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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,138 hedge funds and large institutions have $28.8B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 485 increasing their positions, 389 reducing their positions, and 36 closing their positions.

Holders
1,138
Holders Change
+52
Holders Change %
+4.79%
% of All Funds
15.28%
Holding in Top 10
200
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.11%
% of All Funds
2.69%
New
125
Increased
485
Reduced
389
Closed
36
Calls
$28.4M
Puts
$11.4M
Net Calls
+$16.9M
Net Calls Change
-$26.1M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$975M
2
KIM
2
Kestra Investment Management
Texas
$385M
3
Truist Financial
3
Truist Financial
North Carolina
$196M
4
LPL Financial
4
LPL Financial
California
$3.61B
5
Ameriprise
5
Ameriprise
Minnesota
$939M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$27.2M
2
RA
2
RFG Advisory
Alabama
$79M
3
DWM
3
Dynasty Wealth Management
Florida
$295M
4
EH
4
Equitable Holdings
New York
$510M
5
PS
5
Principal Securities
Iowa
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$39.3M 414,289 +238,992 +136%
WCAMG
102
Woodard & Company Asset Management Group
North Carolina
$38.5M 403,939 +3,118 +0.8%
BWFA
103
Baltimore-Washington Financial Advisors
Maryland
$38.5M 403,403 -3,874 -1%
EFL
104
ERn Financial LLC
Wisconsin
$37.7M 395,169 -11,734 -3%
NB
105
Nicolet Bankshares
Wisconsin
$37.6M 394,092 +18,524 +5%
LGW
106
Leslie Global Wealth
Illinois
$37.4M 392,599 -10,218 -3%
GWAG
107
Garrett Wealth Advisory Group
Texas
$37.1M 389,343 -10,036 -3%
SFP
108
Shepherd Financial Partners
Massachusetts
$36.7M 385,186 -14,781 -4%
WC
109
Waterloo Capital
Texas
$35.9M 376,788 +60,672 +19%
KPWS
110
Kestra Private Wealth Services
Texas
$35.8M 375,373 +11,896 +3%
EWA
111
ERTS Wealth Advisors
Michigan
$35.7M 374,688 -348,562 -48%
IFPL
112
Investments & Financial Planning LLC
Kentucky
$35.7M 374,028 +4,689 +1%
WH
113
Whitcomb & Hess
Ohio
$35.4M 371,449 -319 -0.1%
ACA
114
Aptus Capital Advisors
Alabama
$35.4M 371,030 +18,831 +5%
WWM
115
Western Wealth Management
Colorado
$34.9M 365,662 +32,261 +10%
CFG
116
Citizens Financial Group
Rhode Island
$34.4M 361,339 +33,123 +10%
MYIA
117
Mount Yale Investment Advisors
Colorado
$34.2M 358,726 -239,335 -40%
DC
118
Destiny Capital
Colorado
$34M 356,247 +16,761 +5%
SFG
119
Sunburst Financial Group
Alabama
$33.6M 351,980 +14,070 +4%
RA
120
Riversedge Advisors
Delaware
$33.5M 351,671 -7,998 -2%
CI
121
CX Institutional
Indiana
$33M 345,794 +62,964 +22%
SFM
122
Signet Financial Management
New Jersey
$32.9M 345,589 -23,845 -6%
DWM
123
Dakota Wealth Management
Florida
$32.8M 343,675 +115,275 +50%
KFGK
124
Keystone Financial Group (Kentucky)
Kentucky
$32.3M 338,467 -39,926 -11%
MD
125
Money Design
Japan
$31.9M 334,266 +995 +0.3%
3 4
5
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