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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

416 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+73
Holders Change %
+21.28%
% of All Funds
8.21%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.17%
New
100
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$33.9M
2
Bank of America
2
Bank of America
North Carolina
$185M
3
LPL Financial
3
LPL Financial
California
$77.3M
4
NP
4
NorthRock Partners
Minnesota
$30.4M
5
Ameriprise
5
Ameriprise
Minnesota
$122M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$76.4M
2
PI
2
PFS Investments
Georgia
$47.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.7M
4
VA
4
Valmark Advisers
Ohio
$213M
5
FFS
5
Founders Financial Securities
Maryland
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
251
InterOcean Capital
Illinois
$553K – – –
CG
252
Colony Group
Massachusetts
$549K +$1.59K +38 +0.3%
RFN
253
RDA Financial Network
Iowa
$543K – – –
FAAS
254
First Allied Advisory Services
California
$537K -$270K -6,412 -33%
FNBOO
255
First National Bank of Omaha
Nebraska
$530K +$530K +12,639 New
CCWA
256
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$519K -$24.1K -575 -4%
AFP
257
Ausdal Financial Partners
Iowa
$510K +$8.97K +206 +2%
MIAS
258
Mason Investment Advisory Services
Virginia
$505K – – –
JPMPWA
259
J.P. Morgan Private Wealth Advisors
California
$504K +$1.59K +38 +0.3%
VWA
260
V Wealth Advisors
Kansas
$496K – – –
5L
261
55I LLC
Massachusetts
$492K +$492K +11,735 New
ABTD
262
Arvest Bank Trust Division
Oklahoma
$490K – – –
CCA
263
Clearwater Capital Advisors
Illinois
$488K -$91.1K -2,174 -16%
SAM
264
Sequent Asset Management
Texas
$488K +$488K +11,645 New
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$487K +$487K +11,632 New
LFG
266
LifePlan Financial Group
Ohio
$484K +$2.26K +54 +0.5%
RCA
267
Resonant Capital Advisors
Wisconsin
$481K +$481K +11,480 New
PFS
268
Prospera Financial Services
Texas
$477K -$30.7K -732 -6%
MWM
269
Maltin Wealth Management
New Jersey
$462K +$462K +11,033 New
KCPG
270
Kavar Capital Partners Group
Kansas
$459K – – –
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$459K +$459K +10,940 New
MWM
272
Moulton Wealth Management
Washington
$458K +$458K +10,853 New
SC
273
Savant Capital
Illinois
$458K +$458K +10,934 New
JGIA
274
Jackson Grant Investment Advisers
Connecticut
$457K +$4.4K +105 +1%
IIA
275
IPG Investment Advisors
California
$451K +$7.59K +181 +2%
9 10
11
12 13