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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 %
BA
351
Bristlecone Advisors
Washington
$1.96M +$274K +4,487 +16%
WAOI
352
Wealth Advisors of Iowa
Iowa
$1.96M -$90K -1,475 -4%
CFGS
353
Concourse Financial Group Securities
Alabama
$1.96M -$51.8K -849 -3%
Renaissance Technologies
354
Renaissance Technologies
New York
$1.94M +$134K +2,200 +7%
AI
355
Atria Investments
North Carolina
$1.93M -$366K -5,996 -16%
Lido Advisors
356
Lido Advisors
California
$1.92M +$15.2K +249 +0.8%
SL
357
Salomon & Ludwin
Virginia
$1.91M -$854 -14 -0%
JWCA
358
J.W. Cole Advisors
Florida
$1.91M +$265K +4,347 +16%
BC
359
Burney Company
Virginia
$1.89M -$184K -3,022 -9%
SIA
360
Soltis Investment Advisors
Utah
$1.89M -$225K -3,684 -11%
GAG
361
GM Advisory Group
New York
$1.88M +$3.48K +57 +0.2%
GWP
362
Gateway Wealth Partners
Wisconsin
$1.86M +$181K +2,962 +11%
SPIA
363
Steward Partners Investment Advisory
New York
$1.86M -$87.9K -1,440 -5%
ACM
364
Advisors Capital Management
New Jersey
$1.82M -$14.1K -231 -0.8%
SFS
365
Sowell Financial Services
Arkansas
$1.82M +$483K +7,923 +36%
WWM
366
WJ Wealth Management
Arizona
$1.8M +$1.8M +29,481 New
MSS
367
Mitchell Sinkler & Starr
Pennsylvania
$1.79M +$1.22K +20 +0.1%
AIM
368
Aspen Investment Management
Michigan
$1.79M +$1.79M +29,253 New
RCAG
369
Rehmann Capital Advisory Group
Michigan
$1.78M -$80.4K -1,357 -4%
William Blair & Company
370
William Blair & Company
Illinois
$1.78M -$38.1K -625 -2%
OIA
371
OneDigital Investment Advisors
Kansas
$1.77M -$417K -6,843 -19%
US Bancorp
372
US Bancorp
Minnesota
$1.77M -$9.03K -148 -0.5%
MWC
373
MBM Wealth Consultants
Missouri
$1.76M +$536K +8,798 +44%
BW
374
BIP Wealth
Georgia
$1.73M -$141K -2,310 -8%
MP
375
McDonald Partners
Ohio
$1.72M -$45.6K -748 -3%
13 14
15
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