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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 %
MGIA
376
Moneta Group Investment Advisors
Missouri
$726K -$92.4K -1,844 -11%
PT
377
Plimoth Trust
Massachusetts
$724K -$81.1K -1,620 -10%
FMN
378
Financial Management Network
California
$715K -$23.5K -445 -3%
FA
379
FDx Advisors
Illinois
$712K +$712K +14,221 New
FWM
380
Fingerlakes Wealth Management
New York
$701K +$15.4K +308 +2%
BC
381
Brio Consultants
California
$694K +$80.1K +1,528 +13%
TFS
382
Thoroughbred Financial Services
Tennessee
$688K +$294K +5,861 +74%
ELI
383
Empire Life Investments
Ontario, Canada
$686K -$110K -2,200 -14%
ACM
384
Advance Capital Management
Michigan
$671K +$246K +4,920 +58%
MWM
385
MY Wealth Management
Maryland
$668K – – –
ICG
386
InterOcean Capital Group
Tennessee
$662K – – –
PIFP
387
Partners in Financial Planning
Virginia
$649K -$76.5K -1,432 -11%
LSPW
388
Lake Street Private Wealth
Illinois
$642K -$129K -2,579 -17%
OGF
389
Orin Green Financial
California
$637K – – –
SS
390
Sunbelt Securities
Texas
$613K +$7.07K +141 +1%
LAS
391
LWM Advisory Services
Florida
$613K +$157K +3,125 +34%
LJAC
392
L.J. Altfest & Co
New York
$609K +$35.6K +710 +6%
VLC
393
Van Leeuwen & Company
New Jersey
$603K -$2.02M -40,275 -77%
PMFA
394
Plante Moran Financial Advisors
Michigan
$582K – – –
GEA
395
Glen Eagle Advisors
New Jersey
$582K +$136K +2,718 +31%
PP
396
Prosperity Planning
Missouri
$581K +$581K +11,591 New
FMWA
397
Forvis Mazars Wealth Advisors
Missouri
$577K +$36.5K +729 +7%
CWMGP
398
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$577K +$213K +4,245 +58%
CW
399
CreativeOne Wealth
Kansas
$573K -$44.9K -895 -7%
CAC
400
Certified Advisory Corp
Florida
$561K +$32.1K +641 +6%
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16
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