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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.9B 36,070,856 +2,047,648 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.58B 19,696,376 -430,339 -2%
AF
3
Allworth Financial
California
$901M 11,217,747 -1,030,067 -8%
Ameriprise
4
Ameriprise
Minnesota
$702M 8,732,829 +583,587 +7%
Morgan Stanley
5
Morgan Stanley
New York
$616M 7,662,540 +259,039 +3%
EH
6
Equitable Holdings
New York
$476M 5,920,770 +368,440 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$463M 5,757,808 -11,074,862 -66%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$438M 5,444,280 +183,095 +3%
VA
9
Valmark Advisers
Ohio
$381M 4,744,344 +109,101 +2%
HWM
10
HB Wealth Management
Georgia
$372M 4,788,489 +153,895 +3%
HI
11
Horizon Investments
North Carolina
$370M 4,609,555 -960,290 -17%
TC
12
TownSquare Capital
Utah
$338M 4,209,404 +233,536 +6%
UBS Group
13
UBS Group
Switzerland
$309M 3,838,600 -168,329 -4%
DWM
14
Dynasty Wealth Management
Florida
$302M 3,756,820 +214,211 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$298M 3,713,702 +32,903 +0.9%
OWM
16
Orgel Wealth Management
Wisconsin
$297M 3,692,948 +382,969 +12%
QWP
17
Quotient Wealth Partners
Texas
$290M 3,612,114 +138,358 +4%
Goldman Sachs
18
Goldman Sachs
New York
$270M 3,356,869 +189,919 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$270M 3,355,822 -307,248 -8%
AA
20
Advisory Alpha
Michigan
$262M 3,263,819 +35,676 +1%
RA
21
RFG Advisory
Alabama
$237M 2,946,637 +117,093 +4%
Bank of America
22
Bank of America
North Carolina
$234M 2,912,507 -17,126 -0.6%
PAG
23
Private Advisor Group
New Jersey
$229M 2,854,539 -140,573 -5%
AWM
24
AE Wealth Management
Kansas
$195M 2,422,045 +99,910 +4%
WJA
25
Willis Johnson & Associates
Texas
$188M 2,338,521 -54,464 -2%
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