SPYG icon

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
+$351M
2
Osaic Holdings
Osaic Holdings
Arizona
+$272M
3
FGAM
Financial Gravity Asset Management
Texas
+$190M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$152M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$149M

Top Sellers

1
PG
Prostatis Group
Maryland
-$21.6M
2
State Street
State Street
Massachusetts
-$10.7M
3
Bank of America
Bank of America
North Carolina
-$9.3M
4
CA
CoreCap Advisors
Michigan
-$8.3M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
276
Transform Wealth
Colorado
$4.49M -$293K -4,943 -6%
SWM
277
Spire Wealth Management
Virginia
$4.45M +$444K +7,488 +11%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$4.44M +$30.8K +519 +0.7%
BCG
279
Breakwater Capital Group
New Jersey
$4.43M +$140K +2,398 +3%
SFS
280
Sowell Financial Services
Arkansas
$4.41M +$2.65M +44,623 +150%
T
281
TRUADVICE
Florida
$4.4M -$2.13M -34,832 -33%
DWM
282
Denver Wealth Management
Colorado
$4.36M -$44K -743 -1%
RF
283
Rollins Financial
Georgia
$4.33M -$314K -5,291 -7%
WFPG
284
Waller Financial Planning Group
Ohio
$4.32M -$199K -3,354 -4%
TFA
285
Tranquilli Financial Advisor
New Jersey
$4.25M +$734K +12,385 +21%
AI
286
Auour Investments
Massachusetts
$4.24M +$126K +2,075 +3%
NFC
287
Northeast Financial Consultants
Connecticut
$4.18M +$343K +5,788 +9%
TI
288
Tidal Investments
Wisconsin
$4.15M +$3.22M +54,356 +348%
FAAM
289
First Ascent Asset Management
Colorado
$4.14M +$136K +2,296 +3%
Comerica Bank
290
Comerica Bank
Texas
$4.13M +$4.13M +69,736 New
GFG
291
Goldstone Financial Group
Illinois
$4.13M +$277K +4,672 +7%
CFG
292
Cooper Financial Group
California
$4.11M -$172K -2,909 -4%
JFG
293
JDM Financial Group
Texas
$4.05M -$1.48K -25 -0%
1IA
294
1834 Investment Advisors
Wisconsin
$4.04M +$390K +6,576 +11%
AC
295
Avestar Capital
New York
$4.03M +$2.92M +49,223 +262%
MSAM
296
Moloney Securities Asset Management
Missouri
$4.02M -$152K -2,557 -4%
LA
297
LexAurum Advisors
Kansas
$3.92M +$47.6K +803 +1%
WP
298
WealthPLAN Partners
Nebraska
$3.9M +$1.11M +18,780 +40%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$3.85M +$736K +12,420 +24%
AO
300
Advisor OS
Illinois
$3.83M -$48.1K -811 -1%
10 11
12
13 14