SPYG icon

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
1
LPL Financial
California
$2.6B
2
KIM
2
Kestra Investment Management
Texas
$187M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$109M
4
AWM
4
AE Wealth Management
Kansas
$182M
5
BEI
5
Benjamin Edwards Inc
Missouri
$37.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$504M
2
DWM
2
Dynasty Wealth Management
Florida
$0
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$201K
4
BWG
4
Balanced Wealth Group
Ohio
$20.9M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
26
Kestra Investment Management
Texas
$187M +$77.1M +929,872 +70%
AWM
27
AE Wealth Management
Kansas
$182M +$68.1M +821,145 +60%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$177M -$26M -314,041 -13%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$168M -$2.06M -24,843 -1%
Wells Fargo
30
Wells Fargo
California
$166M +$9.16M +110,382 +6%
NP
31
NorthRock Partners
Minnesota
$165M +$2.07M +24,940 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$156M -$51.3M -618,203 -25%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$149M -$6.88M -82,962 -4%
MCM
34
Mainstay Capital Management
Michigan
$141M +$5.97M +72,000 +4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$138M -$6.43M -77,502 -4%
NAS
36
Nicolet Advisory Services
Wisconsin
$131M -$1.99M -24,327 -1%
Corient Private Wealth
37
Corient Private Wealth
Florida
$123M -$3.16M -38,154 -3%
HighTower Advisors
38
HighTower Advisors
Illinois
$123M +$1.22M +14,735 +1%
CWM
39
Connecticut Wealth Management
Connecticut
$118M +$3.94M +47,470 +3%
FWM
40
Focused Wealth Management
New York
$118M +$1.02M +12,341 +0.9%
FNT
41
First National Trust
Pennsylvania
$116M -$13.9M -167,968 -11%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$109M +$71.7M +864,808 +190%
BSG
43
Black Swift Group
Colorado
$109M -$5.41M -65,170 -5%
SPWG
44
Syntegra Private Wealth Group
Missouri
$107M +$14.6M +175,630 +16%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$103M -$8.24M -99,402 -7%
KW
46
KWB Wealth
California
$103M -$2.84M -35,449 -3%
CA
47
CoreCap Advisors
Michigan
$103M +$905K +10,916 +0.9%
TIAA Trust, National Association
48
TIAA Trust, National Association
North Carolina
$102M +$19.8M +238,204 +24%
ACM
49
AlphaStar Capital Management
North Carolina
$95.5M +$1.34M +16,152 +1%
Mariner
50
Mariner
Kansas
$87.4M +$5.67M +68,412 +7%
1
2
3 4 5