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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 %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$25.8M +$7.36M +88,747 +40%
BGC
127
Beutel, Goodman & Co
Ontario, Canada
$25.4M – – –
ACA
128
Aptus Capital Advisors
Alabama
$25.3M +$25.1M +302,969 +17,002%
SFG
129
Sunburst Financial Group
Alabama
$24.9M +$1.71M +20,640 +7%
9WM
130
9258 Wealth Management
Ohio
$24.9M -$274K -3,307 -1%
DWM
131
Diversify Wealth Management
Utah
$24.6M +$3.65M +43,682 +17%
AWS
132
Atria Wealth Solutions
New York
$24.6M -$12M -144,496 -33%
MD
133
Money Design
Japan
$24.1M +$2.29M +27,603 +11%
HP
134
Hilltop Partners
Indiana
$23.8M +$4.15M +50,061 +21%
IWA
135
Inspirion Wealth Advisors
Illinois
$23.7M -$2.95M -35,610 -11%
QIM
136
Quest Investment Management
Oregon
$23.5M +$496K +5,982 +2%
CF
137
Corebridge Financial
Texas
$23.4M +$4.03M +48,600 +21%
AWA
138
Alta Wealth Advisors
Massachusetts
$23.3M +$1.3M +15,635 +6%
GWM
139
Geneos Wealth Management
Colorado
$23.2M -$753K -9,084 -3%
Truist Financial
140
Truist Financial
North Carolina
$22.9M -$2.49M -30,000 -10%
WWM
141
Western Wealth Management
Colorado
$22.8M -$3.68M -44,340 -14%
WC
142
Waterloo Capital
Texas
$22.6M -$3.41M -41,164 -13%
CCFM
143
Clear Creek Financial Management
Washington
$22.1M -$1.53M -18,499 -6%
DA
144
Drake & Associates
Wisconsin
$21.8M +$230K +2,778 +1%
CFG
145
Citizens Financial Group
Rhode Island
$21.5M +$3.77M +45,484 +21%
BOPW
146
Brandywine Oak Private Wealth
Pennsylvania
$21.5M +$789K +9,511 +4%
ES
147
Eagle Strategies
New York
$21.4M +$668K +8,057 +3%
JFA
148
JNBA Financial Advisors
Minnesota
$21.2M -$860K -10,368 -4%
CWM
149
CCG Wealth Management
California
$21.1M -$72.7K -877 -0.3%
BWG
150
Balanced Wealth Group
Ohio
$20.9M -$71.5M -984,519 -77%
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