Financial
Ohio
$512K -$78.7K -895 -13%
SW
758
SteelPeak Wealth
California
$512K +$23K +262 +5%
TSS
759
Two Sigma Securities
New York
$511K -$33.8K -385 -6%
IAS
760
Insigneo Advisory Services
Florida
$510K +$510K +5,803 New
TCM
761
Tandem Capital Management
New Jersey
$509K -$35.2K -400 -6%
EAM
762
Everstar Asset Management
North Carolina
$507K – – –
DCM
763
Donaldson Capital Management
Indiana
$505K +$37.8K +430 +8%
CFD
764
Creative Financial Designs
Indiana
$505K -$17K -193 -3%
HVIA
765
Hudson Valley Investment Advisors
New York
$503K -$33.4K -380 -6%
CWM
766
Centurion Wealth Management
Virginia
$503K -$48.3K -549 -9%
IAN
767
Integrated Advisors Network
Texas
$502K -$6.15K -70 -1%
JFG
768
Jefferies Financial Group
New York
$500K +$500K +5,694 New
FPWM
769
FSB Premier Wealth Management
Iowa
$499K +$45.7K +520 +10%
MCWS
770
McKinley Carter Wealth Services
West Virginia
$498K +$264 +3 +0.1%
BL
771
Balentine LLC
Georgia
$494K +$88 +1 +0%
IAS
772
IMA Advisory Services
Colorado
$491K +$491K +5,585 New
BlackRock
773
BlackRock
New York
$489K +$489K +5,558 New
SWA
774
Strategies Wealth Advisors
Michigan
$488K -$60K -656 -11%
AWM
775
Aviso Wealth Management
Washington
$486K -$11.4K -130 -2%
29 30
31
32 33