SPYG icon

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 %
SIC
801
Samalin Investment Counsel
New York
$427K +$6.59K +75 +2%
BI
802
Ballast Inc
Kentucky
$427K -$13.7K -156 -3%
GFPC
803
Global Financial Private Client
Florida
$426K -$791 -9 -0.2%
AF
804
Arrow Financial
New York
$426K – – –
TAM
805
Tucker Asset Management
Colorado
$424K – – –
ANTB
806
AMG National Trust Bank
Colorado
$422K – – –
SMA
807
Sage Mountain Advisors
Georgia
$421K – – –
FLPIM
808
F.L. Putnam Investment Management
Massachusetts
$415K -$14.5K -165 -3%
CCG
809
Catalina Capital Group
California
$415K +$88 +1 +0%
HWA
810
HHM Wealth Advisors
Tennessee
$414K – – –
FPL
811
Fortress Private Ledger
North Carolina
$411K +$411K +4,679 New
WSFS
812
Wilmington Savings Fund Society
Delaware
$409K – – –
CWM
813
Cahaba Wealth Management
Georgia
$407K – – –
EWM
814
EPG Wealth Management
Georgia
$404K -$5.45K -62 -1%
CIAS
815
Capital Investment Advisory Services
North Carolina
$402K -$1.93K -22 -0.5%
SMC
816
Smith, Moore & Co
Missouri
$402K -$1.49K -17 -0.4%
RWB
817
RMR Wealth Builders
New Jersey
$398K -$36.7K -417 -8%
AP
818
Americana Partners
Texas
$396K – – –
EWM
819
Empirical Wealth Management
Washington
$390K +$150K +1,711 +63%
FCP
820
Fidelis Capital Partners
Florida
$382K +$382K +4,266 New
VFA
821
Voya Financial Advisors
Connecticut
$379K +$379K +4,277 New
SAG
822
SageView Advisory Group
California
$378K +$378K +4,298 New
RFC
823
Regions Financial Corp
Alabama
$377K -$11.6K -132 -3%
AFM
824
Abbot Financial Management
Massachusetts
$374K – – –
Vanguard Group
825
Vanguard Group
Pennsylvania
$371K +$65.9K +750 +22%
31 32
33
34 35