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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

795 hedge funds and large institutions have $13B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 270 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+40
Holders Change %
+5.3%
% of All Funds
12.54%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.18%
New
83
Increased
340
Reduced
270
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K

Top Buyers

1
AF
Allworth Financial
California
+$429M
2
LPL Financial
LPL Financial
California
+$71.7M
3
OWM
Orgel Wealth Management
Wisconsin
+$60.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$58.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.4M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.08B
2
ACM
AlphaStar Capital Management
North Carolina
-$37.2M
3
AAS
Ameritas Advisory Services
Nebraska
-$30.5M
4
GVAG
Great Valley Advisor Group
Delaware
-$14.4M
5
OHIS
Oak Harvest Investment Services
Texas
-$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
301
Retirement Income Solutions
Michigan
$3.41M +$144K +2,359 +4%
AMG
302
Asset Management Group
Connecticut
$3.37M +$8.48K +139 +0.3%
Citadel Advisors
303
Citadel Advisors
Florida
$3.32M +$95.8K +1,571 +3%
AWM
304
Avior Wealth Management
Nebraska
$3.29M -$128K -2,097 -4%
PTC
305
Private Trust Company
Ohio
$3.26M -$144K -2,365 -4%
E
306
Ergoteles
New York
$3.25M +$3.25M +53,339 New
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$3.2M +$1.11M +18,218 +53%
CWA
308
Centennial Wealth Advisory
Michigan
$3.19M -$152K -2,485 -5%
TFGT
309
TS Financial Group (TSFG)
Illinois
$3.17M +$3.11K +51 +0.1%
MA
310
Mutual Advisors
Nebraska
$3.11M +$1.11M +18,191 +56%
CF
311
Centaurus Financial
California
$3.09M -$828K -13,568 -21%
FFA
312
Fragasso Financial Advisors
Pennsylvania
$3.02M -$51.9K -850 -2%
FC
313
Financial Council
Maryland
$3.01M +$409K +6,700 +16%
GSIS
314
Global Strategic Investment Solutions
Arizona
$2.96M +$3.97K +65 +0.1%
TW
315
Towerpoint Wealth
California
$2.96M -$390K -6,390 -12%
SWMG
316
Sanchez Wealth Management Group
Florida
$2.95M +$226K +3,702 +8%
WP
317
WealthPLAN Partners
Nebraska
$2.87M -$635K -10,407 -18%
DWM
318
Drive Wealth Management
Utah
$2.86M -$3.16M -51,825 -53%
SWA
319
Stratos Wealth Advisors
Ohio
$2.86M +$302K +4,947 +12%
KPWS
320
Kestra Private Wealth Services
Texas
$2.85M +$2.55M +41,741 +834%
SF
321
Summit Financial
New Jersey
$2.78M +$408K +6,680 +17%
WA
322
Wambolt & Associates
Colorado
$2.73M -$548K -8,976 -17%
QCG
323
Quadrant Capital Group
Ohio
$2.72M – – –
V
324
Veritable
Delaware
$2.63M -$33.9K -555 -1%
WP
325
WealthShield Partners
North Carolina
$2.62M -$5.37K -88 -0.2%
11 12
13
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