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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,011 hedge funds and large institutions have $22.7B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+70
Holders Change %
+7.44%
% of All Funds
14.7%
Holding in Top 10
190
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
125
Increased
427
Reduced
324
Closed
39
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$537M
2
Goldman Sachs
Goldman Sachs
New York
+$184M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$180M
4
LPL Financial
LPL Financial
California
+$161M
5
SC
Savant Capital
Illinois
+$109M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$102M
2
GI
GLOBALT Investments
Georgia
-$63.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$50.6M
4
AIG
American International Group
New York
-$31.4M
5
Ameriprise
Ameriprise
Minnesota
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCPWS
626
One Charles Private Wealth Services
Massachusetts
$731K +$48.2K +602 +7%
QFA
627
Quantum Financial Advisors
California
$728K +$728K +9,086 New
PA
628
Procyon Advisors
Connecticut
$727K +$239K +2,987 +49%
HIP
629
HUB Investment Partners
Texas
$717K +$312K +3,897 +77%
LWANC
630
Laurel Wealth Advisors (North Carolina)
North Carolina
$714K +$561 +7 +0.1%
AWMNH
631
Arcadia Wealth Management (New Hampshire)
New Hampshire
$701K +$185K +2,307 +36%
IHWM
632
Iron Horse Wealth Management
Iowa
$700K -$4.89K -61 -0.7%
JWA
633
JFS Wealth Advisors
Pennsylvania
$700K +$48.1K +600 +7%
FA
634
Fiduciary Alliance
South Carolina
$696K -$48K -589 -6%
TW
635
TrinityPoint Wealth
Connecticut
$693K +$29.6K +369 +4%
BC
636
Brio Consultants
California
$687K -$68.2K -851 -9%
CS
637
Crescent Sterling
Louisiana
$685K – – –
AWM
638
Apollon Wealth Management
South Carolina
$683K -$8.73K -109 -1%
RPGK
639
Retirement Planning Group (Kansas)
Kansas
$680K -$2.81K -35 -0.4%
TSWM
640
Tyler-Stone Wealth Management
Ohio
$679K -$3.13K -39 -0.5%
CP
641
Castleview Partners
Texas
$668K -$198K -2,470 -23%
ECA
642
Elevated Capital Advisors
Utah
$664K -$25.4K -317 -4%
D
643
Diversified
Delaware
$660K +$401 +5 +0.1%
OFG
644
OmniStar Financial Group
North Carolina
$658K +$313K +3,904 +91%
EWA
645
Exencial Wealth Advisors
Oklahoma
$638K +$638K +7,963 New
HVIA
646
Hudson Valley Investment Advisors
New York
$638K +$180K +2,791 +39%
SPWM
647
Schrum Private Wealth Management
Florida
$630K -$145K -1,809 -19%
SAG
648
Spotlight Asset Group
Illinois
$624K – – –
VWM
649
Venturi Wealth Management
Texas
$604K – – –
AF
650
Advisornet Financial
Minnesota
$602K -$12.3K -153 -2%
24 25
26
27 28