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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 %
DE
626
Diversified Enterprises
Delaware
$678K +$678K +8,174 New
OCPWS
627
One Charles Private Wealth Services
Massachusetts
$677K -$79.6K -960 -11%
ECA
628
Elevated Capital Advisors
Utah
$674K -$12.9K -155 -2%
LWANC
629
Laurel Wealth Advisors (North Carolina)
North Carolina
$672K -$66.1K -797 -9%
BC
630
Brio Consultants
California
$672K -$39.4K -475 -6%
FNBOO
631
First National Bank of Omaha
Nebraska
$669K -$88.5K -1,067 -12%
TSMHT
632
Thurston Springer Miller Herd & Titak
Indiana
$659K +$573K +6,908 +670%
GAG
633
Goodman Advisory Group
Massachusetts
$654K -$40.6M -489,249 -98%
PC
634
Permanens Capital
New York
$640K +$167K +2,014 +35%
EWA
635
Exencial Wealth Advisors
Oklahoma
$638K -$22.6K -273 -3%
TYCC
636
Texas Yale Capital Corp
Florida
$631K +$8.29K +100 +1%
CAG
637
Csenge Advisory Group
Florida
$626K -$799K -9,518 -56%
SEI Investments
638
SEI Investments
Pennsylvania
$620K +$14.6K +176 +2%
RFN
639
Redwood Financial Network
Ohio
$613K -$9.62K -116 -2%
AA
640
Altman Advisors
Illinois
$609K +$609K +7,339 New
TFA
641
Teamwork Financial Advisors
Texas
$607K +$226K +2,726 +59%
ARC
642
Advisor Resource Council
Texas
$607K +$607K +7,320 New
FFN
643
Focus Financial Network
Minnesota
$601K -$83 -1 -0%
SFC
644
Strategic Financial Concepts
Texas
$599K -$49M -590,463 -99%
CNB
645
Camden National Bank
Maine
$598K +$598K +7,211 New
EI
646
Ellevest Inc
New York
$598K -$21.2K -255 -3%
FPAS
647
Focus Partners Advisor Solutions
Missouri
$592K +$7.96K +96 +1%
PWP
648
Principle Wealth Partners
Connecticut
$592K – – –
KOC
649
Koss-Olinger Consulting
Florida
$588K – – –
NC
650
NBW Capital
Massachusetts
$580K – – –
24 25
26
27 28