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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 %
JSL
726
JT Stratford LLC
Georgia
$402K +$415 +5 +0.1%
AF
727
Arrow Financial
New York
$402K – – –
HNB
728
Huntington National Bank
Ohio
$401K -$407K – –
CHA
729
Carmichael Hill & Associates
Maryland
$401K +$311K +3,744 +344%
TAM
730
Tucker Asset Management
Colorado
$401K -$1.91K -23 -0.5%
MCM
731
MAI Capital Management
Ohio
$400K +$26.3K +317 +7%
ANTB
732
AMG National Trust Bank
Colorado
$398K – – –
SMA
733
Sage Mountain Advisors
Georgia
$397K +$141K +1,700 +55%
SIC
734
Samalin Investment Counsel
New York
$397K +$120K +1,445 +43%
FG
735
Fiduciary Group
Georgia
$396K -$5.14K -62 -1%
RJT
736
Raymond James Trust
Florida
$392K -$3.4K -41 -0.9%
VBFP
737
Valtinson Bruner Financial Planning
Minnesota
$391K +$11.5K +139 +3%
CCG
738
Catalina Capital Group
California
$391K +$391K +4,718 New
HWA
739
HHM Wealth Advisors
Tennessee
$391K – – –
FPW
740
Flagship Private Wealth
Massachusetts
$388K +$93.5K +1,127 +32%
EWM
741
EPG Wealth Management
Georgia
$387K +$387K +4,661 New
WSFS
742
Wilmington Savings Fund Society
Delaware
$386K +$386K +4,657 New
Pathstone Holdings
743
Pathstone Holdings
New Jersey
$385K – – –
CWM
744
Cahaba Wealth Management
Georgia
$384K -$70.8K -853 -16%
CIAS
745
Capital Investment Advisory Services
North Carolina
$381K -$232K -2,796 -38%
SMC
746
Smith, Moore & Co
Missouri
$381K +$166 +2 +0%
AP
747
Americana Partners
Texas
$374K – – –
BOSSRA
748
B.O.S.S. Retirement Advisors
Utah
$372K +$94.3K +1,137 +34%
RWM
749
Rockline Wealth Management
New York
$371K +$72K +868 +24%
RFC
750
Regions Financial Corp
Alabama
$367K +$151K +1,816 +70%
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