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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$351M
2
Osaic Holdings
Osaic Holdings
Arizona
+$272M
3
FGAM
Financial Gravity Asset Management
Texas
+$190M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$152M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$149M

Top Sellers

1
PG
Prostatis Group
Maryland
-$21.6M
2
State Street
State Street
Massachusetts
-$10.7M
3
Bank of America
Bank of America
North Carolina
-$9.3M
4
CA
CoreCap Advisors
Michigan
-$8.3M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$13.3K +225 +0.6%
BBWP
352
Beacon Bridge Wealth Partners
Pennsylvania
$2.17M -$1.4M -23,583 -39%
CFS
353
Commonwealth Financial Services
West Virginia
$2.15M +$2.15M +36,335 New
CA
354
Continuum Advisory
Idaho
$2.14M +$496K +8,365 +30%
SA
355
Scarborough Advisors
Maryland
$2.13M +$2.13M +35,962 New
CF
356
Centaurus Financial
California
$2.11M -$892K -15,051 -30%
US Bancorp
357
US Bancorp
Minnesota
$2.11M +$389K +6,554 +23%
CA
358
Calton & Associates
Florida
$2.05M +$1.58M +26,688 +335%
BHBT
359
Burke & Herbert Bank & Trust
Virginia
$2.05M +$45.2K +763 +2%
TWM
360
Triton Wealth Management
Arizona
$2.05M -$31.7K -528 -2%
JWCA
361
J.W. Cole Advisors
Florida
$2.03M +$180K +3,038 +10%
SW
362
SkyOak Wealth
Michigan
$2.03M -$17.1K -288 -0.8%
BC
363
Burney Company
Virginia
$2.01M +$168K +2,826 +9%
SL
364
Salomon & Ludwin
Virginia
$2M +$142K +2,398 +8%
VW
365
Vance Wealth
California
$1.98M -$39.5K -667 -2%
CAM
366
Cobblestone Asset Management
Virginia
$1.97M +$1.97M +33,199 New
MWM
367
Marietta Wealth Management
Georgia
$1.97M – – –
LTL
368
Lowery Thomas LLC
California
$1.95M -$28.5K -481 -1%
LIA
369
LBMC Investment Advisors
Tennessee
$1.94M +$3.29K +56 +0.2%
WAG
370
Winthrop Advisory Group
Massachusetts
$1.94M +$24.7K +417 +1%
BMD
371
Better Money Decisions
New Mexico
$1.91M -$333K -5,616 -15%
GAG
372
GM Advisory Group
New York
$1.89M +$70.8K +1,195 +4%
MWC
373
MBM Wealth Consultants
Missouri
$1.87M +$121K +2,001 +7%
ACM
374
Advisors Capital Management
New Jersey
$1.85M +$85.3K +1,440 +5%
SIA
375
Soltis Investment Advisors
Utah
$1.82M -$12.6K -213 -0.7%
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