SPYG icon

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 %
BWG
151
Balanced Wealth Group
Ohio
$19.3M +$17.6M +1,165,022 +1,035%
DA
152
Drake & Associates
Wisconsin
$19.1M +$1.01M +13,847 +6%
BWM
153
Boyd Wealth Management
California
$19M +$9.74M +133,113 +105%
CWM
154
CCG Wealth Management
California
$18.8M +$1.64M +22,364 +10%
HSWS
155
Higgins & Schmidt Wealth Strategies
Colorado
$18.7M +$276K +3,768 +1%
HWM
156
Horizon Wealth Management
Illinois
$18.5M -$13.6M -185,393 -42%
GWM
157
Geneos Wealth Management
Colorado
$18.5M +$1.2M +16,453 +7%
WC
158
Waterloo Capital
Texas
$18.3M +$7.69M +105,159 +73%
KPWS
159
Kestra Private Wealth Services
Texas
$17.7M +$4.79M +65,537 +37%
Mirae Asset Global Investments
160
Mirae Asset Global Investments
South Korea
$17.7M +$14.9M +204,000 +542%
CWA
161
Choice Wealth Advisors
Maine
$17.6M -$1.01M -13,837 -5%
KA
162
Kozak & Associates
Colorado
$17.2M -$666K -8,916 -4%
DAS
163
Diversify Advisory Services
Utah
$17.2M +$17.2M +234,225 New
BOPW
164
Brandywine Oak Private Wealth
Pennsylvania
$17.1M +$1.12M +15,336 +7%
GVAG
165
Great Valley Advisor Group
Delaware
$16.9M +$837K +11,447 +5%
HA
166
Hofer & Associates
California
$16.8M +$216K +2,950 +1%
WMR
167
Wealth Management Resources
Rhode Island
$16.5M +$450K +6,150 +3%
VPP
168
Vertex Planning Partners
Illinois
$16.4M -$672K -9,191 -4%
CFD
169
Creative Financial Designs
Indiana
$16.3M +$15.9M +217,568 +3,756%
VC
170
Vicus Capital
Pennsylvania
$16.1M +$960K +13,118 +6%
SCTC
171
Sanibel Captiva Trust Company
Florida
$16.1M -$310K -4,233 -2%
FHC
172
First Heartland Consultants
Missouri
$16M -$756K -10,333 -4%
NL
173
Navalign LLC
California
$15.7M -$921K -12,584 -6%
DI
174
Diligent Investors
California
$15.7M -$115K -1,568 -0.7%
CWM
175
CarsonAllaria Wealth Management
Illinois
$15.5M +$1.97M +26,886 +15%
5 6
7
8 9