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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.

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
1
LPL Financial
California
$2.6B
2
KIM
2
Kestra Investment Management
Texas
$187M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$109M
4
AWM
4
AE Wealth Management
Kansas
$182M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$56.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$504M
2
DWM
2
Dynasty Wealth Management
Florida
$0
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$201K
4
BWG
4
Balanced Wealth Group
Ohio
$20.9M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.6B 31,403,162 +1,354,443 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.71B 20,617,265 -406,801 -2%
AF
3
Allworth Financial
California
$1.09B 13,177,373 +249,829 +2%
Ameriprise
4
Ameriprise
Minnesota
$649M 7,819,217 +322,752 +4%
Morgan Stanley
5
Morgan Stanley
New York
$602M 7,254,623 +260,331 +4%
HI
6
Horizon Investments
North Carolina
$538M 6,482,434 +317,290 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$504M 6,078,284 -5,987,448 -50%
EH
8
Equitable Holdings
New York
$461M 5,552,440 +31,710 +0.6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$428M 5,161,827 +122,184 +2%
VA
10
Valmark Advisers
Ohio
$385M 4,638,687 +107,423 +2%
HWM
11
HB Wealth Management
Georgia
$367M 4,576,222 +169,181 +4%
UBS Group
12
UBS Group
Switzerland
$307M 3,699,331 +9,597 +0.3%
Goldman Sachs
13
Goldman Sachs
New York
$288M 3,471,435 +84,578 +2%
QWP
14
Quotient Wealth Partners
Texas
$285M 3,441,453 +100,502 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$285M 3,440,520 +368,298 +12%
AA
16
Advisory Alpha
Michigan
$279M 3,364,739 +164,499 +5%
Bank of America
17
Bank of America
North Carolina
$242M 2,915,540 -349,500 -11%
PAG
18
Private Advisor Group
New Jersey
$239M 2,875,865 +41,500 +1%
TC
19
TownSquare Capital
Utah
$231M 2,783,907 +166,273 +6%
OWM
20
Orgel Wealth Management
Wisconsin
$229M 2,765,768 +12,287 +0.4%
RA
21
RFG Advisory
Alabama
$226M 2,727,967 +73,801 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$220M 2,650,001 +116,196 +5%
WJA
23
Willis Johnson & Associates
Texas
$196M 2,357,397 +52,013 +2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$193M 2,324,775 +185,303 +9%
SC
25
Savant Capital
Illinois
$189M 2,279,691 -232,651 -9%
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