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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 %
GWA
376
Gratus Wealth Advisors
Virginia
$3.57M +$110K +1,347 +3%
JWCA
377
J.W. Cole Advisors
Florida
$3.53M +$558K +6,727 +19%
BBP
378
Banco BTG Pactual
Brazil
$3.47M -$1.84M -22,129 -35%
TW
379
Towerpoint Wealth
California
$3.47M -$7.22K -87 -0.2%
BHBT
380
Burke & Herbert Bank & Trust
Virginia
$3.44M +$177K +2,132 +5%
AWM
381
Atticus Wealth Management
Florida
$3.43M -$207K -2,499 -6%
SB
382
Strategic Blueprint
Georgia
$3.42M +$217K +2,614 +7%
CNTOF
383
Canandaigua National Trust of Florida
New York
$3.41M +$3.41M +41,104 New
FNWA
384
Financial Network Wealth Advisors
Utah
$3.41M -$79.5K -958 -2%
GEA
385
Glen Eagle Advisors
New Jersey
$3.38M +$310K +3,740 +10%
JSW
386
Journey Strategic Wealth
New Jersey
$3.38M +$3.38M +40,793 New
UAG
387
United Advisor Group
Ohio
$3.37M +$17.5K +211 +0.5%
WFA
388
Wells Financial Advisors
Massachusetts
$3.29M -$13M -157,272 -80%
CA
389
Continuum Advisory
Idaho
$3.25M -$49.2K -566 -1%
IA
390
IFG Advisory
Georgia
$3.19M +$651K +7,845 +26%
AIM
391
Aspen Investment Management
Michigan
$3.17M +$83.5K +1,007 +3%
US Bancorp
392
US Bancorp
Minnesota
$3.17M -$1M -12,097 -24%
FA
393
Faithward Advisors
Pennsylvania
$3.15M +$120K +1,452 +4%
BWA
394
Boulder Wealth Advisors
Colorado
$3.15M +$227K +2,731 +8%
SFP
395
Shepherd Financial Partners
Massachusetts
$3.06M +$88.8K +1,071 +3%
SF
396
Synovus Financial
Georgia
$3.06M -$1.3M -15,675 -30%
YIA
397
YHB Investment Advisors
Connecticut
$3.04M +$99.9K +1,204 +3%
WAOI
398
Wealth Advisors of Iowa
Iowa
$3.03M -$57.2M -689,161 -95%
MCC
399
Money Concepts Capital
Florida
$3.01M -$608K -7,327 -17%
TI
400
Tidal Investments
Wisconsin
$3M -$2.03M -24,492 -40%
14 15
16
17 18