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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 %
MSG
1101
Main Street Group
Virginia
$6.28K -$27K -310 -81%
AWM
1102
Abound Wealth Management
Tennessee
$5.84K -$8.94K -101 -60%
PWA
1103
Principia Wealth Advisory
Texas
$5.71K +$5.71K +65 New
CAWM
1104
Capital A Wealth Management
Pennsylvania
$5.27K +$5.27K +60 New
TCM
1105
TD Capital Management
Tennessee
$5.21K – – –
RBC
1106
Roble Belko & Company
Pennsylvania
$5K – – –
VCM
1107
Versant Capital Management
Arizona
$4.75K – – –
FP
1108
Financial Perspectives
Minnesota
$4.75K +$4.75K +54 New
BHWM
1109
Beaird Harris Wealth Management
Texas
$4.48K – – –
PPA
1110
Painted Porch Advisors
California
$4.05K +$4.05K +46 New
LCM
1111
Logan Capital Management
Pennsylvania
$3.52K +$3.52K +40 New
BOJHT
1112
Bank of Jackson Hole Trust
Wyoming
$3.43K +$3.43K +39 New
MA
1113
Montag & Associates
Georgia
$3.33K -$1.67K -19 -33%
WPA
1114
West Paces Advisors
Georgia
$3.16K +$3.16K +36 New
BL
1115
BFSG LLC
California
$3.08K +$3.08K +35 New
WWA
1116
Wingate Wealth Advisors
Massachusetts
$2.76K +$2.76K +31 New
MCM
1117
Manchester Capital Management
Vermont
$2.12K +$794 +9 +60%
PP
1118
Pacifica Partners
Canada
$2.11K – – –
CJH
1119
Christopher J. Hasenberg
Wisconsin
$1.76K – – –
T
1120
Transce3nd
Texas
$1.76K +$1.76K +20 New
CWM
1121
Centricity Wealth Management
Ohio
$1.76K +$1.76K +20 New
NWWA
1122
New Wave Wealth Advisors
Arkansas
$879 +$879 +10 New
EFP
1123
EnRich Financial Partners
Wisconsin
$703 – – –
TF
1124
Tompkins Financial
New York
$527 -$439 -5 -45%
SHF
1125
Safe Harbor Fiduciary
Florida
$527 – – –
43 44
45
46 47