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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

327 hedge funds and large institutions have $3.51B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+27
Holders Change %
+9%
% of All Funds
7.11%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1%
New
46
Increased
167
Reduced
80
Closed
14
Calls
$592K
Puts
$383K
Net Calls
+$209K
Net Calls Change
-$107K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$486M
2
SF
2
Synovus Financial
Georgia
$59.4M
3
AG
3
Advisor Group
Arizona
$176M
4
Ameriprise
4
Ameriprise
Minnesota
$81.6M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$134M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$15.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.3M
3
CWSR
3
Chessman Wealth Strategies RIA
Texas
$2.99M
4
UCFA
4
United Capital Financial Advisors
Texas
$8.98M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
301
Private Capital Group
Connecticut
$50K -$12.9K -366 -20%
Simplex Trading
302
Simplex Trading
Illinois
$48K +$17.1K +446 +55%
SWP
303
Strategic Wealth Partners
Ohio
$44K -$13.5K -350 -24%
AAP
304
Arax Advisory Partners
Colorado
$40K +$40K +1,037 New
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$33K +$351 +9 +1%
UBS AM
306
UBS AM
Illinois
$26.1K +$11.5K +298 +79%
MD
307
Money Design
Japan
$25K -$2.85M -74,418 -99%
William Blair & Company
308
William Blair & Company
Illinois
$24K +$17.6K +447 +274%
CFA
309
Carroll Financial Associates
North Carolina
$17K – – –
PFO
310
Pathstone Family Office
New Jersey
$16K +$38 +1 +0.2%
PO
311
Private Ocean
California
$16K +$38 +1 +0.2%
PCFFS
312
Pacific Center for Financial Services
California
$13K +$78 +2 +0.6%
JWM
313
Janiczek Wealth Management
Colorado
$13K +$13K +331 New
CCM
314
Covington Capital Management
California
$12K – – –
CB
315
CNB Bank
Pennsylvania
$9K +$9K +240 New
DWM
316
Destination Wealth Management
California
$6K +$6K +160 New
TFGT
317
TS Financial Group (TSFG)
Illinois
$5K – – –
JCM
318
Julex Capital Management
Massachusetts
$4K -$17.5K -498 -81%
LWANC
319
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
MWM
320
Meridian Wealth Management
Kentucky
$1.63K +$1.63K +4,217 New
AIS
321
Accurate Investment Solutions
Pennsylvania
$1K – – –
CCMW
322
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
EWM
323
Edge Wealth Management
New York
$1K – – –
WAS
324
Winch Advisory Services
Wisconsin
$1K – – –
TFA
325
Transamerica Financial Advisors
Florida
$1K +$1K +10 New
10 11 12
13
14