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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,143 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 126 funds opening new positions, 487 increasing their positions, 390 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+57
Holders Change %
+5.25%
% of All Funds
15.33%
Holding in Top 10
200
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.11%
% of All Funds
2.68%
New
126
Increased
487
Reduced
390
Closed
36
Calls
$32.4M
Puts
$14M
Net Calls
+$18.5M
Net Calls Change
-$24.6M

Top Buyers

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

Top Sellers

1
TC
TownSquare Capital
Utah
$27.2M
2
RA
RFG Advisory
Alabama
$79M
3
DWM
Dynasty Wealth Management
Florida
$295M
4
EH
Equitable Holdings
New York
$510M
5
PS
Principal Securities
Iowa
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.61B +$170M +1,787,487 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.83B -$43.8M -459,362 -2%
AF
3
Allworth Financial
California
$1.08B +$12.5M +131,104 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$975M +$426M +4,470,135 +78%
Ameriprise
5
Ameriprise
Minnesota
$939M +$107M +1,120,425 +13%
Morgan Stanley
6
Morgan Stanley
New York
$783M +$52.7M +552,514 +7%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$538M +$18.9M +198,401 +4%
HI
8
Horizon Investments
North Carolina
$537M +$97.5M +1,022,781 +22%
EH
9
Equitable Holdings
New York
$510M -$54.1M -568,010 -10%
VA
10
Valmark Advisers
Ohio
$438M -$14.5M -152,168 -3%
HWM
11
HB Wealth Management
Georgia
$416M -$40.2M -421,716 -9%
UBS Group
12
UBS Group
Switzerland
$406M +$40.4M +424,178 +11%
KIM
13
Kestra Investment Management
Texas
$385M +$194M +2,203,650 +101%
OWM
14
Orgel Wealth Management
Wisconsin
$371M +$19.3M +202,804 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$365M +$10.7M +111,995 +3%
QWP
16
Quotient Wealth Partners
Texas
$346M +$1.34M +14,055 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$339M +$19.3M +202,089 +6%
Goldman Sachs
18
Goldman Sachs
New York
$336M +$15.8M +165,949 +5%
Bank of America
19
Bank of America
North Carolina
$327M +$49.2M +516,358 +18%
AA
20
Advisory Alpha
Michigan
$322M +$11.2M +117,839 +4%
DWM
21
Dynasty Wealth Management
Florida
$295M -$63M -660,964 -18%
AWM
22
AE Wealth Management
Kansas
$259M +$28.2M +295,892 +12%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$258M +$45.1M +473,327 +21%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$254M +$42.4M +444,626 +20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$241M +$58M +608,815 +32%
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