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 %
TPA
951
Trivium Point Advisory
Connecticut
$224K -$230K -2,615 -51%
TB
952
Terril Brothers
Missouri
$223K – – –
MAM
953
Mainsail Asset Management
Alabama
$221K – – –
AGWCA
954
Annis Gardner Whiting Capital Advisors
Florida
$220K – – –
HW
955
Hancock Whitney
Mississippi
$219K – – –
RDWM
956
Red Door Wealth Management
Tennessee
$216K +$216K +2,458 New
FWP
957
FAS Wealth Partners
Kansas
$215K +$352 +4 +0.2%
WF
958
WoodTrust Financial
Wisconsin
$214K – – –
RCM
959
Raleigh Capital Management
North Carolina
$213K – – –
TWC
960
TD Waterhouse Canada
Ontario, Canada
$213K -$19.3K -220 -8%
LAS
961
Lloyd Advisory Services
Georgia
$211K +$211K +2,399 New
SVWAG
962
Sound View Wealth Advisors Group
Georgia
$209K +$209K +2,375 New
BFA
963
Beaumont Financial Advisors
Massachusetts
$208K +$208K +2,368 New
SG
964
StoneX Group
New York
$208K +$208K +2,364 New
PSFG
965
Park Square Financial Group
Georgia
$207K +$207K +2,353 New
NA
966
Novus Advisors
South Carolina
$206K +$206K +2,346 New
AIA
967
AssuredPartners Investment Advisors
Florida
$206K +$206K +2,343 New
NG
968
Novem Group
New York
$205K +$205K +2,334 New
PA
969
Parallel Advisors
California
$204K +$11.3K +129 +6%
GSEP
970
Golden State Equity Partners
California
$201K -$25.1K -286 -11%
SWC
971
Spectrum Wealth Counsel
Indiana
$201K – – –
FTWA
972
Fifth Third Wealth Advisors
Ohio
$200K +$200K +2,280 New
AIP
973
Ameritas Investment Partners
Nebraska
$191K -$1.4M -15,944 -88%
NCM
974
Northwest Capital Management
Oregon
$185K – – –
AIM
975
Acropolis Investment Management
Missouri
$183K +$183K +2,087 New
37 38
39
40 41