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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 %
MAS
826
Meeder Advisory Services
Ohio
$371K +$51.8K +589 +16%
FG
827
Fiduciary Group
Georgia
$370K -$50.3K -572 -12%
TAM
828
TCP Asset Management
Ohio
$368K – – –
PAG
829
Paladin Advisory Group
Iowa
$367K -$8.35K -95 -2%
CWMGP
830
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$366K -$3.34K -38 -0.9%
AR
831
Apeiron RIA
Texas
$364K +$176 +2 +0%
CB
832
Chris Bulman
California
$361K -$21.9K -249 -6%
CAM
833
Concorde Asset Management
Michigan
$360K +$360K +4,101 New
IF
834
Ironwood Financial
Arizona
$360K +$360K +4,097 New
AWA
835
Acorn Wealth Advisors
Michigan
$360K -$77.1K -877 -18%
SCG
836
Sonata Capital Group
Washington
$356K – – –
TI
837
Trexquant Investment
Connecticut
$352K -$239K -2,723 -40%
DCM
838
Delta Capital Management
New Jersey
$352K +$352K +4,000 New
FTA
839
Financial & Tax Architects
Missouri
$351K +$351K +3,992 New
P
840
&Partners
Tennessee
$349K +$90.6K +1,014 +35%
FI
841
FWG Investments
Kentucky
$349K +$615 +7 +0.2%
AFA
842
Antonelli Financial Advisors
Michigan
$348K +$348K +3,954 New
FWP
843
Falcon Wealth Planning
California
$347K +$347K +3,950 New
DSA
844
Droms Strauss Advisors
Missouri
$347K – – –
CGPCS
845
Capital Group Private Client Services
California
$344K +$344K +3,917 New
NCTC
846
New Covenant Trust Company
Indiana
$343K – – –
BWL
847
Bogart Wealth LLC
Virginia
$340K -$12.4K -141 -4%
BFS
848
Bradley Foster & Sargent
Connecticut
$337K +$337K +3,838 New
JWCA
849
J.W. Coons Advisors
Ohio
$336K -$25.5K -290 -7%
KWM
850
Keebeck Wealth Management
Illinois
$335K +$335K +3,809 New
32 33
34
35 36