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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 %
CFB
1001
Cullen/Frost Bankers
Texas
$109K +$109K +1,242 New
JFGIW
1002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K +$60.8K +674 +129%
CTC
1003
Central Trust Company
Missouri
$108K – – –
CAL
1004
Capital Advisors Ltd
Ohio
$104K – – –
FFWM
1005
Future Financial Wealth Management
Ohio
$102K – – –
PWM
1006
Provident Wealth Management
Tennessee
$102K – – –
PWMG
1007
Prestige Wealth Management Group
New Jersey
$101K – – –
LWA
1008
Lowe Wealth Advisors
Maryland
$98.8K +$47.7K +543 +93%
BCMLT
1009
Beacon Capital Management LLC (Tennessee)
Tennessee
$97.9K – – –
RWPA
1010
Richard W. Paul & Associates
Michigan
$97.1K -$8K -91 -8%
AAG
1011
Armstrong Advisory Group
Massachusetts
$91.5K -$5.89K -67 -6%
NSIM
1012
North Star Investment Management
Illinois
$90.7K +$90.7K +1,032 New
CSC
1013
Caldwell Sutter Capital
California
$87.9K – – –
FIA
1014
FPC Investment Advisory
California
$83.8K +$83.8K +929 New
WT
1015
Whittier Trust
California
$83K +$3.52K +40 +4%
WAS
1016
Winch Advisory Services
Wisconsin
$82.7K -$2.72K -31 -3%
CMP
1017
Coston McIsaac & Partners
Maine
$82K -$17.2K -196 -17%
HFS
1018
Hantz Financial Services
Michigan
$77K – – –
TC
1019
Truvestments Capital
Florida
$75.3K – – –
CAM
1020
Costello Asset Management
Pennsylvania
$73.4K +$25.5K +290 +53%
SIC
1021
Salem Investment Counselors
North Carolina
$71.7K – – –
KBFS
1022
Kohmann Bosshard Financial Services
Ohio
$69.3K +$69.3K +789 New
OLVIG
1023
Oliver Lagore Vanvalin Investment Group
Michigan
$67.9K -$29K -330 -30%
SIS
1024
Sound Income Strategies
Florida
$66.3K -$22.9K -260 -26%
DSC
1025
Duncker Streett & Co
Missouri
$65.9K – – –
39 40
41
42 43