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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
+$112M
2
KIM
Kestra Investment Management
Texas
+$77.1M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$71.7M
4
AWM
AE Wealth Management
Kansas
+$68.1M
5
BEI
Benjamin Edwards Inc
Missouri
+$36.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$497M
2
DWM
Dynasty Wealth Management
Florida
-$279M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$187M
4
BWG
Balanced Wealth Group
Ohio
-$71.5M
5
OPS
Orion Portfolio Solutions
Nebraska
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
201
Avestar Capital
New York
$12.8M -$960K -11,577 -7%
CF
202
Centaurus Financial
California
$12.7M -$451K -5,439 -3%
ORG
203
Optimist Retirement Group
Washington
$12.5M -$25.9K -312 -0.2%
DAS
204
Diversify Advisory Services
Utah
$12.4M +$2.26M +26,611 +22%
PC
205
Pecaut & Co
Iowa
$12M +$45.3K +546 +0.4%
CAL
206
Capital Analysts LLC
Pennsylvania
$12M -$695K -8,376 -5%
CWP
207
Concord Wealth Partners
Virginia
$11.9M -$628K -7,572 -5%
MFG
208
Magnus Financial Group
New York
$11.8M +$94.7K +1,142 +0.8%
NECFA
209
New England Capital Financial Advisors
Connecticut
$11.8M -$747K -9,009 -6%
FZCM
210
Flynn Zito Capital Management
New York
$11.5M +$20K +241 +0.2%
CWM
211
Cornerstone Wealth Management
Missouri
$11.5M +$77.6K +936 +0.7%
SF
212
Summit Financial
New Jersey
$11.5M +$2.04M +24,619 +22%
WANY
213
Wealthspire Advisors (New York)
New York
$11.5M -$808K -9,745 -7%
GFG
214
Goldstone Financial Group
Illinois
$11.4M +$982K +11,840 +9%
SP
215
Stonebrook Private
Michigan
$11.2M +$940K +11,338 +9%
FGC
216
Financial Gravity Companies
Texas
$11.1M +$11.1M +133,302 New
SFMG
217
Sage Financial Management Group
Virginia
$11M +$450K +5,427 +4%
OHIS
218
Oak Harvest Investment Services
Texas
$11M -$830K -10,006 -7%
PA
219
Probity Advisors
Texas
$10.7M +$684K +8,250 +7%
RWA
220
Rooted Wealth Advisors
Illinois
$10.7M +$1.76M +21,452 +20%
TFA
221
TPG Financial Advisors
Oregon
$10.7M +$316K +3,814 +3%
MPW
222
Melone Private Wealth
Michigan
$10.7M +$272K +3,281 +3%
ASN
223
Advisory Services Network
Georgia
$10.5M – – –
CAMV
224
Concord Asset Management (Virginia)
Virginia
$10.3M -$518K -6,244 -5%
AI
225
Atria Investments
North Carolina
$10.2M -$4.1M -49,489 -29%
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