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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

238 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
5.45%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
55
Increased
115
Reduced
45
Closed
16
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$367K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$228M
2
HI
2
Horizon Investments
North Carolina
$226M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$101M
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$76.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$103M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12K
2
VA
2
Valmark Advisers
Ohio
$215M
3
UBS Group
3
UBS Group
Switzerland
$48.6M
4
WAS
4
Winch Advisory Services
Wisconsin
$1K
5
RA
5
RFG Advisory
Alabama
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
226
Whitney & Co
New York
$6K – – –
MWPCG
227
Measured Wealth Private Client Group
New Hampshire
$5K +$5K +141 New
SEI Investments
228
SEI Investments
Pennsylvania
$4K -$508K -14,718 -99%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$4K -$14.5K -384 -78%
BlackRock
230
BlackRock
New York
$4K -$1.47K -36 -27%
MIM
231
Macroview Investment Management
Maryland
$4K – – –
Deutsche Bank
232
Deutsche Bank
Germany
$3K +$3K +71 New
RCAG
233
Rehmann Capital Advisory Group
Michigan
$2.75K +$2.75K +72 New
CPIG
234
Chicago Partners Investment Group
Illinois
$2K +$30 +1 +2%
ML
235
McAdam LLC
Pennsylvania
$2K +$2K +54 New
WAS
236
Winch Advisory Services
Wisconsin
$1K -$4.17M -125,194 -100%
CCMW
237
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
EWM
238
Edge Wealth Management
New York
$1K +$1K +12 New
DDPOM
239
Delta Dental Plan of Michigan
Michigan
– -$23.3M -662,132 Closed
Citadel Advisors
240
Citadel Advisors
Florida
– -$1.11M -31,524 Closed
WPSG
241
Wealth & Pension Services Group
Georgia
– -$764K -21,749 Closed
VCWA
242
Vanguard Capital Wealth Advisors
Colorado
– -$702K -20,003 Closed
BCA
243
Bay Colony Advisors
Massachusetts
– -$660K -18,800 Closed
CAG
244
Csenge Advisory Group
Florida
– -$560K -15,940 Closed
Renaissance Technologies
245
Renaissance Technologies
New York
– -$523K -14,900 Closed
JFA
246
JNBA Financial Advisors
Minnesota
– -$397K -11,306 Closed
GT
247
Glenmede Trust
Pennsylvania
– -$320K -9,120 Closed
FIA
248
Foundations Investment Advisors
Arizona
– -$247K -7,028 Closed
JPMorgan Chase & Co
249
JPMorgan Chase & Co
New York
– -$170K -4,832 Closed
OIA
250
OneDigital Investment Advisors
Kansas
– -$138K -3,918 Closed
7 8 9
10
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