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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

941 hedge funds and large institutions have $19.3B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 384 increasing their positions, 350 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+31
Holders Change %
+3.41%
% of All Funds
13.64%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.44%
New
94
Increased
384
Reduced
350
Closed
48
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$160M
2
LPL Financial
LPL Financial
California
$2.05B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$362M
4
Ameriprise
Ameriprise
Minnesota
$577M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$178M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$468M
2
FGAM
Financial Gravity Asset Management
Texas
$21.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$171M
4
Bank of America
Bank of America
North Carolina
$218M
5
Financial Engines Advisors
Financial Engines Advisors
California
$1.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$43.2M +$8.18M +111,839 +23%
PIA
77
Perennial Investment Advisors
California
$42.1M -$6.28M -85,895 -13%
BCM
78
Brookstone Capital Management
Illinois
$41.8M -$6.32M -86,359 -13%
MYIA
79
Mount Yale Investment Advisors
Colorado
$41M +$41M +561,155 New
TC
80
Trilogy Capital
California
$40.6M -$6.33M -86,524 -13%
Stifel Financial
81
Stifel Financial
Missouri
$39M +$7.45M +101,894 +24%
RA
82
Rodgers & Associates
Pennsylvania
$38.9M -$2.35M -32,168 -6%
AAS
83
Ameritas Advisory Services
Nebraska
$38.6M +$8.2M +112,581 +27%
LFPWM
84
Leicht Financial Planning & Wealth Management
New Jersey
$37.5M -$7.15M -97,743 -16%
SWM
85
SilverOak Wealth Management
Minnesota
$36.1M +$522K +7,131 +1%
AIA
86
Alera Investment Advisors
Illinois
$36.1M -$3.89M -53,137 -10%
T
87
TrueFG
Texas
$35.6M -$401K -5,488 -1%
KWM
88
Kingsview Wealth Management
Oregon
$34.8M +$6.29M +85,944 +22%
IWM
89
IHT Wealth Management
Illinois
$33.8M -$2.04M -27,923 -6%
MWPCG
90
Measured Wealth Private Client Group
New Hampshire
$32.2M -$1.02M -13,946 -3%
ACA
91
Ackerman Capital Advisors
Texas
$32M +$1.21M +16,584 +4%
EWM
92
Executive Wealth Management
Michigan
$31.8M +$10.9M +148,148 +52%
SWP
93
Strategic Wealth Partners
Ohio
$31.8M +$612K +8,360 +2%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$31.7M -$466K -6,374 -1%
GKWIM
95
Gerber Kawasaki Wealth & Investment Management
California
$31.5M +$1.47M +20,032 +5%
AIG
96
American International Group
New York
$31.4M +$10.3M +140,573 +49%
PAS
97
Park Avenue Securities
New York
$29.9M +$29.6M +404,171 +10,112%
NB
98
Nicolet Bankshares
Wisconsin
$29.8M -$1.07M -14,597 -3%
EDRIA
99
Edmonds Duncan Registered Investment Advisors
Kansas
$29.7M +$124K +1,691 +0.4%
WAG
100
Winthrop Advisory Group
Massachusetts
$29.6M +$27.5M +428,964 +1,311%
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