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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 %
IAIM
1051
International Assets Investment Management
Florida
– -$232K -2,891 Closed
LAS
1052
Lloyd Advisory Services
Georgia
– -$220K -2,747 Closed
NWMG
1053
National Wealth Management Group
Ohio
– -$211K -2,633 Closed
SA
1054
Scarborough Advisors
Maryland
– -$154K -1,918 Closed
FRA
1055
Front Row Advisors
California
– -$107K -1,330 Closed
ATPW
1056
Ashton Thomas Private Wealth
Arizona
– -$105K -1,310 Closed
HR
1057
Howe & Rusling
New York
– -$72.7K -907 Closed
FIM
1058
FWL Investment Management
Texas
– -$63.4K -791 Closed
GLR
1059
Great Lakes Retirement
Ohio
– -$47.5K -593 Closed
TWP
1060
Triad Wealth Partners
Kansas
– -$43.8K -547 Closed
RWMG
1061
Redwood Wealth Management Group
New Jersey
– -$40.1K -500 Closed
PGAM
1062
Princeton Global Asset Management
New Jersey
– -$34.5K -430 Closed
HT
1063
Headlands Technologies
Illinois
– -$32.9K -411 Closed
VNA
1064
Valley National Advisers
Pennsylvania
– -$26K -336 Closed
EC
1065
EdgeRock Capital
Colorado
– -$25.6K -320 Closed
AFWM
1066
Abich Financial Wealth Management
Virginia
– -$20.3K -253 Closed
WIM
1067
Westside Investment Management
California
– -$17.6K -220 Closed
DWM
1068
Dogwood Wealth Management
Kansas
– -$12.3K -154 Closed
PCM
1069
Penserra Capital Management
California
– -$8K -98 Closed
TCCM
1070
Timber Creek Capital Management
Massachusetts
– -$7.33K -91 Closed
BWP
1071
Baldwin Wealth Partners
Massachusetts
– -$6.41K -80 Closed
BlackRock
1072
BlackRock
New York
– -$5.53K -69 Closed
FWA
1073
FSC Wealth Advisors
New York
– -$4.41K -55 Closed
IC
1074
Innealta Capital
Texas
– -$2.65K -33 Closed
BF
1075
BOK Financial
Oklahoma
– -$2.24K -28 Closed
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