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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$537M
2
Goldman Sachs
Goldman Sachs
New York
+$184M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$180M
4
LPL Financial
LPL Financial
California
+$161M
5
SC
Savant Capital
Illinois
+$109M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$102M
2
GI
GLOBALT Investments
Georgia
-$63.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$50.6M
4
AIG
American International Group
New York
-$31.4M
5
Ameriprise
Ameriprise
Minnesota
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIFP
426
Partners in Financial Planning
Virginia
$2.75M -$159K -1,989 -5%
FIA
427
Foundations Investment Advisors
Arizona
$2.72M -$5.61K -70 -0.2%
OWA
428
Opal Wealth Advisors
New York
$2.71M +$68.9K +860 +3%
Lido Advisors
429
Lido Advisors
California
$2.68M +$109K +1,362 +4%
LIA
430
LBMC Investment Advisors
Tennessee
$2.65M +$2.4K +30 +0.1%
WP
431
WealthShield Partners
North Carolina
$2.65M -$281K -3,511 -10%
William Blair & Company
432
William Blair & Company
Illinois
$2.65M +$400K +4,993 +18%
BTWM
433
Baker Tilly Wealth Management
Wisconsin
$2.62M -$1.59M -19,866 -38%
MWM
434
Marietta Wealth Management
Georgia
$2.61M -$17.1K -214 -0.7%
VW
435
Vance Wealth
California
$2.59M -$67.6K -844 -3%
FFA
436
Florida Financial Advisors
Florida
$2.59M +$2.59M +32,355 New
FIM
437
Fernwood Investment Management
Massachusetts
$2.55M +$79.1K +987 +3%
ACM
438
Advisors Capital Management
New Jersey
$2.53M -$56.3K -702 -2%
WFP
439
Wrenne Financial Planning
Kentucky
$2.53M +$43.3K +540 +2%
LTL
440
Lowery Thomas LLC
California
$2.53M -$10.2K -127 -0.4%
TWM
441
Triton Wealth Management
Arizona
$2.51M -$105K -1,293 -4%
MOS
442
MGO One Seven
Ohio
$2.5M +$486K +6,062 +24%
SAM
443
Synergy Asset Management
Washington
$2.48M +$2.21M +27,522 +806%
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$2.47M +$164K +2,048 +7%
MA
445
MONECO Advisors
Connecticut
$2.47M -$27.3K -341 -1%
Bank of Montreal
446
Bank of Montreal
Ontario, Canada
$2.46M +$185K +2,302 +8%
GS
447
GTS Securities
New York
$2.45M -$2.76M -34,488 -53%
EWA
448
EP Wealth Advisors
California
$2.45M -$34.5K -431 -1%
IA
449
IFG Advisory
Georgia
$2.45M +$374K +4,668 +18%
NEWAS
450
N.E.W. Advisory Services
Wisconsin
$2.45M +$25.6K +320 +1%
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