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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
$1.48B
2
CCMG
Clark Capital Management Group
Pennsylvania
$318M
3
DWM
Dynasty Wealth Management
Florida
$311M
4
LPL Financial
LPL Financial
California
$2.99B
5
CWM
Connecticut Wealth Management
Connecticut
$275M

Top Sellers

1
AF
Allworth Financial
California
$1.13B
2
HI
Horizon Investments
North Carolina
$490M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.77B
4
MCM
Mainstay Capital Management
Michigan
$108M
5
FCAS
First Command Advisory Services
Texas
$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
976
Bessemer Group
New Jersey
$173K – – –
EB
977
Eastern Bank
Massachusetts
$171K – – –
RIL
978
Rothschild Investment LLC
Illinois
$168K -$26K -296 -13%
NWM
979
Nova Wealth Management
Florida
$165K +$165K +1,882 New
AW
980
Avion Wealth
Texas
$164K -$3.95K -45 -2%
RFS
981
Richardson Financial Services
Massachusetts
$164K +$73K +823 +80%
IBOK
982
Independence Bank of Kentucky
Kentucky
$160K – – –
MFA
983
Morling Financial Advisors
California
$157K – – –
BLC
984
Brown, Lisle/Cummings
Rhode Island
$156K – – –
Kayne Anderson Rudnick Investment Management
985
Kayne Anderson Rudnick Investment Management
California
$150K – – –
HPC
986
HM Payson & Co
Maine
$148K -$8.79K -100 -6%
CT
987
Colonial Trust
South Carolina
$142K -$26.8K -305 -16%
MWM
988
Mascoma Wealth Management
New Hampshire
$141K – – –
CBT
989
Crews Bank & Trust
Florida
$137K +$137K +1,563 New
MAM
990
Marquette Asset Management
Minnesota
$134K – – –
CSWM
991
Cassady Schiller Wealth Management
Ohio
$129K – – –
NB
992
NBT Bank
New York
$120K – – –
GTAM
993
Global Trust Asset Management
Florida
$118K -$4.75K -54 -4%
VWWMG
994
Vermillion & White Wealth Management Group
Pennsylvania
$118K – – –
SOAMC
995
Spirit of America Management Corp
New York
$118K +$47.1K +536 +67%
CIR
996
Clear Investment Research
Georgia
$117K +$176 +2 +0.2%
MMCM
997
Murphy & Mullick Capital Management
New York
$114K +$114K +1,299 New
CWM
998
Copia Wealth Management
Oregon
$113K +$113K +1,283 New
FG
999
Fairman Group
Pennsylvania
$110K – – –
National Bank of Canada
1000
National Bank of Canada
Quebec, Canada
$109K – – –
38 39
40
41 42