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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 %
PCFFS
976
Pacific Center for Financial Services
California
$10K +$83 +1 +0.8%
NRG
977
Nemes Rush Group
Michigan
$9.88K – – –
MAM
978
Morse Asset Management
Connecticut
$9.58K +$9.58K +115 New
WWP
979
WR Wealth Planners
Missouri
$8.8K +$6.64K +80 +308%
BSB
980
Bangor Savings Bank
Maine
$8.38K – – –
EWM
981
Evermay Wealth Management
Virginia
$8.29K +$8.29K +100 New
TIM
982
Tortoise Investment Management
New York
$7.88K – – –
MIM
983
Macroview Investment Management
Maryland
$7.6K -$991 -12 -12%
Deutsche Bank
984
Deutsche Bank
Germany
$7.47K -$18.7K -225 -71%
BIM
985
Breakwater Investment Management
Washington
$7.3K – – –
HFM
986
Hartford Financial Management
Connecticut
$7.05K – – –
ADL
987
Asset Dedication LLC
California
$6.64K +$6.64K +80 New
CWC
988
Carolinas Wealth Consulting
North Carolina
$6.47K – – –
MRCM
989
M&R Capital Management
New Jersey
$5.31K +$498 +6 +10%
TCM
990
TD Capital Management
Tennessee
$4.91K – – –
JIP
991
Jaffetilchin Investment Partners
Florida
$4.81K +$4.81K +58 New
MA
992
Montag & Associates
Georgia
$4.75K -$131K -1,577 -97%
WBC
993
West Branch Capital
Massachusetts
$4.65K – – –
VCM
994
Versant Capital Management
Arizona
$4.48K – – –
BHWM
995
Beaird Harris Wealth Management
Texas
$4.23K – – –
RBC
996
Roble Belko & Company
Pennsylvania
$4K – – –
APC
997
Aspire Private Capital
North Carolina
$2.99K – – –
EA
998
Evolution Advisers
Virginia
$2K +$2K +24 New
PP
999
Pacifica Partners
Canada
$1.99K – – –
CJH
1000
Christopher J. Hasenberg
Wisconsin
$1.66K – – –
38 39
40
41 42