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 %
DL
851
DOHJ LLC
Washington
$334K +$615 +7 +0.2%
LWA
852
LifeGoal Wealth Advisors
New York
$333K +$333K +3,794 New
KTA
853
Keeley-Teton Advisors
Illinois
$330K – – –
JIC
854
Johnson Investment Counsel
Ohio
$328K +$104K +1,187 +47%
PI
855
PFG Investments
New York
$327K +$327K +3,721 New
RIA
856
Realta Investment Advisors
Delaware
$326K +$173K +1,931 +112%
CIA
857
Cape Investment Advisory
Georgia
$326K +$21.3K +242 +7%
SFS
858
Stiles Financial Services
Minnesota
$326K -$4.83K -55 -1%
AF
859
Amara Financial
California
$325K +$439 +5 +0.1%
PPWP
860
Proquility Private Wealth Partners
Nevada
$322K – – –
KLI
861
Kelman-Lazarov Inc
Tennessee
$322K – – –
RWM
862
RBA Wealth Management
California
$321K +$25.7K +292 +9%
LFAS
863
Level Four Advisory Services
Texas
$321K -$527 -6 -0.2%
BFG
864
Bleakley Financial Group
New Jersey
$319K +$3.69K +42 +1%
MAS
865
Madden Advisory Services
Florida
$319K -$527 -6 -0.2%
SFG
866
Snider Financial Group
Washington
$317K -$4.4K -50 -1%
IWS
867
Insight Wealth Strategies
California
$315K +$527 +6 +0.2%
NL
868
NWAM LLC
Washington
$310K +$20.2K +230 +7%
QCM
869
QRG Capital Management
Illinois
$309K +$27.9K +317 +10%
DAS
870
Dynamic Advisor Solutions
Arizona
$307K -$125K -1,418 -29%
GA
871
Guerra Advisors
Florida
$306K +$306K +3,480 New
AA
872
AlphaMark Advisors
Kentucky
$305K +$12.4K +141 +4%
TWM
873
Topsail Wealth Management
North Carolina
$303K +$303K +3,451 New
OW
874
Olistico Wealth
Oklahoma
$303K – – –
DWT
875
Dorsey & Whitney Trust
South Dakota
$301K – – –
33 34
35
36 37