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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 %
ABTD
276
Arvest Bank Trust Division
Oklahoma
$418K – – –
SAG
277
Spotlight Asset Group
Illinois
$414K – – –
SS
278
Sunbelt Securities
Texas
$412K -$389K -10,884 -49%
LFG
279
LifePlan Financial Group
Ohio
$409K -$3.97K -111 -1%
PFA
280
Pure Financial Advisors
California
$408K -$71K -1,986 -15%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$406K -$1.31M -36,672 -76%
IIA
282
IPG Investment Advisors
California
$393K +$7.97K +223 +2%
KCPG
283
Kavar Capital Partners Group
Kansas
$392K – – –
Northern Trust
284
Northern Trust
Illinois
$389K +$129K +3,604 +49%
JPMPWA
285
J.P. Morgan Private Wealth Advisors
California
$384K -$46.3K -1,293 -11%
Koshinski Asset Management
286
Koshinski Asset Management
Illinois
$382K -$33.8K -945 -8%
CA
287
Continuum Advisory
Idaho
$380K +$20.6K +602 +6%
SCG
288
Sonata Capital Group
Washington
$380K +$380K +10,645 New
CF
289
Centaurus Financial
California
$378K +$29.5K +824 +8%
BAM
290
Belpointe Asset Management
Nevada
$378K +$165K +4,620 +78%
BA
291
Ballast Advisors
Minnesota
$374K +$4.9K +137 +1%
CI
292
CX Institutional
Indiana
$372K +$372K +10,415 New
SC
293
Savant Capital
Illinois
$369K -$22.2K -620 -6%
FG
294
Fiduciary Group
Georgia
$368K +$145K +4,054 +65%
JGIA
295
Jackson Grant Investment Advisers
Connecticut
$367K -$23.1K -646 -6%
IAA
296
Independent Advisor Alliance
North Carolina
$365K -$1.19M -33,383 -77%
PWMG
297
Prestige Wealth Management Group
New Jersey
$353K +$18.6K +520 +6%
DI
298
DFPG Investments
Utah
$349K +$91.2K +2,346 +35%
JWCA
299
J.W. Coons Advisors
Ohio
$343K +$343K +9,590 New
RCA
300
Resonant Capital Advisors
Wisconsin
$325K -$85.9K -2,400 -21%
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