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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 %
ACA
126
Aptus Capital Advisors
Alabama
$29.7M +$2.89M +32,857 +11%
SFG
127
Sunburst Financial Group
Alabama
$29M +$2.54M +28,945 +10%
KA
128
Kozak & Associates
Colorado
$28.5M +$9.31M +104,126 +48%
NA
129
NewEdge Advisors
Louisiana
$28.4M -$2.96M -33,623 -9%
PFS
130
Prospera Financial Services
Texas
$28.1M +$27.5M +312,558 +4,610%
RIM
131
Redwood Investment Management
Arizona
$28M +$22.4M +254,367 +396%
HSWS
132
Higgins & Schmidt Wealth Strategies
Colorado
$27.9M +$5.83M +66,315 +26%
GWM
133
Geneos Wealth Management
Colorado
$27.9M +$3.31M +37,693 +13%
VCP
134
Verus Capital Partners
Arizona
$27.2M -$353K -4,020 -1%
CWM
135
Cordatus Wealth Management
Pennsylvania
$27.1M +$27.1M +307,966 New
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$27.1M -$567K -6,385 -2%
WWM
137
Western Wealth Management
Colorado
$26.3M +$2.18M +24,812 +9%
MAM
138
MMA Asset Management
Pennsylvania
$26.2M -$21M -238,397 -44%
WMR
139
Wealth Management Resources
Rhode Island
$26.2M +$5.89M +66,995 +29%
BCM
140
Brookstone Capital Management
Illinois
$26.1M -$3.55M -40,377 -12%
WC
141
Waterloo Capital
Texas
$26.1M +$2.11M +23,948 +9%
CFG
142
Citizens Financial Group
Rhode Island
$25.5M +$2.72M +30,999 +12%
AWA
143
Alta Wealth Advisors
Massachusetts
$25M +$386K +4,391 +2%
IWA
144
Inspirion Wealth Advisors
Illinois
$24.4M -$946K -10,667 -4%
Truist Financial
145
Truist Financial
North Carolina
$24.3M +$91K +1,035 +0.4%
GIA
146
Gladstone Institutional Advisory
Florida
$24.2M +$4.27M +48,526 +21%
BGC
147
Beutel, Goodman & Co
Ontario, Canada
$23.8M -$3.14M -35,700 -12%
BOPW
148
Brandywine Oak Private Wealth
Pennsylvania
$23.8M +$1.04M +11,824 +5%
AF
149
Abound Financial
California
$23.7M +$23.7M +269,315 New
DA
150
Drake & Associates
Wisconsin
$23.7M -$199K -2,196 -0.8%
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