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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,012 hedge funds and large institutions have $22.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 393 increasing their positions, 399 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
14.64%
Holding in Top 10
177
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.84%
% of All Funds
2.56%
New
83
Increased
393
Reduced
399
Closed
66
Calls
$33M
Puts
$16.8M
Net Calls
+$16.1M
Net Calls Change
-$17.5M

Top Buyers

1
LPL Financial
LPL Financial
California
+$112M
2
KIM
Kestra Investment Management
Texas
+$77.1M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$71.7M
4
AWM
AE Wealth Management
Kansas
+$68.1M
5
BEI
Benjamin Edwards Inc
Missouri
+$36.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$497M
2
DWM
Dynasty Wealth Management
Florida
-$279M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$187M
4
BWG
Balanced Wealth Group
Ohio
-$71.5M
5
OPS
Orion Portfolio Solutions
Nebraska
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
226
Portside Wealth Group
Utah
$10.2M +$848K +10,222 +9%
CAM
227
Cobblestone Asset Management
Virginia
$10.2M -$1.02M -12,243 -9%
CWA
228
Centennial Wealth Advisory
Michigan
$9.99M -$791K -9,542 -7%
GG
229
GenWealth Group
New Jersey
$9.78M +$30.5K +368 +0.3%
TFA
230
Tranquilli Financial Advisor
New Jersey
$9.73M +$1.73M +20,823 +22%
IWN
231
Independent Wealth Network
Iowa
$9.72M -$660K -7,956 -6%
SAM
232
Sequent Asset Management
Texas
$9.68M -$428K -5,156 -4%
FWM
233
Foguth Wealth Management
Michigan
$9.68M +$1.98M +23,829 +26%
SAW
234
Signal Advisors Wealth
Michigan
$9.67M +$8.07M +97,294 +503%
MWPCG
235
Measured Wealth Private Client Group
New Hampshire
$9.67M -$25M -301,969 -72%
QC
236
Quent Capital
New York
$9.56M -$366K -4,410 -4%
LA
237
Lane & Associates
New Jersey
$9.37M +$4.8M +57,919 +105%
AAS
238
Asset Allocation Strategies
Michigan
$9.32M +$230K +2,779 +3%
FIM
239
Freedom Investment Management
Connecticut
$9.29M -$505K -6,086 -5%
TC
240
TAGStone Capital
North Carolina
$9.2M +$141K +1,696 +2%
AAS
241
Avantax Advisory Services
Texas
$9.1M -$802K -9,674 -8%
PAS
242
Park Avenue Securities
New York
$9.02M -$30.3M -365,753 -77%
AFTS
243
American Financial & Tax Strategies
New York
$8.67M -$426K -5,137 -5%
AF
244
Apollon Financial
South Carolina
$8.65M -$34.2K -412 -0.4%
GAG
245
GM Advisory Group
New York
$8.64M +$982K +11,839 +13%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$8.57M -$174K -2,102 -2%
NFC
247
Northeast Financial Consultants
Connecticut
$8.53M +$882K +10,634 +12%
WFA
248
Wellspring Financial Advisors
Ohio
$8.53M +$4.9M +140,911 +135%
PA
249
PFG Advisors
Arizona
$8.5M +$7.59M +91,459 +828%
OPWM
250
Oxinas Partners Wealth Management
Indiana
$8.47M -$315K -3,798 -4%
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