SPYG icon

SPDR Portfolio S&P 500 Growth ETF

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
326
TS Financial Group (TSFG)
Illinois
$3.02M -$59.4K -1,002 -2%
AWM
327
Avior Wealth Management
Nebraska
$2.97M -$234K -3,943 -7%
LIA
328
Luken Investment Analytics
Tennessee
$2.9M -$570K -9,611 -16%
GSIS
329
Global Strategic Investment Solutions
Arizona
$2.89M +$8.36K +141 +0.3%
Koshinski Asset Management
330
Koshinski Asset Management
Illinois
$2.86M -$454K -7,663 -14%
SWA
331
Stratos Wealth Advisors
Ohio
$2.81M +$30.8K +520 +1%
TW
332
Towerpoint Wealth
California
$2.78M -$98K -1,654 -3%
QCG
333
Quadrant Capital Group
Ohio
$2.64M
AIM
334
Aspen Investment Management
Michigan
$2.63M +$891K +15,040 +51%
Northern Trust
335
Northern Trust
Illinois
$2.56M +$2.08M +35,021 +426%
FIA
336
Foundations Investment Advisors
Arizona
$2.56M -$5.96M -100,619 -70%
FFA
337
Fragasso Financial Advisors
Pennsylvania
$2.56M -$381K -6,428 -13%
SPIA
338
Steward Partners Investment Advisory
New York
$2.43M +$624K +10,534 +35%
WWM
339
WJ Wealth Management
Arizona
$2.4M +$652K +10,991 +37%
AI
340
Atria Investments
North Carolina
$2.38M +$504K +8,505 +27%
ASN
341
Advisory Services Network
Georgia
$2.34M +$2.06M +34,749 +731%
ISB
342
Iowa State Bank
Iowa
$2.32M +$88.6K +1,494 +4%
WP
343
WealthShield Partners
North Carolina
$2.29M -$258K -4,348 -10%
ETIA
344
Epic Trust Investment Advisors
Washington
$2.29M +$50.3K +848 +2%
WA
345
Wambolt & Associates
Colorado
$2.25M -$421K -7,071 -16%
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$2.24M +$58.2K +982 +3%
PIFP
347
Partners in Financial Planning
Virginia
$2.22M -$58.4K -985 -3%
YIA
348
YHB Investment Advisors
Connecticut
$2.2M +$66.8K +1,126 +3%
DWM
349
Drive Wealth Management
Utah
$2.2M -$581K -9,794 -21%
BA
350
Bristlecone Advisors
Washington
$2.18M +$272K +4,580 +14%