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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 %
MAG
876
Mayfair Advisory Group
Alabama
$300K +$300K +3,419 New
AWA
877
Arkadios Wealth Advisors
Georgia
$300K -$9.32K -106 -3%
MAA
878
Matrix Asset Advisors
New York
$300K – – –
BA
879
Ballast Advisors
Minnesota
$298K -$225K -2,558 -43%
KCFA
880
Key Client Fiduciary Advisors
New Jersey
$297K +$9.93K +113 +3%
LWL
881
Leo Wealth LLC
Texas
$297K -$11.5K -131 -4%
CAM
882
Cozad Asset Management
Illinois
$294K +$12K +137 +4%
ES
883
ETF Store
Kansas
$294K +$25.8K +294 +10%
SFB
884
STAR Financial Bank
Indiana
$290K – – –
LSIA
885
LaSalle St. Investment Advisors
Illinois
$287K -$4.13K -47 -1%
SEIA
886
Signature Estate & Investment Advisors
California
$287K +$26.6K +303 +10%
FWM
887
FLP Wealth Management
Arkansas
$285K +$285K +3,238 New
AG
888
AlTi Global
New York
$283K +$176 +2 +0.1%
MIM
889
Moseley Investment Management
Florida
$282K -$25.1K -286 -8%
AWM
890
Able Wealth Management
New Jersey
$279K -$264 -3 -0.1%
EA
891
Eclectic Associates
California
$278K -$59.1K -672 -18%
QT
892
Quantbot Technologies
New York
$278K +$278K +3,160 New
CWM
893
Crowley Wealth Management
Delaware
$277K +$277K +3,156 New
MC
894
Moors & Cabot
Massachusetts
$277K -$27.3K -311 -9%
BJL
895
Brighton Jones LLC
Washington
$277K +$17.9K +204 +7%
CFG
896
Cornerstone Financial Group
Nebraska
$277K +$277K +3,151 New
PFBT
897
Parkside Financial Bank & Trust
Missouri
$277K – – –
SAM
898
Sherman Asset Management
California
$276K +$276K +3,140 New
FNC
899
First National Corp
Massachusetts
$274K -$12K -137 -4%
NWM
900
Napa Wealth Management
California
$273K +$273K +3,103 New
34 35
36
37 38