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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 %
CPA
876
Clear Point Advisors
New York
$151K -$30.8K -371 -17%
IBOK
877
Independence Bank of Kentucky
Kentucky
$151K +$151K +1,815 New
CSB
878
City State Bank
Iowa
$150K – – –
HPC
879
HM Payson & Co
Maine
$148K +$133K +1,600 +851%
MFA
880
Morling Financial Advisors
California
$148K – – –
BLC
881
Brown, Lisle/Cummings
Rhode Island
$148K – – –
RIA
882
Realta Investment Advisors
Delaware
$146K -$240K -2,836 -62%
Kayne Anderson Rudnick Investment Management
883
Kayne Anderson Rudnick Investment Management
California
$141K – – –
MWM
884
Mascoma Wealth Management
New Hampshire
$133K – – –
CFG
885
Copley Financial Group
California
$132K +$132K +1,597 New
MAM
886
Marquette Asset Management
Minnesota
$126K – – –
CSWM
887
Cassady Schiller Wealth Management
Ohio
$121K – – –
GTAM
888
Global Trust Asset Management
Florida
$116K – – –
NB
889
NBT Bank
New York
$113K +$98.6K +1,189 +676%
VWWMG
890
Vermillion & White Wealth Management Group
Pennsylvania
$111K -$83 -1 -0.1%
CIR
891
Clear Investment Research
Georgia
$110K +$110K +1,326 New
PWM
892
Partnership Wealth Management
Maryland
$108K -$47.1K -568 -30%
FG
893
Fairman Group
Pennsylvania
$104K – – –
National Bank of Canada
894
National Bank of Canada
Quebec, Canada
$103K – – –
CTC
895
Central Trust Company
Missouri
$102K +$11.1K +134 +12%
RWPA
896
Richard W. Paul & Associates
Michigan
$99.2K -$3.92M -47,264 -98%
CAL
897
Capital Advisors Ltd
Ohio
$98K – – –
FFWM
898
Future Financial Wealth Management
Ohio
$96.5K +$96.5K +1,163 New
PWM
899
Provident Wealth Management
Tennessee
$96.4K +$96.4K +1,162 New
PWMG
900
Prestige Wealth Management Group
New Jersey
$95.6K -$9.29K -112 -9%
34 35
36
37 38