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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 %
SWA
676
Strategies Wealth Advisors
Michigan
$497K -$8.05K -97 -2%
BA
677
Ballast Advisors
Minnesota
$493K -$3.15K -38 -0.6%
CFD
678
Creative Financial Designs
Indiana
$493K -$1.06M -12,768 -68%
SBIA
679
Sheaff Brock Investment Advisors
Indiana
$491K – – –
RSS
680
Rosenblum Silverman Sutton
California
$491K +$18.2K +220 +4%
ACI
681
Alpha Cubed Investments
California
$487K -$8.29K -100 -2%
DFG
682
Delta Financial Group
New Jersey
$484K – – –
WFS
683
WealthGarden F.S.
California
$484K -$42K -506 -8%
IAN
684
Integrated Advisors Network
Texas
$479K -$7.46K -90 -2%
EAM
685
Everstar Asset Management
North Carolina
$478K +$478K +5,769 New
PMG
686
ProVise Management Group
Florida
$472K -$2.9K -35 -0.6%
MCWS
687
McKinley Carter Wealth Services
West Virginia
$470K -$32.7K -394 -7%
AWM
688
Aviso Wealth Management
Washington
$470K -$76.1K -917 -14%
CA
689
Calton & Associates
Florida
$468K -$134K -1,616 -22%
SL
690
SWMG LLC
Texas
$468K +$26.1K +298 +6%
CIA
691
Capital Investment Advisors
Georgia
$467K +$83 +1 +0%
FWM
692
FFT Wealth Management
Pennsylvania
$467K +$71.4K +861 +18%
BL
693
Balentine LLC
Georgia
$466K – – –
AWM
694
Accurate Wealth Management
Florida
$466K +$60.4K +716 +15%
SW
695
SteelPeak Wealth
California
$461K +$9.7K +117 +2%
SA
696
SpiderRock Advisors
Delaware
$461K +$461K +5,558 New
FMN
697
Financial Management Network
California
$460K -$3.31K -40 -0.7%
TPA
698
Trivium Point Advisory
Connecticut
$451K -$33.2K -379 -7%
CMAI
699
Capital Management Associates Inc
Minnesota
$450K +$450K +5,429 New
FT
700
Fiduciary Trust
Massachusetts
$444K – – –
26 27
28
29 30