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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 %
JIC
851
Johnson Investment Counsel
Ohio
$211K +$166 +2 +0.1%
TB
852
Terril Brothers
Missouri
$210K – – –
CW
853
Channel Wealth
California
$209K -$57.4K -692 -22%
LSA
854
Lion Street Advisors
Texas
$209K -$306K -3,685 -59%
CRI
855
Colonial River Investments
Virginia
$209K -$3.12M -37,632 -94%
MAM
856
Mainsail Asset Management
Alabama
$209K – – –
AGWCA
857
Annis Gardner Whiting Capital Advisors
Florida
$207K -$19.1K -230 -8%
HW
858
Hancock Whitney
Mississippi
$207K +$207K +2,494 New
MWM
859
MGB Wealth Management
Texas
$205K +$996 +12 +0.5%
LFA
860
Laraway Financial Advisors
Minnesota
$203K +$203K +2,445 New
FWP
861
FAS Wealth Partners
Kansas
$203K -$124K -1,494 -38%
CCMG
862
Clark Capital Management Group
Pennsylvania
$201K -$187M -2,249,506 -100%
WF
863
WoodTrust Financial
Wisconsin
$201K +$201K +2,429 New
RCM
864
Raleigh Capital Management
North Carolina
$201K +$10.1K +122 +5%
OSNBOA
865
Old Second National Bank of Aurora
Illinois
$192K -$30.7K -370 -14%
SWC
866
Spectrum Wealth Counsel
Indiana
$190K +$332 +4 +0.2%
RIL
867
Rothschild Investment LLC
Illinois
$183K +$249 +3 +0.1%
PA
868
Parallel Advisors
California
$181K +$21.2K +255 +13%
TRCT
869
Tower Research Capital (TRC)
New York
$181K +$180K +2,172 +43,440%
NCM
870
Northwest Capital Management
Oregon
$174K -$20K -241 -10%
NIC
871
Northwest Investment Counselors
Oregon
$170K +$170K +2,050 New
Bessemer Group
872
Bessemer Group
New Jersey
$163K +$163K +1,969 New
EB
873
Eastern Bank
Massachusetts
$162K +$162K +1,950 New
CT
874
Colonial Trust
South Carolina
$159K – – –
AW
875
Avion Wealth
Texas
$158K -$10.6K -128 -6%
33 34
35
36 37