SPYG icon

SPDR Portfolio S&P 500 Growth ETF

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$24M +$3.46M +58,441 +17%
WH
102
Whitcomb & Hess
Ohio
$23.7M +$146K +2,466 +0.6%
SFM
103
Signet Financial Management
New Jersey
$23.5M +$812K +13,704 +4%
Creative Planning
104
Creative Planning
Kansas
$23.3M +$1.25M +21,069 +6%
EDRIA
105
Edmonds Duncan Registered Investment Advisors
Kansas
$23.1M -$207K -3,484 -0.9%
IFPL
106
Investments & Financial Planning LLC
Kentucky
$23M +$329K +5,548 +1%
GKWIM
107
Gerber Kawasaki Wealth & Investment Management
California
$22.9M +$592K +9,987 +3%
ACA
108
Ackerman Capital Advisors
Texas
$22.8M +$5.34M +90,109 +31%
GWAG
109
Garrett Wealth Advisory Group
Texas
$22.7M +$626K +10,558 +3%
RA
110
Riversedge Advisors
Delaware
$22.2M -$2.2M -37,150 -9%
OCM
111
One Capital Management
California
$22.1M -$163K -2,748 -0.7%
JFA
112
JNBA Financial Advisors
Minnesota
$21.9M -$3.29M -55,440 -13%
AIG
113
American International Group
New York
$21.7M +$2.96M +49,900 +16%
PFS
114
Prospera Financial Services
Texas
$21.6M -$511K -8,614 -2%
IWA
115
Inspirion Wealth Advisors
Illinois
$20.8M -$1.38M -23,337 -6%
CSPAM
116
Cary Street Partners Asset Management
Virginia
$20.8M -$534K -9,005 -3%
CCFM
117
Clear Creek Financial Management
Washington
$20.3M +$3.12M +52,665 +18%
CWM
118
Cordatus Wealth Management
Pennsylvania
$19.7M -$394K -6,650 -2%
DCS
119
Destiny Capital Securities
Colorado
$19.5M +$19.5M +329,340 New
OL
120
Optas LLC
Texas
$19M +$13.3M +224,570 +233%
SF
121
Symphony Financial
Texas
$19M -$1.6M -26,971 -8%
M&T Bank
122
M&T Bank
New York
$18.9M -$494K -8,329 -3%
QIM
123
Quest Investment Management
Oregon
$18.8M +$1.43M +24,067 +8%
CC
124
Courier Capital
New York
$18.6M +$139K +2,345 +0.8%
CF
125
Convergence Financial
Missouri
$18.5M +$201K +3,399 +1%