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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 %
SFG
376
Sovereign Financial Group
Connecticut
$1.71M -$4.45K -73 -0.3%
CA
377
Continuum Advisory
Idaho
$1.7M -$1.04M -17,120 -38%
OWA
378
Opal Wealth Advisors
New York
$1.68M +$65.2K +1,068 +4%
JWS
379
Juncture Wealth Strategies
Arizona
$1.64M +$148K +2,423 +10%
CIAS
380
Capital Investment Advisory Services
North Carolina
$1.64M -$89.7K -1,471 -5%
ICP
381
Interchange Capital Partners
Pennsylvania
$1.63M -$74K -1,213 -4%
AIP
382
Ameritas Investment Partners
Nebraska
$1.62M -$312K -5,114 -16%
OBWG
383
Onyx Bridge Wealth Group
New York
$1.62M +$10.7K +176 +0.7%
MA
384
MONECO Advisors
Connecticut
$1.59M +$154K +2,516 +11%
CAS
385
Coppell Advisory Solutions
Texas
$1.59M +$372K +6,173 +30%
FA
386
FDx Advisors
Illinois
$1.59M +$114K +1,875 +8%
NF
387
Nvest Financial
New Hampshire
$1.59M +$172K +2,821 +12%
RMAM
388
Raab & Moskowitz Asset Management
New Jersey
$1.59M -$3.6K -59 -0.2%
SFC
389
Strategic Financial Concepts
Texas
$1.55M -$76.3K -1,251 -5%
LFG
390
Larson Financial Group
Missouri
$1.54M -$247K -4,056 -14%
FIM
391
Fernwood Investment Management
Massachusetts
$1.53M +$6.1K +100 +0.4%
CBC
392
Coombe, Bender & Co
New York
$1.52M -$130K -2,138 -8%
AAS
393
Ameritas Advisory Services
Nebraska
$1.5M -$30.5M -505,896 -95%
Invesco
394
Invesco
Georgia
$1.46M -$9.58K -157 -0.7%
PA
395
Pinnacle Associates
New York
$1.45M +$1.45M +23,755 New
ELI
396
Empire Life Investments
Ontario, Canada
$1.45M +$36.6K +600 +3%
VWA
397
V Wealth Advisors
Kansas
$1.43M +$19.8K +324 +1%
AWM
398
Axxcess Wealth Management
California
$1.43M – – –
PCM
399
Presidio Capital Management
California
$1.43M – – –
DA
400
Doliver Advisors
Texas
$1.42M +$481K +7,891 +51%
14 15
16
17 18