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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 %
ODIJL
251
One Day In July LLC
Vermont
$4.9M -$447K -7,332 -8%
HIF
252
Hill Island Financial
Michigan
$4.81M +$366 +6 +0%
RF
253
Rollins Financial
Georgia
$4.78M -$1.11M -18,227 -19%
DWM
254
Darwin Wealth Management
Florida
$4.71M -$862K -14,268 -15%
WFPG
255
Waller Financial Planning Group
Ohio
$4.65M -$425K -6,958 -8%
FF
256
Financial Futures
New Jersey
$4.6M +$372K +6,092 +9%
KFI
257
Key Financial Inc
Pennsylvania
$4.59M +$7.08K +116 +0.2%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$4.53M -$15.9K -261 -0.4%
DWM
259
Denver Wealth Management
Colorado
$4.53M -$132K -2,169 -3%
PWG
260
Portside Wealth Group
Utah
$4.48M +$4.48M +73,404 New
BCG
261
Breakwater Capital Group
New Jersey
$4.47M -$628K -10,293 -12%
BWM
262
BCS Wealth Management
Tennessee
$4.47M +$107K +1,747 +2%
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$4.45M +$331K +5,431 +8%
CFG
264
Cooper Financial Group
California
$4.4M -$155K -2,534 -3%
MSAM
265
Moloney Securities Asset Management
Missouri
$4.29M -$118K -1,930 -3%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$4.19M -$309K -5,057 -7%
JFG
267
JDM Financial Group
Texas
$4.17M +$10.8K +177 +0.3%
AI
268
Auour Investments
Massachusetts
$4.13M +$4.13M +67,714 New
SWM
269
Spire Wealth Management
Virginia
$4.13M -$321K -5,265 -7%
FAAM
270
First Ascent Asset Management
Colorado
$4.12M +$637K +10,438 +18%
KCM
271
KM Capital Management
Texas
$4.11M +$4.11M +67,323 New
MWA
272
Motive Wealth Advisors
Michigan
$4.05M -$28.3K -464 -0.7%
LA
273
Lane & Associates
New Jersey
$4.01M -$82K -1,344 -2%
CA
274
Cetera Advisors
Colorado
$4M -$494K -8,092 -11%
AO
275
Advisor OS
Illinois
$3.99M -$396K -6,491 -9%
9 10
11
12 13