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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 %
GPW
451
Gentry Private Wealth
Kansas
$2.19M -$115K -1,386 -5%
BTWM
452
Baker Tilly Wealth Management
Wisconsin
$2.18M -$532K -6,409 -20%
IWS
453
Integrity Wealth Solutions
Colorado
$2.14M +$38.4K +463 +2%
LA
454
Lifeworks Advisors
Michigan
$2.14M +$1.35M +16,252 +170%
SF
455
Safeguard Financial
Wisconsin
$2.13M -$90.7K -1,093 -4%
OBWG
456
Onyx Bridge Wealth Group
New York
$2.1M -$110K -1,329 -5%
KAS
457
KPP Advisory Services
Kentucky
$2.09M +$728K +8,778 +53%
Citadel Advisors
458
Citadel Advisors
Florida
$2.06M -$3.09M -37,268 -60%
PPP
459
Private Portfolio Partners
New Jersey
$2.05M +$70.3K +848 +4%
RMAM
460
Raab & Moskowitz Asset Management
New Jersey
$2.05M – – –
MP
461
McDonald Partners
Ohio
$2.02M -$83.8K -1,010 -4%
GWP
462
Gateway Wealth Partners
Wisconsin
$2.01M -$116K -1,403 -5%
SAI
463
Savvy Advisors Inc
New York
$1.98M +$23.9K +288 +1%
BWM
464
BlackDiamond Wealth Management
New York
$1.98M -$846K -9,669 -30%
ACM
465
Advance Capital Management
Michigan
$1.96M +$45.5K +549 +2%
MWM
466
Mission Wealth Management
California
$1.94M +$34.3K +413 +2%
AWAU
467
Alliance Wealth Advisors (Utah)
Utah
$1.92M +$53.5K +645 +3%
ECG
468
Edge Capital Group
Georgia
$1.91M +$166 +2 +0%
FFA
469
Fragasso Financial Advisors
Pennsylvania
$1.91M -$505K -6,088 -21%
FI
470
Financial Insights
Washington
$1.91M -$2.26M -27,212 -54%
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$1.9M -$20.8K -246 -1%
WAM
472
WNY Asset Management
New York
$1.89M -$76.4K -921 -4%
SW
473
Simplicity Wealth
New Jersey
$1.88M -$1.07M -12,846 -36%
VFPW
474
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.86M -$142K -1,715 -7%
RW
475
Rede Wealth
Virginia
$1.84M -$28K -337 -1%
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