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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,086 hedge funds and large institutions have $23.1B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 447 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
-40
Holders Change %
-3.55%
% of All Funds
14.76%
Holding in Top 10
185
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-11.06%
% of All Funds
2.51%
New
73
Increased
447
Reduced
416
Closed
89
Calls
$53.3M
Puts
$10.3M
Net Calls
+$43M
Net Calls Change
-$55.9M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.9B
2
SCM
2
SCS Capital Management
Massachusetts
$144M
3
Ameriprise
3
Ameriprise
Minnesota
$702M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$177M
5
OWM
5
Orgel Wealth Management
Wisconsin
$297M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$463M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$802K
3
CWM
3
Connecticut Wealth Management
Connecticut
$126M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.51M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$32.7M +$582K +7,247 +2%
EFL
102
ERn Financial LLC
Wisconsin
$32.7M -$549K -6,837 -2%
LGW
103
Leslie Global Wealth
Illinois
$32.4M +$2.48M +30,830 +8%
WCAMG
104
Woodard & Company Asset Management Group
North Carolina
$32.2M -$1.13M -14,002 -3%
SFP
105
Shepherd Financial Partners
Massachusetts
$32.1M +$29.2M +362,826 +977%
GWAG
106
Garrett Wealth Advisory Group
Texas
$32.1M +$1.21M +15,052 +4%
CF
107
Corebridge Financial
Texas
$31.2M +$18M +223,400 +136%
KFGK
108
Keystone Financial Group (Kentucky)
Kentucky
$30.4M -$517K -6,437 -2%
NB
109
Nicolet Bankshares
Wisconsin
$30.2M +$181K +2,250 +0.6%
WH
110
Whitcomb & Hess
Ohio
$29.9M -$378K -4,704 -1%
SFM
111
Signet Financial Management
New Jersey
$29.7M -$5.13M -63,820 -15%
IFPL
112
Investments & Financial Planning LLC
Kentucky
$29.7M -$296K -3,681 -1%
KPWS
113
Kestra Private Wealth Services
Texas
$29.2M +$1.01M +12,521 +4%
FAIM
114
Financial Advocates Investment Management
Washington
$28.9M -$1.04M -12,967 -3%
RA
115
Riversedge Advisors
Delaware
$28.9M -$263K -3,278 -0.9%
ACA
116
Aptus Capital Advisors
Alabama
$28.3M +$1.17M +14,591 +4%
DC
117
Destiny Capital
Colorado
$27.3M +$81.6K +1,015 +0.3%
TCM
118
Tradewinds Capital Management
Washington
$27.2M -$1.77M -22,082 -6%
SFG
119
Sunburst Financial Group
Alabama
$27.2M +$659K +8,202 +2%
CIM
120
Confluence Investment Management
Missouri
$27M +$10.6M +131,792 +64%
WWM
121
Western Wealth Management
Colorado
$26.8M +$2.73M +33,918 +11%
MD
122
Money Design
Japan
$26.8M +$6.11M +75,978 +30%
PCA
123
Prosperity Capital Advisors
Ohio
$26.8M -$3.36M -41,472 -11%
CFG
124
Citizens Financial Group
Rhode Island
$26.4M +$3.04M +37,853 +13%
NA
125
NewEdge Advisors
Louisiana
$26.4M +$441K +5,481 +2%
3 4
5
6 7