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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 %
TCWA
501
Turtle Creek Wealth Advisors
Texas
$1.57M – – –
PNC Financial Services Group
502
PNC Financial Services Group
Pennsylvania
$1.56M -$1.47M -17,724 -49%
MGIA
503
Moneta Group Investment Advisors
Missouri
$1.55M +$348K +4,191 +29%
PA
504
Pinnacle Associates
New York
$1.55M +$447K +6,871 +41%
WIA
505
World Investment Advisors
California
$1.54M +$1.27M +15,286 +464%
QWM
506
Quadcap Wealth Management
Texas
$1.54M -$2.24K -27 -0.1%
KCIC
507
Kuhn & Co Investment Counsel
Illinois
$1.53M +$2.49K +30 +0.2%
Simplex Trading
508
Simplex Trading
Illinois
$1.52M -$2.03M -24,548 -57%
SFPG
509
Stonebridge Financial Planning Group
Florida
$1.51M -$23.7K -286 -2%
TBWA
510
Three Bridge Wealth Advisors
California
$1.51M – – –
FL
511
FreeGulliver LLC
Louisiana
$1.5M -$46.9K -565 -3%
AIP
512
Ameritas Investment Partners
Nebraska
$1.5M -$215K -2,592 -13%
MA
513
Mutual Advisors
Nebraska
$1.49M +$2.86K +34 +0.2%
TFS
514
Thoroughbred Financial Services
Tennessee
$1.47M +$53.4K +644 +4%
ICP
515
Interchange Capital Partners
Pennsylvania
$1.46M -$53.7K -647 -4%
MG
516
Mather Group
Illinois
$1.44M -$116K -1,397 -7%
TSWM
517
Tyler-Stone Wealth Management
Ohio
$1.41M +$709K +8,552 +101%
Kovitz Investment Group Partners
518
Kovitz Investment Group Partners
Illinois
$1.41M -$11K -134 -0.8%
TFG
519
Tilson Financial Group
New Jersey
$1.41M +$4.4K +53 +0.3%
WPC
520
White Pine Capital
Minnesota
$1.4M +$22.4K +270 +2%
IP
521
Ignite Planners
California
$1.38M -$421K -5,081 -23%
LMKC
522
L.M. Kohn & Company
Ohio
$1.38M -$15.8K -191 -1%
PWM
523
Perigon Wealth Management
California
$1.37M -$22.7K -274 -2%
AWS
524
Arkfeld Wealth Strategies
Nebraska
$1.34M +$26.9K +325 +2%
LAS
525
LWM Advisory Services
Florida
$1.34M -$179K -2,163 -12%
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