SPYG icon

SPDR Portfolio S&P 500 Growth ETF

1,011 hedge funds and large institutions have $22.7B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+70
Holders Change %
+7.44%
% of All Funds
14.7%
Holding in Top 10
190
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
125
Increased
427
Reduced
324
Closed
39
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
401
Towerpoint Wealth
California
$3.36M -$99.2K -1,238 -3%
ST
402
Sabal Trust
Florida
$3.32M +$1.07M +13,335 +47%
CI
403
Cavalier Investments
Georgia
$3.3M +$481K +6,000 +17%
UAG
404
United Advisor Group
Ohio
$3.24M +$1.33M +16,619 +70%
ISB
405
Iowa State Bank
Iowa
$3.23M -$36.4K -454 -1%
CRI
406
Colonial River Investments
Virginia
$3.22M +$3.22M +40,149 New
BHBT
407
Burke & Herbert Bank & Trust
Virginia
$3.15M +$154K +1,921 +5%
SB
408
Strategic Blueprint
Georgia
$3.09M +$1.54M +19,202 +99%
ETIA
409
Epic Trust Investment Advisors
Washington
$3.07M -$28.1K -351 -0.9%
CA
410
Continuum Advisory
Idaho
$3.04M +$329K +4,104 +12%
SFS
411
Sowell Financial Services
Arkansas
$3M +$343K +4,278 +13%
AIM
412
Aspen Investment Management
Michigan
$2.99M +$27.2K +340 +0.9%
MWC
413
MBM Wealth Consultants
Missouri
$2.97M +$199K +2,386 +7%
GEA
414
Glen Eagle Advisors
New Jersey
$2.97M +$400K +4,987 +16%
CAS
415
Coppell Advisory Solutions
Texas
$2.93M +$2.93M +36,558 New
FA
416
Faithward Advisors
Pennsylvania
$2.93M +$2.93M +36,524 New
PNC Financial Services Group
417
PNC Financial Services Group
Pennsylvania
$2.92M +$1.45M +18,076 +98%
Mirae Asset Global Investments
418
Mirae Asset Global Investments
South Korea
$2.88M -$16.6M -206,000 -85%
SFP
419
Shepherd Financial Partners
Massachusetts
$2.87M
JWCA
420
J.W. Cole Advisors
Florida
$2.87M -$556K -6,938 -16%
SW
421
Simplicity Wealth
New Jersey
$2.84M -$254K -3,171 -8%
YIA
422
YHB Investment Advisors
Connecticut
$2.84M +$96.6K +1,206 +4%
BWA
423
Boulder Wealth Advisors
Colorado
$2.82M +$187K +2,336 +7%
EMAM
424
Encompass More Asset Management
California
$2.8M +$220K +2,750 +9%
SW
425
SkyOak Wealth
Michigan
$2.8M +$112K +1,400 +4%