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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

416 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+73
Holders Change %
+21.28%
% of All Funds
8.21%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.17%
New
100
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$33.9M
2
Bank of America
Bank of America
North Carolina
$185M
3
LPL Financial
LPL Financial
California
$77.3M
4
NP
NorthRock Partners
Minnesota
$30.4M
5
Ameriprise
Ameriprise
Minnesota
$122M

Top Sellers

1
HI
Horizon Investments
North Carolina
$76.4M
2
PI
PFS Investments
Georgia
$47.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$65.7M
4
VA
Valmark Advisers
Ohio
$213M
5
FFS
Founders Financial Securities
Maryland
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
401
TCI Wealth Advisors
Arizona
$8K +$3.84K +97 +92%
Bessemer Group
402
Bessemer Group
New Jersey
$8K +$8K +180 New
CL
403
Cabana LLC
Arkansas
$8K +$8K +185 New
SIAP
404
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K +$8K +198 New
WCG
405
Weaver Consulting Group
California
$8K +$8K +216 New
FHA
406
First Horizon Advisors
Tennessee
$7K -$20.5K -504 -75%
TFGT
407
TS Financial Group (TSFG)
Illinois
$6K – – –
MD
408
Money Design
Japan
$4K -$3.2K -76 -44%
LWANC
409
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
AIS
410
Accurate Investment Solutions
Pennsylvania
$1K – – –
LWM
411
Lenox Wealth Management
Ohio
$1K – – –
EWM
412
Edge Wealth Management
New York
$1K – – –
CCMW
413
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
LS
414
Leelyn Smith
Illinois
$368 +$368 +8,791 New
FSA
415
Financial Services Advisory
Maryland
– -$3.92M -100,841 Closed
PWAG
416
Polaris Wealth Advisory Group
California
– -$2.59M -68,451 Closed
ARG
417
Advisory Resource Group
Oklahoma
– -$2.14M -54,917 Closed
TF
418
Trek Financial
Arizona
– -$1.94M -50,012 Closed
Citadel Advisors
419
Citadel Advisors
Florida
– -$820K -21,088 Closed
FC
420
Financial Consulate
Maryland
– -$718K -18,470 Closed
SHIM
421
Stone House Investment Management
Pennsylvania
– -$464K -11,943 Closed
CBFP
422
Cedar Brook Financial Partners
Ohio
– -$428K -11,007 Closed
DC
423
Davenport & Co
Virginia
– -$381K -9,842 Closed
BIA
424
BHK Investment Advisors
Alabama
– -$244K -6,280 Closed
CWSR
425
Chessman Wealth Strategies RIA
Texas
– -$238K -6,127 Closed
14 15 16
17
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