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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$609M
2
Osaic Holdings
Osaic Holdings
Arizona
$453M
3
FGAM
Financial Gravity Asset Management
Texas
$198M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$153M
5
CCMG
Clark Capital Management Group
Pennsylvania
$149M

Top Sellers

1
PG
Prostatis Group
Maryland
$309K
2
State Street
State Street
Massachusetts
$0
3
Bank of America
Bank of America
North Carolina
$174M
4
CA
CoreCap Advisors
Michigan
$45.1M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
251
Meridian Wealth Management
Kentucky
$5.52M -$41.6K -701 -0.7%
RZH
252
Relyea Zuckerberg Hanson
Connecticut
$5.5M -$167K -2,812 -3%
TFA
253
Tobias Financial Advisors
Florida
$5.49M -$132K -2,231 -2%
TCA
254
Transcend Capital Advisors
New Jersey
$5.43M -$225K -3,798 -4%
IPW
255
Intergy Private Wealth
Colorado
$5.38M +$178 +3 +0%
SWM
256
SigFig Wealth Management
California
$5.38M +$5.38M +90,762 New
GL
257
Graypoint LLC
New York
$5.32M +$948 +16 +0%
AAS
258
Avantax Advisory Services
Texas
$5.25M +$406K +6,857 +8%
SAM
259
Sequent Asset Management
Texas
$5.24M +$83.9K +1,415 +2%
CFGF
260
Compass Financial Group (Florida)
Florida
$5.17M +$5.17M +87,232 New
CW
261
Connectus Wealth
Ohio
$5.15M +$5.15M +86,905 New
ACA
262
Affinity Capital Advisors
California
$5.08M -$301K -5,083 -6%
CA
263
Cetera Advisors
Colorado
$5.08M +$1.19M +20,056 +31%
HI
264
Harbour Investments
Wisconsin
$5.03M +$190K +3,201 +4%
KFI
265
Key Financial Inc
Pennsylvania
$5.03M +$565K +9,526 +13%
MWM
266
Marion Wealth Management
Pennsylvania
$5M +$130K +2,185 +3%
PFG
267
PAX Financial Group
Texas
$5M -$215K -3,628 -4%
KCM
268
KM Capital Management
Texas
$4.86M +$865K +14,592 +22%
KPWS
269
Kestra Private Wealth Services
Texas
$4.84M +$2.07M +34,894 +75%
FF
270
Financial Futures
New Jersey
$4.76M +$282K +4,760 +6%
ODIJL
271
One Day In July LLC
Vermont
$4.72M -$45.9K -775 -1%
HIF
272
Hill Island Financial
Michigan
$4.62M -$57.1K -963 -1%
BWM
273
BCS Wealth Management
Tennessee
$4.55M +$213K +3,590 +5%
PWG
274
Portside Wealth Group
Utah
$4.52M +$162K +2,733 +4%
DWM
275
Darwin Wealth Management
Florida
$4.5M -$121K -2,039 -3%
9 10
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