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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 %
BW
901
Bison Wealth
Georgia
$272K -$10.4K -118 -4%
CCM
902
Condor Capital Management
New Jersey
$271K -$176 -2 -0.1%
SWIA
903
Solano Wealth Investment Advisors
California
$271K +$271K +3,080 New
EP
904
Edgestream Partners
New Jersey
$271K -$194K -2,208 -42%
RFA
905
Reyes Financial Architecture
California
$269K +$269K +3,058 New
TKP
906
Tallon Kerry Patrick
$268K +$268K +3,053 New
PRTG
907
Post Resch Tallon Group
New York
$268K +$268K +3,053 New
WF
908
Warner Financial
Maryland
$266K +$527 +6 +0.2%
VR
909
Valued Retirements
Texas
$264K – – –
IWC
910
Infinity Wealth Counsel
Ohio
$264K +$264K +3,000 New
SXL
911
Summit X LLC
Missouri
$263K -$3.87K -44 -1%
IP
912
Investment Partners
Ohio
$262K – – –
CW
913
Channel Wealth
California
$261K +$39.5K +449 +18%
OP
914
ORG Partners
Indiana
$261K -$615 -7 -0.2%
SYBT
915
Stock Yards Bank & Trust
Kentucky
$251K – – –
CIA
916
Choate Investment Advisors
Massachusetts
$251K +$251K +2,861 New
DS
917
DRW Securities
Illinois
$251K +$251K +2,861 New
SFM
918
Stack Financial Management
Montana
$247K +$247K +2,812 New
SGCA
919
Steel Grove Capital Advisors
Tennessee
$247K +$247K +2,810 New
HR
920
Howe & Rusling
New York
$247K +$247K +2,806 New
WMWM
921
Whitaker-Myers Wealth Managers
Ohio
$244K +$244K +2,780 New
GCP
922
Gill Capital Partners
Colorado
$244K -$14K -159 -5%
RS
923
Retirement Solution
Washington
$244K -$140K -1,595 -37%
OSNBOA
924
Old Second National Bank of Aurora
Illinois
$244K +$40.3K +458 +20%
SRC
925
Sage Rhino Capital
California
$244K – – –
35 36
37
38 39