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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 %
CFP
476
Curran Financial Partners
South Carolina
$1.84M +$67.1K +809 +4%
GWAM
477
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.84M +$650K +7,838 +55%
IAA
478
Independent Advisor Alliance
North Carolina
$1.83M -$188K -2,262 -9%
Tudor Investment Corp
479
Tudor Investment Corp
Connecticut
$1.82M +$1.82M +21,966 New
OAS
480
Optivise Advisory Services
Tennessee
$1.81M -$34.5K -416 -2%
CG
481
Caprock Group
Idaho
$1.81M – – –
KMWM
482
Keudell/Morrison Wealth Management
Oregon
$1.8M +$9.29K +112 +0.5%
ML
483
McAdam LLC
Pennsylvania
$1.78M +$209K +2,521 +13%
ADIM
484
Alpha DNA Investment Management
Maryland
$1.77M -$469K -5,659 -21%
RCAG
485
Rehmann Capital Advisory Group
Michigan
$1.76M +$49.8K +601 +3%
AQR Capital Management
486
AQR Capital Management
Connecticut
$1.72M +$866K +10,444 +102%
SSW
487
Stone Summit Wealth
Florida
$1.7M +$212K +2,553 +14%
BAM
488
Belpointe Asset Management
Nevada
$1.7M +$96K +1,157 +6%
MF
489
Meridian Financial
Massachusetts
$1.66M +$51.7K +623 +3%
ECM
490
Evergreen Capital Management
Washington
$1.66M – – –
CFIA
491
Cantor Fitzgerald Investment Advisors
New York
$1.65M +$1.65M +19,941 New
AFWM
492
AMJ Financial Wealth Management
Virginia
$1.65M -$657K -7,919 -29%
Invesco
493
Invesco
Georgia
$1.64M -$136K -1,640 -8%
IA
494
Inspire Advisors
Idaho
$1.64M +$419K +5,053 +34%
SI
495
Stephens Inc
Arkansas
$1.63M +$115K +1,383 +8%
BMD
496
Better Money Decisions
New Mexico
$1.61M -$9.7K -117 -0.6%
MSS
497
Mitchell Sinkler & Starr
Pennsylvania
$1.6M -$691K -8,335 -30%
HAS
498
HBW Advisory Services
California
$1.6M +$35.3K +426 +2%
BBA
499
BLB&B Advisors
Pennsylvania
$1.59M -$20.4K -246 -1%
Jones Financial Companies
500
Jones Financial Companies
Missouri
$1.59M +$1.24M +15,081 +363%
18 19
20
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