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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 %
SFB
801
STAR Financial Bank
Indiana
$274K +$274K +3,303 New
NL
802
NWAM LLC
Washington
$274K +$274K +3,299 New
KCFA
803
Key Client Fiduciary Advisors
New Jersey
$271K +$24.4K +294 +10%
FNC
804
First National Corp
Massachusetts
$270K – – –
AG
805
AlTi Global
New York
$267K +$166 +2 +0.1%
BW
806
Bison Wealth
Georgia
$267K +$267K +3,217 New
CAM
807
Cozad Asset Management
Illinois
$266K +$55.8K +673 +27%
QCM
808
QRG Capital Management
Illinois
$265K +$265K +3,196 New
AWM
809
Able Wealth Management
New Jersey
$263K -$71K -856 -21%
FCA
810
FinTrust Capital Advisors
South Carolina
$262K +$21.6K +260 +9%
PFBT
811
Parkside Financial Bank & Trust
Missouri
$261K +$16.5K +199 +7%
CCM
812
Condor Capital Management
New Jersey
$256K +$166 +2 +0.1%
ES
813
ETF Store
Kansas
$253K -$68.3K -823 -21%
WF
814
Warner Financial
Maryland
$251K +$332 +4 +0.1%
MWM
815
Merriman Wealth Management
Washington
$251K +$251K +3,021 New
VR
816
Valued Retirements
Texas
$249K – – –
TPW
817
Talon Private Wealth
Florida
$247K +$247K +2,984 New
IP
818
Investment Partners
Ohio
$247K – – –
OP
819
ORG Partners
Indiana
$247K -$16.8K -202 -6%
SEIA
820
Signature Estate & Investment Advisors
California
$246K +$332 +4 +0.1%
BJL
821
Brighton Jones LLC
Washington
$245K +$245K +2,948 New
SXL
822
Summit X LLC
Missouri
$244K -$164K -2,050 -40%
GCP
823
Gill Capital Partners
Colorado
$244K – – –
VBA
824
von Borstel & Associates
Oregon
$243K +$243K +2,940 New
E
825
ETFidea
New York
$242K – – –
31 32
33
34 35