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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 %
CWMS
401
Cannon Wealth Management Services
North Carolina
$2.99M +$2.99M +36,101 New
SCM
402
Saxony Capital Management
Missouri
$2.97M +$1.18M +14,191 +66%
BRWA
403
B. Riley Wealth Advisors
Florida
$2.97M -$6.35M -77,151 -68%
ISB
404
Iowa State Bank
Iowa
$2.94M -$402K -4,852 -12%
CAS
405
Coppell Advisory Solutions
Texas
$2.92M -$90.9K -1,102 -3%
FFA
406
Florida Financial Advisors
Florida
$2.9M +$217K +2,612 +8%
MWC
407
MBM Wealth Consultants
Missouri
$2.89M -$71.2K -859 -2%
SW
408
SkyOak Wealth
Michigan
$2.88M -$17.8K -215 -0.6%
IMC Chicago
409
IMC Chicago
Illinois
$2.87M +$561K +6,762 +24%
OWA
410
Opal Wealth Advisors
New York
$2.83M +$18.6K +224 +0.7%
NEWAS
411
N.E.W. Advisory Services
Wisconsin
$2.83M +$294K +3,550 +12%
MA
412
MONECO Advisors
Connecticut
$2.8M +$248K +2,988 +10%
EMAM
413
Encompass More Asset Management
California
$2.8M -$96.5K -1,163 -3%
William Blair & Company
414
William Blair & Company
Illinois
$2.79M +$45.6K +550 +2%
SEA
415
Stegent Equity Advisors
Texas
$2.78M -$1.74M -20,962 -39%
EWA
416
EP Wealth Advisors
California
$2.77M +$231K +2,787 +9%
NCFG
417
New Century Financial Group
New Jersey
$2.76M -$995K -11,992 -27%
LIA
418
LBMC Investment Advisors
Tennessee
$2.75M +$2.49K +30 +0.1%
FIC
419
FCG Investment Company
Tennessee
$2.74M +$291K +3,503 +12%
SIAS
420
Summit Investment Advisory Services
Minnesota
$2.72M +$880K +10,613 +48%
PIFP
421
Partners in Financial Planning
Virginia
$2.7M -$145K -1,750 -5%
MWM
422
Marietta Wealth Management
Georgia
$2.7M – – –
WP
423
WealthShield Partners
North Carolina
$2.68M -$61K -736 -2%
WAG
424
Winthrop Advisory Group
Massachusetts
$2.66M -$35.6M -429,580 -93%
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$2.66M +$103K +1,236 +4%
15 16
17
18 19