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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 %
CFG
301
Citizens Financial Group
Rhode Island
$324K +$324K +9,064 New
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$318K -$73K -2,042 -19%
AP
303
Advisor Partners
California
$312K +$312K +8,743 New
ACM
304
Advisors Capital Management
New Jersey
$308K +$308K +8,610 New
KA
305
Kovack Advisors
Florida
$299K +$24.3K +680 +9%
WA
306
Wambolt & Associates
Colorado
$298K +$66.8K +1,868 +29%
MCWS
307
McKinley Carter Wealth Services
West Virginia
$297K -$74.9K -2,092 -20%
PA
308
PFG Advisors
Arizona
$291K -$86.2K -2,184 -23%
AF
309
Arrow Financial
New York
$291K – – –
DADC
310
D.A. Davidson & Co
Montana
$291K – – –
ACI
311
Alpha Cubed Investments
California
$285K -$9.75K -273 -3%
MIM
312
Moseley Investment Management
Florida
$284K -$16.9K -473 -6%
AIA
313
Angeles Investment Advisors
California
$284K – – –
WP
314
WealthPLAN Partners
Nebraska
$284K +$284K +6,954 New
SCM
315
Smith Capital Management
Arkansas
$274K +$274K +7,665 New
GM
316
GeoWealth Management
Illinois
$274K +$274K +7,678 New
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
$273K +$4.2K +118 +2%
GW
318
GW & Wade
Massachusetts
$273K +$273K +7,642 New
S
319
Surevest
California
$272K -$3.47K -97 -1%
WP
320
WealthShield Partners
North Carolina
$265K -$87.3K -2,448 -25%
SPC
321
Sigma Planning Corp
Michigan
$264K -$38.4K -1,074 -13%
SAM
322
SignalPoint Asset Management
Missouri
$258K -$909K -25,410 -78%
HIA
323
Harbor Investment Advisory
Maryland
$256K -$379K -10,576 -60%
SL
324
Salomon & Ludwin
Virginia
$255K +$18K +503 +8%
Citigroup
325
Citigroup
New York
$252K -$287K -8,011 -53%
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