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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
$2.6B
2
KIM
Kestra Investment Management
Texas
$187M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$109M
4
AWM
AE Wealth Management
Kansas
$182M
5
BEI
Benjamin Edwards Inc
Missouri
$37.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$504M
2
DWM
Dynasty Wealth Management
Florida
$0
3
CCMG
Clark Capital Management Group
Pennsylvania
$201K
4
BWG
Balanced Wealth Group
Ohio
$20.9M
5
OPS
Orion Portfolio Solutions
Nebraska
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
926
Steph & Co
Wisconsin
$55K +$55K +663 New
FAM
927
Family Asset Management
South Carolina
$53.8K +$2.49K +30 +5%
BTI
928
Blue Trust Inc
Georgia
$53.1K +$26.4K +330 +99%
CHC
929
City Holding Co
West Virginia
$53.1K – – –
CAM
930
Creekmur Asset Management
Illinois
$51.8K +$51.8K +625 New
HCM
931
Hollencrest Capital Management
California
$50.9K +$249 +3 +0.5%
BCWM
932
Bartlett & Co Wealth Management
Ohio
$49.8K – – –
LWA
933
Lowe Wealth Advisors
Maryland
$48.2K – – –
SC
934
Sawyer & Company
Massachusetts
$46K -$34.3K -415 -43%
CAM
935
Costello Asset Management
Pennsylvania
$45.2K +$16.6K +200 +58%
UFAC
936
Urban Financial Advisory Corp
Illinois
$45.2K +$45.2K +545 New
JFGIW
937
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5K +$7.71K +93 +22%
CA
938
Clearstead Advisors
Ohio
$40.3K +$166 +2 +0.4%
FMII
939
Farmers & Merchants Investments Inc
Nebraska
$37.2K – – –
FM
940
Family Management
New York
$36.9K – – –
BBHC
941
Brown Brothers Harriman & Co
New York
$36K +$36K +434 New
MSG
942
Main Street Group
Virginia
$31.7K -$166 -2 -0.5%
IF
943
Integrity Financial
Wyoming
$30.7K +$2.32K +28 +8%
FAM
944
Flaharty Asset Management
Florida
$29K +$29K +350 New
NRC
945
New Republic Capital
North Carolina
$28.7K – – –
WWM
946
Wolff Wiese Magana
California
$28.7K +$83 +1 +0.3%
SIC
947
SJS Investment Consulting
Ohio
$28.1K – – –
AT
948
Arlington Trust
Alabama
$27.5K – – –
SWM
949
Sanctuary Wealth Management
Idaho
$26.7K – – –
OC
950
Oakworth Capital
Alabama
$25.2K -$279K -3,359 -92%
36 37
38
39 40