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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 %
MPM
251
Meritage Portfolio Management
Kansas
$8.4M +$137K +1,654 +2%
EWA
252
EverSource Wealth Advisors
Alabama
$8.39M -$522K -6,292 -6%
LF
253
LifePlan Financial
Minnesota
$8.39M -$168K -2,023 -2%
CWM
254
Collaborative Wealth Management
Florida
$8.38M +$266K +3,211 +3%
SA
255
Shilanski & Associates
Alaska
$8.25M +$8.25M +99,461 New
SFA
256
Sequoia Financial Advisors
Ohio
$8.18M -$987K -11,906 -11%
MSRI
257
Michael S. Ryan Inc
New York
$8.14M +$37.7K +454 +0.5%
PWM
258
Power Wealth Management
Georgia
$8.02M +$1.48M +17,887 +23%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$7.9M +$523K +6,303 +7%
PPWM
260
PFG Private Wealth Management
Florida
$7.88M +$442K +5,335 +6%
BWM
261
BCS Wealth Management
Tennessee
$7.86M +$543K +6,549 +7%
AWA
262
Arete Wealth Advisors
Illinois
$7.84M -$319K -3,873 -4%
IPW
263
Intergy Private Wealth
Colorado
$7.78M -$16.6K -200 -0.2%
PCMC
264
Planning Capital Management Corporation
Pennsylvania
$7.75M +$296K +3,565 +4%
AC
265
AIFG Consultants
New York
$7.73M -$244K -2,937 -3%
1SB
266
1ST Source Bank
Indiana
$7.69M -$34.6K -417 -0.4%
BPA
267
Beacon Pointe Advisors
California
$7.69M +$2.7M +32,604 +54%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$7.64M -$1.07M -13,096 -12%
FMP
269
Financial Management Professionals
Texas
$7.62M -$399K -4,806 -5%
SWMG
270
Sanchez Wealth Management Group
Florida
$7.57M +$1.42M +17,105 +23%
1IA
271
1834 Investment Advisors
Wisconsin
$7.55M +$859K +10,351 +13%
AWM
272
Avior Wealth Management
Nebraska
$7.55M -$18K -217 -0.2%
OPPS
273
Obsidian Personal Planning Solutions
Maryland
$7.51M +$467K +5,670 +7%
BCG
274
Breakwater Capital Group
New Jersey
$7.47M +$774K +9,335 +12%
TCA
275
Transcend Capital Advisors
New Jersey
$7.44M +$266K +3,212 +4%
9 10
11
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