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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 %
JWBC
551
John W. Brooker & Co
California
$1.15M +$995 +12 +0.1%
JGIA
552
Jackson Grant Investment Advisers
Connecticut
$1.12M +$1.33K +16 +0.1%
Franklin Resources
553
Franklin Resources
California
$1.12M +$637K +7,516 +132%
MWM
554
MY Wealth Management
Maryland
$1.11M – – –
RWM
555
RKL Wealth Management
Pennsylvania
$1.1M +$1.1M +13,262 New
LA
556
Latitude Advisors
Florida
$1.08M -$447K -5,393 -29%
FHA
557
First Horizon Advisors
Tennessee
$1.08M +$12.4K +149 +1%
CW
558
CreativeOne Wealth
Kansas
$1.07M +$707K +8,518 +196%
CWS
559
Confluence Wealth Services
Pennsylvania
$1.04M -$422K -5,084 -29%
WPW
560
Waldron Private Wealth
Pennsylvania
$1.04M -$53.5K -645 -5%
RSA
561
River Street Advisors
Illinois
$1.04M +$60.1K +725 +6%
FWM
562
Fingerlakes Wealth Management
New York
$1.03M -$25.1K -303 -2%
TPWM
563
Twelve Points Wealth Management
Massachusetts
$1.03M -$24.1K -290 -2%
SSB
564
Sandy Spring Bank
Maryland
$1.02M – – –
TWM
565
Tradition Wealth Management
Minnesota
$1.02M +$81.8K +986 +9%
S
566
SignatureFD
Georgia
$1.02M +$85.8K +1,034 +9%
PIA
567
Pinion Investment Advisors
Kansas
$1.02M -$12.5K -151 -1%
SA
568
Sunesis Advisors
Kansas
$1.01M -$70.7K -853 -7%
BFA
569
Bill Few Associates
Pennsylvania
$1.01M +$40.8K +492 +4%
AIC
570
Ayalon Insurance Company
Israel
$1.01M – – –
PP
571
Prosperity Planning
Missouri
$1M -$20.6K -248 -2%
KWA
572
Kingswood Wealth Advisors
California
$987K -$1.15M -13,863 -54%
FA
573
FC Advisory
Pennsylvania
$985K -$664 -8 -0.1%
CAC
574
Certified Advisory Corp
Florida
$981K – – –
QFA
575
Quantum Financial Advisors
California
$980K +$227K +2,735 +30%
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