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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 %
BCMLT
901
Beacon Capital Management LLC (Tennessee)
Tennessee
$92.4K – – –
AAG
902
Armstrong Advisory Group
Massachusetts
$91.9K +$1.49K +18 +2%
OLVIG
903
Oliver Lagore Vanvalin Investment Group
Michigan
$91.4K +$26.1K +315 +40%
SIS
904
Sound Income Strategies
Florida
$84.1K -$11.9K -143 -12%
CSC
905
Caldwell Sutter Capital
California
$82.9K – – –
RFS
906
Richardson Financial Services
Massachusetts
$82.2K – – –
WAS
907
Winch Advisory Services
Wisconsin
$80.6K +$83 +1 +0.1%
WT
908
Whittier Trust
California
$75K – – –
PCA
909
Providence Capital Advisors
North Carolina
$73.2K – – –
HFS
910
Hantz Financial Services
Michigan
$73K -$48.1K -578 -40%
HF
911
Halpern Financial
Virginia
$71.9K +$5.16K +63 +8%
NFA
912
Northwest Financial Advisors
Virginia
$71.3K +$71.3K +860 New
PA
913
Pineridge Advisors
Missouri
$71.1K -$372K -4,487 -84%
TC
914
Truvestments Capital
Florida
$71.1K +$71.1K +857 New
Bank Julius Baer & Co
915
Bank Julius Baer & Co
Switzerland
$70.9K -$6.35M -64,619 -99%
SIC
916
Salem Investment Counselors
North Carolina
$67.7K +$4.31K +52 +7%
SOAMC
917
Spirit of America Management Corp
New York
$66.4K +$2.41K +29 +4%
M
918
MOTCO
Texas
$64.6K – – –
NFSG
919
Newbridge Financial Services Group
Florida
$63.5K +$3.49K +42 +6%
DSC
920
Duncker Streett & Co
Missouri
$62.2K – – –
AA
921
Ancora Advisors
Ohio
$61.3K -$2.32K -28 -4%
LIS
922
Legacy Investment Solutions
Idaho
$59.7K +$59.7K +683 New
LWMI
923
Legacy Wealth Management (Idaho)
Idaho
$59.7K +$59.7K +683 New
SC
924
Stephens Consulting
Michigan
$59.7K – – –
GWP
925
Gen-Wealth Partners
Michigan
$59.4K – – –
35 36
37
38 39