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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 %
PWH
276
Priebe Wealth Holdings
Minnesota
$7.44M -$176K -2,125 -2%
AFP
277
Ausdal Financial Partners
Iowa
$7.43M +$1.67M +20,138 +29%
RZH
278
Relyea Zuckerberg Hanson
Connecticut
$7.41M -$133K -1,600 -2%
MWM
279
Marion Wealth Management
Pennsylvania
$7.37M +$233K +2,811 +3%
OAM
280
Occidental Asset Management
California
$7.35M +$79.7K +961 +1%
BAG
281
Bridgewealth Advisory Group
California
$7.35M +$655K +7,895 +10%
CFGF
282
Compass Financial Group (Florida)
Florida
$7.34M +$96K +1,158 +1%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$7.3M +$2.44M +29,438 +50%
HI
284
Harbour Investments
Wisconsin
$7.22M -$114K -1,379 -2%
GRP
285
Global Retirement Partners
California
$7.19M -$8.46M -102,026 -54%
TFGT
286
TS Financial Group (TSFG)
Illinois
$7.07M +$6.89K +83 +0.1%
USCWA
287
U.S. Capital Wealth Advisors
Texas
$7.06M -$6.92M -83,380 -49%
WFPG
288
Waller Financial Planning Group
Ohio
$7.05M +$165K +1,984 +2%
PTC
289
Private Trust Company
Ohio
$7.05M -$147K -1,771 -2%
RW
290
Regimen Wealth
Georgia
$7.05M -$173K -2,087 -2%
FCMT
291
Founders Capital Management (Texas)
Texas
$7.03M +$122K +1,475 +2%
KFI
292
Key Financial Inc
Pennsylvania
$6.98M -$41.1K -496 -0.6%
CCAL
293
City Center Advisors LLC
Michigan
$6.89M -$168K -2,031 -2%
MWA
294
Motive Wealth Advisors
Michigan
$6.75M – – –
WP
295
WealthPLAN Partners
Nebraska
$6.63M -$59K -711 -0.9%
SIA
296
Soltis Investment Advisors
Utah
$6.57M +$185K +2,233 +3%
ACA
297
Affinity Capital Advisors
California
$6.53M -$647K -7,800 -9%
TW
298
TritonPoint Wealth
Maryland
$6.52M -$678K -8,223 -9%
FC
299
Financial Council
Maryland
$6.5M +$177K +2,130 +3%
Cerity Partners
300
Cerity Partners
New York
$6.44M -$8.13K -98 -0.1%
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