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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

672 hedge funds and large institutions have $7.98B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 339 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.62%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.04%
New
56
Increased
339
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M

Top Buyers

1
LPL Financial
LPL Financial
California
+$168M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$45.8M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$42.9M
4
OCM
One Capital Management
California
+$38.3M
5
EH
Equitable Holdings
New York
+$25.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$65.2M
2
OWM
Orgel Wealth Management
Wisconsin
-$49.4M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$36.6M
4
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$23.9M
5
ACM
AlphaStar Capital Management
North Carolina
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
326
Nvest Financial
New Hampshire
$1.14M -$1.1K -22 -0.1%
OWA
327
Opal Wealth Advisors
New York
$1.11M +$7.91K +158 +0.7%
SFG
328
Sunburst Financial Group
Alabama
$1.11M – – –
LNC
329
Lincoln National Corp
Pennsylvania
$1.1M -$257K -5,125 -19%
Natixis Advisors
330
Natixis Advisors
Massachusetts
$1.09M -$281K -5,604 -20%
AWM
331
Apollon Wealth Management
South Carolina
$1.09M -$489K -9,754 -31%
MWM
332
Modera Wealth Management
New Jersey
$1.05M -$157K -3,124 -13%
SFS
333
Sowell Financial Services
Arkansas
$1.04M +$1.04M +20,746 New
SB
334
Strategic Blueprint
Georgia
$1.02M -$24.9K -497 -2%
BHBT
335
Burke & Herbert Bank & Trust
Virginia
$1.01M +$211K +4,204 +26%
IWC
336
Integrated Wealth Concepts
Massachusetts
$994K +$26.1K +521 +3%
SIA
337
Schechter Investment Advisors
Michigan
$993K -$280K -5,592 -22%
HAS
338
HBW Advisory Services
California
$978K -$159K -3,178 -14%
WAOI
339
Wealth Advisors of Iowa
Iowa
$977K -$7.32M -146,113 -88%
MF
340
Meridian Financial
Massachusetts
$958K – – –
BA
341
Bristlecone Advisors
Washington
$949K +$17.9K +357 +2%
SFPG
342
Stonebridge Financial Planning Group
Florida
$944K +$455K +9,076 +93%
Bank of New York Mellon
343
Bank of New York Mellon
New York
$943K +$401 +8 +0%
RC
344
RegentAtlantic Capital
New Jersey
$940K -$44.2K -882 -4%
LC
345
Legacy CG
Texas
$935K +$13.4K +268 +1%
CFA
346
Compass Financial Advisors
Indiana
$911K +$58.5K +1,168 +7%
TIA
347
Traphagen Investment Advisors
New Jersey
$898K -$111K -311 -11%
AIC
348
Ayalon Insurance Company
Israel
$896K +$438K +8,747 +96%
MWC
349
MBM Wealth Consultants
Missouri
$894K +$19.1K +373 +2%
M1FG
350
Mach-1 Financial Group
Arkansas
$894K +$173K +3,449 +24%
12 13
14
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