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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 %
Verition Fund Management
701
Verition Fund Management
Connecticut
$443K +$443K +5,346 New
DCM
702
Donaldson Capital Management
Indiana
$441K +$50.3K +606 +13%
PG
703
Prostatis Group
Maryland
$440K -$34.1K -411 -7%
BBNA
704
Bremer Bank National Association
Minnesota
$440K – – –
4WM
705
49 Wealth Management
Texas
$439K +$439K +5,293 New
GT
706
Greenleaf Trust
Michigan
$439K – – –
EP
707
Edgestream Partners
New Jersey
$439K +$439K +5,287 New
PCS
708
Private Client Services
Kentucky
$438K -$37.7K -454 -8%
EE
709
EWG Elevate
California
$437K +$18.7K +225 +4%
MCM
710
McDonough Capital Management
Florida
$436K +$5.72K +69 +1%
FC
711
Fusion Capital
South Carolina
$433K +$332 +4 +0.1%
EGA
712
Eagle Global Advisors
Texas
$432K – – –
AWM
713
Axxcess Wealth Management
California
$432K -$3.1M -37,370 -88%
FPWM
714
FSB Premier Wealth Management
Iowa
$427K +$29.9K +360 +8%
NS
715
NBC Securities
Alabama
$418K -$31.5K -380 -7%
AWM
716
Accel Wealth Management
Iowa
$417K – – –
FFA
717
Founders Financial Alliance
North Carolina
$417K +$14.9K +180 +4%
BI
718
Ballast Inc
Kentucky
$416K +$6.88K +83 +2%
MSFS
719
Main Street Financial Solutions
Pennsylvania
$416K +$498 +6 +0.1%
AWA
720
Acorn Wealth Advisors
Michigan
$412K -$8.54K -103 -2%
BFA
721
Beacon Financial Advisory
Ohio
$411K -$23.4K -282 -5%
RWB
722
RMR Wealth Builders
New Jersey
$410K -$72.4K -873 -15%
DAS
723
Dynamic Advisor Solutions
Arizona
$407K -$9.37K -113 -2%
FLPIM
724
F.L. Putnam Investment Management
Massachusetts
$405K -$61.2K -738 -13%
GFPC
725
Global Financial Private Client
Florida
$403K – – –
27 28
29
30 31