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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 %
CIC
926
Cutler Investment Counsel
Oregon
$242K – – –
EAM
927
Evanson Asset Management
California
$242K – – –
WLIM
928
White Lighthouse Investment Management
Massachusetts
$241K +$241K +2,739 New
QFA
929
Quantum Financial Advisors
California
$240K -$799K -9,086 -77%
DC
930
Davenport & Co
Virginia
$240K – – –
TPW
931
Talon Private Wealth
Florida
$240K -$22.5K -256 -9%
RCI
932
RS Crum Inc
California
$239K – – –
VBA
933
von Borstel & Associates
Oregon
$239K -$18.8K -214 -7%
LFA
934
Laraway Financial Advisors
Minnesota
$237K +$22.1K +251 +10%
FPW
935
Fairvoy Private Wealth
Alabama
$237K +$237K +2,694 New
RWP
936
RWA Wealth Partners
Massachusetts
$234K – – –
MSF
937
Mustard Seed Financial
Arkansas
$234K -$88 -1 -0%
CAM
938
Clark Asset Management
New Hampshire
$233K – – –
PT
939
Plimoth Trust
Massachusetts
$233K +$233K +2,647 New
MWM
940
Maltin Wealth Management
New Jersey
$232K +$440 +5 +0.2%
DADC
941
D.A. Davidson & Co
Montana
$231K +$176 +2 +0.1%
SCA
942
Sandy Cove Advisors
Massachusetts
$230K -$5.27K -60 -2%
WS
943
Wedbush Securities
California
$230K -$9.56K -109 -4%
FFW
944
Fusion Family Wealth
New York
$229K – – –
BSSFA
945
Baron Silver Stevens Financial Advisors
Florida
$229K +$229K +2,600 New
TWM
946
TCFG Wealth Management
California
$228K +$228K +2,597 New
CWG
947
Cornerstone Wealth Group
North Carolina
$227K +$227K +2,582 New
MAM
948
MWA Asset Management
Massachusetts
$226K -$7.47K -85 -3%
MWM
949
MGB Wealth Management
Texas
$226K +$8.79K +100 +4%
BOSSRA
950
B.O.S.S. Retirement Advisors
Utah
$224K -$170K -1,937 -43%
36 37
38
39 40