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 %
WFAG
826
Worth Financial Advisory Group
North Carolina
$241K +$241K +2,902 New
P
827
&Partners
Tennessee
$240K +$240K +2,896 New
SYBT
828
Stock Yards Bank & Trust
Kentucky
$237K – – –
SRC
829
Sage Rhino Capital
California
$230K – – –
CIC
830
Cutler Investment Counsel
Oregon
$229K +$2.41K +29 +1%
EAM
831
Evanson Asset Management
California
$228K – – –
G
832
Gainplan
Michigan
$228K – – –
WS
833
Wedbush Securities
California
$227K +$227K +2,731 New
EWM
834
Empirical Wealth Management
Washington
$227K -$15.3K -184 -6%
DC
835
Davenport & Co
Virginia
$226K – – –
FB
836
Fulton Bank
Pennsylvania
$226K +$226K +2,728 New
RCI
837
RS Crum Inc
California
$226K +$83 +1 +0%
SCA
838
Sandy Cove Advisors
Massachusetts
$222K +$222K +2,680 New
RWP
839
RWA Wealth Partners
Massachusetts
$221K -$54.3K -655 -20%
CL
840
Choreo LLC
Illinois
$221K +$221K +2,703 New
MSF
841
Mustard Seed Financial
Arkansas
$221K +$6.55K +79 +3%
MAM
842
MWA Asset Management
Massachusetts
$221K +$221K +2,660 New
CAM
843
Clark Asset Management
New Hampshire
$220K – – –
GSEP
844
Golden State Equity Partners
California
$220K +$220K +2,579 New
MWM
845
Maltin Wealth Management
New Jersey
$219K +$332 +4 +0.2%
DADC
846
D.A. Davidson & Co
Montana
$218K +$218K +2,629 New
FFW
847
Fusion Family Wealth
New York
$216K – – –
TWC
848
TD Waterhouse Canada
Ontario, Canada
$216K -$44.4K -543 -17%
Qube Research & Technologies (QRT)
849
Qube Research & Technologies (QRT)
United Kingdom
$214K -$361K -4,351 -63%
RFM
850
Royal Fund Management
Florida
$212K +$212K +2,550 New
32 33
34
35 36