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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.

Holders
1,126
Holders Change
+114
Holders Change %
+11.26%
% of All Funds
15%
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
1
Envestnet Asset Management
Illinois
$1.48B
2
Raymond James Financial
2
Raymond James Financial
Florida
$324M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$318M
4
DWM
4
Dynasty Wealth Management
Florida
$311M
5
LPL Financial
5
LPL Financial
California
$2.99B

Top Sellers

1
AF
1
Allworth Financial
California
$1.13B
2
HI
2
Horizon Investments
North Carolina
$490M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.77B
4
MCM
4
Mainstay Capital Management
Michigan
$108M
5
FCAS
5
First Command Advisory Services
Texas
$57.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.95B 44,915 -146 -0.3%
LPL Financial
2
LPL Financial
California
$2.99B 34,023,208 +2,620,046 +8%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.77B 20,126,715 -490,550 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.48B 16,832,670 +10,754,386 +177%
AF
5
Allworth Financial
California
$1.13B 12,247,814 -929,559 -7%
Ameriprise
6
Ameriprise
Minnesota
$717M 8,149,242 +330,025 +4%
Morgan Stanley
7
Morgan Stanley
New York
$651M 7,403,501 +148,878 +2%
HI
8
Horizon Investments
North Carolina
$490M 5,569,845 -912,589 -14%
EH
9
Equitable Holdings
New York
$488M 5,552,330 -110 -0%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$462M 5,261,185 +99,358 +2%
VA
11
Valmark Advisers
Ohio
$407M 4,635,243 -3,444 -0.1%
HWM
12
HB Wealth Management
Georgia
$394M 4,634,594 +58,372 +1%
UBS Group
13
UBS Group
Switzerland
$352M 4,006,929 +307,598 +8%
TC
14
TownSquare Capital
Utah
$349M 3,975,868 +1,191,961 +43%
Raymond James Financial
15
Raymond James Financial
Florida
$324M 3,680,799 +3,680,799 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$322M 3,663,070 +222,550 +6%
CCMG
17
Clark Capital Management Group
Pennsylvania
$318M 3,614,288 +3,611,863 +148,943%
DWM
18
Dynasty Wealth Management
Florida
$311M 3,542,609 +3,542,609 New
QWP
19
Quotient Wealth Partners
Texas
$305M 3,473,756 +32,303 +0.9%
OWM
20
Orgel Wealth Management
Wisconsin
$291M 3,309,979 +544,211 +20%
AA
21
Advisory Alpha
Michigan
$284M 3,228,143 -136,596 -4%
Goldman Sachs
22
Goldman Sachs
New York
$278M 3,166,950 -304,485 -9%
CWM
23
Connecticut Wealth Management
Connecticut
$275M 4,210,466 +2,782,724 +195%
PAG
24
Private Advisor Group
New Jersey
$263M 2,995,112 +119,247 +4%
Bank of America
25
Bank of America
North Carolina
$258M 2,929,633 +14,093 +0.5%
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