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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 %
HHWM
651
Hiley Hunt Wealth Management
Nebraska
$580K -$10.7K -129 -2%
VWM
652
Venturi Wealth Management
Texas
$580K -$45.7K -551 -7%
CJ
653
Caitlin John
Michigan
$577K +$521K +5,954 +925%
GT
654
Glenmede Trust
Pennsylvania
$576K – – –
S4W
655
Solutions 4 Wealth
Texas
$573K -$16.2K -195 -3%
FF
656
Fox Financial
Pennsylvania
$572K – – –
TVAMP
657
Tennessee Valley Asset Management Partners
Tennessee
$570K +$45.5K +549 +9%
SAF
658
Smith Anglin Financial
Texas
$563K +$23.2K +280 +4%
PFS
659
Prospera Financial Services
Texas
$562K -$28.3M -340,963 -98%
PFA
660
Pure Financial Advisors
California
$562K +$7.22K +87 +1%
TI
661
Trexquant Investment
Connecticut
$558K +$558K +6,730 New
VF
662
Vawter Financial
Ohio
$558K – – –
CFS
663
Commonwealth Financial Services
West Virginia
$549K +$82 +1 +0%
CB
664
Community Bank
New York
$548K -$8.29K -100 -1%
WSWA
665
Warren Street Wealth Advisors
California
$547K -$2.16K -26 -0.4%
NW
666
NewEdge Wealth
Pennsylvania
$542K +$542K +6,534 New
Charles Schwab
667
Charles Schwab
California
$524K -$69.5K -838 -12%
MCM
668
Mainstream Capital Management
California
$520K +$520K +6,272 New
CWM
669
Centurion Wealth Management
Virginia
$520K +$520K +6,268 New
ST
670
Somerset Trust
Pennsylvania
$514K -$20.3K -245 -4%
TSS
671
Two Sigma Securities
New York
$514K -$550K -6,631 -52%
TCM
672
Tandem Capital Management
New Jersey
$514K – – –
JCM
673
Jacobi Capital Management
Pennsylvania
$510K -$41.5K -500 -8%
LW
674
Linscomb Wealth
Texas
$509K +$829 +10 +0.2%
HVIA
675
Hudson Valley Investment Advisors
New York
$506K -$314K -3,785 -38%
25 26
27
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