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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 %
PPWP
776
Proquility Private Wealth Partners
Nevada
$304K – – –
KLI
777
Kelman-Lazarov Inc
Tennessee
$303K – – –
SFG
778
Snider Financial Group
Washington
$303K +$19.8K +239 +7%
LFAS
779
Level Four Advisory Services
Texas
$301K -$165 -2 -0.1%
MAS
780
Madden Advisory Services
Florida
$301K -$6.14K -74 -2%
MAS
781
Meeder Advisory Services
Ohio
$301K -$6.72K -81 -2%
MPCA
782
Madison Park Capital Advisors
Washington
$298K +$249 +3 +0.1%
BFG
783
Bleakley Financial Group
New Jersey
$297K – – –
IWS
784
Insight Wealth Strategies
California
$296K +$498 +6 +0.2%
AWA
785
Arkadios Wealth Advisors
Georgia
$292K +$24.4K +294 +9%
LWL
786
Leo Wealth LLC
Texas
$291K +$291K +3,505 New
MIM
787
Moseley Investment Management
Florida
$290K -$63.5K -766 -18%
Vanguard Group
788
Vanguard Group
Pennsylvania
$288K +$67.1K +809 +30%
MC
789
Moors & Cabot
Massachusetts
$287K -$212K -2,558 -42%
CIA
790
Cape Investment Advisory
Georgia
$287K -$30.4K -366 -10%
OW
791
Olistico Wealth
Oklahoma
$286K – – –
PFG
792
Peterson Financial Group
Iowa
$285K -$249 -3 -0.1%
DWT
793
Dorsey & Whitney Trust
South Dakota
$284K -$746 -9 -0.3%
RDIA
794
RE Dickinson Investment Advisors
Iowa
$283K +$110K +1,324 +63%
MAA
795
Matrix Asset Advisors
New York
$283K +$16.5K +199 +6%
OC
796
Oppenheimer & Co
New York
$282K -$70.2K -846 -20%
RWM
797
RBA Wealth Management
California
$279K -$83 -1 -0%
AA
798
AlphaMark Advisors
Kentucky
$276K -$19.2K -231 -6%
LSIA
799
LaSalle St. Investment Advisors
Illinois
$275K -$114K -1,380 -29%
VL
800
Vima LLC
Michigan
$275K +$83 +1 +0%
30 31
32
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