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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 %
SFG
576
Sovereign Financial Group
Connecticut
$969K -$25K -302 -3%
TA
577
TFB Advisors
Kansas
$941K -$112K -1,347 -11%
SIA
578
Schechter Investment Advisors
Michigan
$937K -$96.2K -1,160 -9%
WWM
579
WJ Wealth Management
Arizona
$937K -$21.6K -260 -2%
PMFA
580
Plante Moran Financial Advisors
Michigan
$926K -$7.05K -85 -0.8%
LF
581
Lantz Financial
Illinois
$918K – – –
OGF
582
Orin Green Financial
California
$914K – – –
SS
583
Sunbelt Securities
Texas
$913K -$35.5K -428 -4%
BB
584
Berkshire Bank
Massachusetts
$893K -$165K -1,986 -16%
M1FG
585
Mach-1 Financial Group
Arkansas
$892K +$275K +3,316 +45%
STA
586
Summit Trail Advisors
New York
$892K – – –
DCM
587
DGS Capital Management
New Jersey
$888K – – –
FTS
588
Fifth Third Securities
Ohio
$887K -$208K -2,505 -19%
DWM
589
Drive Wealth Management
Utah
$874K -$457K -5,512 -34%
SWM
590
SFG Wealth Management
Maryland
$863K -$28.7K -346 -3%
AWMNH
591
Arcadia Wealth Management (New Hampshire)
New Hampshire
$851K +$123K +1,484 +17%
MFWP
592
Mosaic Family Wealth Partners
Missouri
$848K +$37.2K +449 +5%
SPC
593
Sigma Planning Corp
Michigan
$848K +$29.6K +357 +4%
Bank of Montreal
594
Bank of Montreal
Ontario, Canada
$836K -$1.68M -20,381 -67%
EFS
595
Essex Financial Services
Connecticut
$827K -$51.1K -602 -6%
Empower Advisory Group
596
Empower Advisory Group
Colorado
$822K +$318K +3,831 +63%
SCA
597
Snowden Capital Advisors
New York
$819K -$84K -1,013 -9%
LL
598
LWMG LLC
Minnesota
$818K – – –
WAM
599
Wallington Asset Management
Indiana
$813K – – –
AC
600
Apella Capital
Connecticut
$793K +$793K +9,686 New
22 23
24
25 26