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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

1,011 hedge funds and large institutions have $22.7B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 39 closing their positions.

Holders
1,011
Holders Change
+70
Holders Change %
+7.44%
% of All Funds
14.71%
Holding in Top 10
190
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
125
Increased
427
Reduced
324
Closed
39
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$967M
2
Goldman Sachs
2
Goldman Sachs
New York
$271M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$180M
4
LPL Financial
4
LPL Financial
California
$2.41B
5
SC
5
Savant Capital
Illinois
$201M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$494M
2
GI
2
GLOBALT Investments
Georgia
$31.4M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.68B
4
AIG
4
American International Group
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$601M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.41B 30,048,719 +2,013,457 +7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.68B 21,024,066 -631,333 -3%
AF
3
Allworth Financial
California
$1.03B 12,927,544 +169,814 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$967M 12,065,732 +6,706,045 +125%
Ameriprise
5
Ameriprise
Minnesota
$601M 7,496,465 -389,863 -5%
Morgan Stanley
6
Morgan Stanley
New York
$560M 6,994,292 +590,855 +9%
HI
7
Horizon Investments
North Carolina
$494M 6,165,144 -1,271,406 -17%
EH
8
Equitable Holdings
New York
$442M 5,520,730 +455,830 +9%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$404M 5,039,643 +91,663 +2%
VA
10
Valmark Advisers
Ohio
$363M 4,531,264 -374,073 -8%
HWM
11
HB Wealth Management
Georgia
$342M 4,407,041 +257,647 +6%
UBS Group
12
UBS Group
Switzerland
$296M 3,689,734 +8,192 +0.2%
DWM
13
Dynasty Wealth Management
Florida
$279M 3,478,989 -110,972 -3%
Goldman Sachs
14
Goldman Sachs
New York
$271M 3,386,857 +2,290,088 +209%
QWP
15
Quotient Wealth Partners
Texas
$268M 3,340,951 -112,589 -3%
Bank of America
16
Bank of America
North Carolina
$262M 3,265,040 +280,422 +9%
AA
17
Advisory Alpha
Michigan
$256M 3,200,240 +313,466 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$246M 3,072,222 -370,981 -11%
PAG
19
Private Advisor Group
New Jersey
$227M 2,834,365 +96,123 +4%
OWM
20
Orgel Wealth Management
Wisconsin
$221M 2,753,481 -71,190 -3%
RA
21
RFG Advisory
Alabama
$213M 2,654,166 +24,755 +0.9%
TC
22
TownSquare Capital
Utah
$210M 2,617,634 +739,159 +39%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$203M 2,533,805 +321,424 +15%
SC
24
Savant Capital
Illinois
$201M 2,512,342 +1,357,615 +118%
Osaic Holdings
25
Osaic Holdings
Arizona
$200M 2,497,011 +161,555 +7%
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