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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 %
AG
601
Ascent Group
Virginia
$787K -$121K -1,461 -13%
RPGK
602
Retirement Planning Group (Kansas)
Kansas
$782K +$78.2K +943 +11%
WH
603
Willner & Heller
California
$766K -$2.9K -35 -0.4%
SCP
604
Stevens Capital Partners
Nebraska
$765K +$1.08K +13 +0.1%
BCM
605
BTC Capital Management
Iowa
$764K +$764K +9,217 New
CAMG
606
CWA Asset Management Group
Florida
$763K +$763K +9,202 New
WAG
607
Wallace Advisory Group
California
$760K – – –
PA
608
Procyon Advisors
Connecticut
$757K +$4.89K +59 +0.7%
TW
609
TrinityPoint Wealth
Connecticut
$757K +$39.1K +472 +5%
HIP
610
HUB Investment Partners
Texas
$744K +$1.99K +24 +0.3%
IF
611
Intrua Financial
Texas
$742K -$962K -11,595 -56%
AWM
612
Apollon Wealth Management
South Carolina
$740K +$33.2K +400 +5%
OFG
613
OmniStar Financial Group
North Carolina
$740K +$56.6K +681 +8%
AF
614
Advisornet Financial
Minnesota
$733K +$110K +1,330 +18%
JWA
615
JFS Wealth Advisors
Pennsylvania
$723K -$1.08K -13 -0.1%
CHP
616
Cable Hill Partners
Oregon
$721K +$142K +1,712 +25%
IHWM
617
Iron Horse Wealth Management
Iowa
$718K -$6.55K -79 -0.9%
SDAM
618
Shulman DeMeo Asset Management
New York
$714K +$714K +8,615 New
AWM
619
Aprio Wealth Management
Georgia
$713K -$148K -1,786 -17%
6F
620
626 Financial
Michigan
$708K -$114K -1,378 -14%
FMTCOCP
621
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$701K +$137K +1,654 +24%
CS
622
Crescent Sterling
Louisiana
$699K -$10.4K -125 -1%
CP
623
Castleview Partners
Texas
$692K +$664 +8 +0.1%
FA
624
Fiduciary Alliance
South Carolina
$689K -$20.2K -243 -3%
D
625
Diversified
Delaware
$678K -$4.81K -58 -0.7%
23 24
25
26 27