SPYG icon

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 %
RS
751
Retirement Solution
Washington
$362K +$17.2K +207 +5%
CB
752
Chris Bulman
California
$361K -$404K -4,866 -53%
WPC
753
Wedmont Private Capital
Pennsylvania
$361K -$25.4K -310 -7%
AFG
754
Atomi Financial Group
New York
$359K -$809K -9,749 -69%
FC
755
Financial Consulate
Maryland
$357K +$8.29K +100 +2%
PAG
756
Paladin Advisory Group
Iowa
$354K -$829 -10 -0.2%
AFM
757
Abbot Financial Management
Massachusetts
$352K – – –
CWMGP
758
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$349K +$166 +2 +0%
TAM
759
TCP Asset Management
Ohio
$347K +$347K +4,185 New
AR
760
Apeiron RIA
Texas
$344K +$166 +2 +0%
JWCA
761
J.W. Coons Advisors
Ohio
$341K +$6.64K +80 +2%
SCG
762
Sonata Capital Group
Washington
$336K – – –
BWL
763
Bogart Wealth LLC
Virginia
$332K +$276K +3,327 +489%
FI
764
FWG Investments
Kentucky
$328K +$498 +6 +0.2%
HWMC
765
Heritage Wealth Management (California)
California
$328K -$38.4K -463 -10%
DSA
766
Droms Strauss Advisors
Missouri
$327K – – –
C1AG
767
Client 1st Advisory Group
Florida
$325K – – –
BP
768
Ballentine Partners
Massachusetts
$321K – – –
CWM
769
Concentric Wealth Management
California
$320K +$83 +1 +0%
NCTC
770
New Covenant Trust Company
Indiana
$319K – – –
EA
771
Eclectic Associates
California
$318K -$2.9K -35 -0.9%
SFS
772
Stiles Financial Services
Minnesota
$312K -$99.8K -1,203 -24%
KTA
773
Keeley-Teton Advisors
Illinois
$311K – – –
DL
774
DOHJ LLC
Washington
$310K +$491 +6 +0.2%
AF
775
Amara Financial
California
$306K +$306K +3,690 New
29 30
31
32 33