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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

327 hedge funds and large institutions have $3.51B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+27
Holders Change %
+9%
% of All Funds
7.11%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1%
New
46
Increased
167
Reduced
80
Closed
14
Calls
$592K
Puts
$383K
Net Calls
+$209K
Net Calls Change
-$107K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$486M
2
SF
2
Synovus Financial
Georgia
$59.4M
3
AG
3
Advisor Group
Arizona
$176M
4
Ameriprise
4
Ameriprise
Minnesota
$81.6M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$134M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$15.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.3M
3
CWSR
3
Chessman Wealth Strategies RIA
Texas
$2.99M
4
UCFA
4
United Capital Financial Advisors
Texas
$8.98M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
251
Johnson Investment Counsel
Ohio
$293K – – –
SIAS
252
Shine Investment Advisory Services
Colorado
$279K -$2.44K -63 -0.9%
MFW
253
Mosaic Family Wealth
Missouri
$274K – – –
CWM
254
CCG Wealth Management
California
$273K +$273K +7,050 New
EDRIA
255
Edmonds Duncan Registered Investment Advisors
Kansas
$267K +$2.81K +72 +1%
WFWM
256
Wechter Feldman Wealth Management
New Jersey
$259K – – –
CA
257
Calton & Associates
Florida
$250K +$22.4K +579 +10%
RPG
258
Resource Planning Group
Georgia
$245K +$245K +6,337 New
BIA
259
BHK Investment Advisors
Alabama
$243K -$205K -5,300 -46%
EB
260
Eastern Bank
Massachusetts
$243K +$243K +6,264 New
PSG
261
Planning Solutions Group
Maryland
$227K +$227K +5,853 New
VCWA
262
Vanguard Capital Wealth Advisors
Colorado
$221K +$221K +5,713 New
Citigroup
263
Citigroup
New York
$220K -$42.6K -1,101 -16%
RWM
264
RBA Wealth Management
California
$220K – – –
TPA
265
Trivium Point Advisory
Connecticut
$220K +$220K +5,678 New
TC
266
Truvestments Capital
Florida
$215K +$76.9K +1,983 +56%
SPC
267
Sigma Planning Corp
Michigan
$214K +$214K +5,522 New
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$210K +$210K +5,419 New
BAC
269
Boys Arnold & Co
North Carolina
$209K – – –
OCM
270
One Capital Management
California
$207K -$11.1K -286 -5%
WA
271
Wambolt & Associates
Colorado
$207K +$207K +5,341 New
RCAG
272
Rehmann Capital Advisory Group
Michigan
$202K +$181K +4,685 +871%
BPA
273
Beacon Pointe Advisors
California
$201K +$201K +5,194 New
HNB
274
Huntington National Bank
Ohio
$189K -$181K – –
IWA
275
IBEX Wealth Advisors
New Jersey
$178K +$178K +4,613 New
9 10
11
12 13