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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$425M
2
CCMG
Clark Capital Management Group
Pennsylvania
$117M
3
Stifel Financial
Stifel Financial
Missouri
$95.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$65.4M
5
OPS
Orion Portfolio Solutions
Nebraska
$48.1M

Top Sellers

1
ACM
AlphaStar Capital Management
North Carolina
$2.33M
2
AssetMark Inc
AssetMark Inc
California
$47K
3
Bank of America
Bank of America
North Carolina
$144M
4
Ameriprise
Ameriprise
Minnesota
$91.5M
5
PC
Permanens Capital
New York
$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
Flagship Harbor Advisors
Massachusetts
$581K +$45.4K +1,270 +8%
TFA
252
Tobias Financial Advisors
Florida
$565K +$59.3K +1,661 +12%
9WM
253
9258 Wealth Management
Ohio
$554K – – –
CB
254
Community Bank
New York
$548K -$10.7K -300 -2%
ISWM
255
Independent Solutions Wealth Management
New York
$541K +$8.79K +246 +2%
TW
256
Towerpoint Wealth
California
$539K -$8.94K -250 -2%
GTAM
257
Global Trust Asset Management
Florida
$537K -$881K -24,350 -62%
RM
258
Resource Management
Louisiana
$535K +$535K +14,957 New
DAS
259
Dynamic Advisor Solutions
Arizona
$524K +$47.6K +1,331 +10%
MSS
260
Mitchell Sinkler & Starr
Pennsylvania
$522K +$216K +6,040 +70%
NFG
261
Next Financial Group
Texas
$520K -$38K -1,063 -7%
VWA
262
V Wealth Advisors
Kansas
$511K +$55.7K +1,560 +12%
PMFA
263
Plante Moran Financial Advisors
Michigan
$482K -$4.71K -132 -1%
BWM
264
BT Wealth Management
Georgia
$479K -$16.3K -457 -3%
IC
265
InterOcean Capital
Illinois
$472K – – –
PFG
266
Pacific Financial Group
Washington
$466K +$466K +13,038 New
AWS
267
Arkfeld Wealth Strategies
Nebraska
$461K +$461K +12,908 New
CG
268
Colony Group
Massachusetts
$456K -$12.4K -346 -3%
FNBOO
269
First National Bank of Omaha
Nebraska
$452K – – –
GT
270
Glenmede Trust
Pennsylvania
$432K – – –
LSA
271
Lion Street Advisors
Texas
$431K +$431K +12,057 New
AFP
272
Ausdal Financial Partners
Iowa
$429K -$33.3K -844 -7%
MWM
273
Maltin Wealth Management
New Jersey
$426K +$31.9K +894 +8%
SPIA
274
Steward Partners Investment Advisory
New York
$424K -$2.14M -60,061 -83%
AW
275
ACG Wealth
Georgia
$419K -$62.9K -1,761 -13%
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