SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

795 hedge funds and large institutions have $13B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 270 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+40
Holders Change %
+5.3%
% of All Funds
12.54%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.18%
New
83
Increased
340
Reduced
270
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K

Top Buyers

1
AF
Allworth Financial
California
+$429M
2
LPL Financial
LPL Financial
California
+$71.7M
3
OWM
Orgel Wealth Management
Wisconsin
+$60.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$58.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.4M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.08B
2
ACM
AlphaStar Capital Management
North Carolina
-$37.2M
3
AAS
Ameritas Advisory Services
Nebraska
-$30.5M
4
GVAG
Great Valley Advisor Group
Delaware
-$14.4M
5
OHIS
Oak Harvest Investment Services
Texas
-$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
226
Regimen Wealth
Georgia
$6.07M +$102K +1,673 +2%
GRP
227
Global Retirement Partners
California
$5.97M +$797K +13,070 +15%
FMP
228
Financial Management Professionals
Texas
$5.94M +$5.94M +97,356 +1,947,120%
OL
229
Optas LLC
Texas
$5.89M +$2.16M +35,383 +58%
RZH
230
Relyea Zuckerberg Hanson
Connecticut
$5.83M -$66.9K -1,097 -1%
TCA
231
Transcend Capital Advisors
New Jersey
$5.82M +$524K +8,592 +10%
TFA
232
Tobias Financial Advisors
Florida
$5.79M -$7.02K -115 -0.1%
MWM
233
Meridian Wealth Management
Kentucky
$5.71M -$108K -1,771 -2%
SMF
234
Sterling Manor Financial
New York
$5.71M +$5.71M +93,567 New
NWM
235
NEIRG Wealth Management
Massachusetts
$5.7M -$2.62M -42,955 -32%
BPA
236
Beacon Pointe Advisors
California
$5.68M -$144K -2,365 -2%
RWA
237
Rooted Wealth Advisors
Illinois
$5.59M +$99.9K +1,639 +2%
CWM
238
Collaborative Wealth Management
Florida
$5.58M +$932K +15,272 +20%
ACA
239
Affinity Capital Advisors
California
$5.54M -$911K -14,932 -14%
IPW
240
Intergy Private Wealth
Colorado
$5.54M -$36.4K -597 -0.7%
GL
241
Graypoint LLC
New York
$5.47M +$978K +16,038 +22%
PFG
242
PAX Financial Group
Texas
$5.36M -$330K -5,413 -6%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$5.32M -$59.8K -980 -1%
SAM
244
Sequent Asset Management
Texas
$5.31M +$1.79M +29,318 +51%
OPPS
245
Obsidian Personal Planning Solutions
Maryland
$5.19M +$414K +6,782 +9%
WCG
246
Wall Capital Group
Arizona
$5.17M +$1.04M +17,070 +25%
MWM
247
Marion Wealth Management
Pennsylvania
$5.02M +$232K +3,801 +5%
AAS
248
Avantax Advisory Services
Texas
$4.99M +$276K +4,527 +6%
HI
249
Harbour Investments
Wisconsin
$4.99M -$195K -3,197 -4%
TW
250
Transform Wealth
Colorado
$4.92M -$393K -6,448 -7%
8 9
10
11 12