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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 %
BCI
326
Brinker Capital Investments
Pennsylvania
$2.38M +$728K +11,932 +44%
OPS
327
Orion Portfolio Solutions
Nebraska
$2.38M +$728K +11,932 +44%
PIFP
328
Partners in Financial Planning
Virginia
$2.35M -$201K -3,297 -8%
BMD
329
Better Money Decisions
New Mexico
$2.31M -$27.5K -450 -1%
ETIA
330
Epic Trust Investment Advisors
Washington
$2.31M +$4.7K +77 +0.2%
ISB
331
Iowa State Bank
Iowa
$2.29M +$17.2K +282 +0.8%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$2.24M +$254K +4,160 +13%
WAP
333
Wealthcare Advisory Partners
Pennsylvania
$2.22M +$72.7K +1,192 +3%
YIA
334
YHB Investment Advisors
Connecticut
$2.2M -$94.1K -1,543 -4%
Marshall Wace
335
Marshall Wace
United Kingdom
$2.19M +$649K +10,634 +42%
TWM
336
Triton Wealth Management
Arizona
$2.14M -$10.8K -175 -0.5%
PA
337
PSI Advisors
Florida
$2.12M +$142K +2,323 +7%
SW
338
SkyOak Wealth
Michigan
$2.11M +$389K +6,372 +23%
IMC Chicago
339
IMC Chicago
Illinois
$2.1M +$716K +11,730 +52%
NEWAS
340
N.E.W. Advisory Services
Wisconsin
$2.1M +$51.9K +850 +3%
VW
341
Vance Wealth
California
$2.08M +$45.4K +745 +2%
BHBT
342
Burke & Herbert Bank & Trust
Virginia
$2.06M +$169K +2,770 +9%
SS
343
Simplicity Solutions
Minnesota
$2.04M -$756K -12,393 -27%
GIA
344
Gladstone Institutional Advisory
Florida
$2.04M +$682K +11,173 +50%
SF
345
Safeguard Financial
Wisconsin
$2.04M -$95.4K -1,565 -4%
LTL
346
Lowery Thomas LLC
California
$2.03M -$2.07K -34 -0.1%
PGF
347
Plan Group Financial
Oklahoma
$2.03M +$2.03M +38,257 New
MWM
348
Marietta Wealth Management
Georgia
$2.02M – – –
LIA
349
LBMC Investment Advisors
Tennessee
$2.01M +$3.66K +60 +0.2%
WAG
350
Winthrop Advisory Group
Massachusetts
$1.97M -$119K -1,944 -6%
12 13
14
15 16