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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

675 hedge funds and large institutions have $8.05B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 318 increasing their positions, 217 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-35
Holders Change %
-4.93%
% of All Funds
11.41%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.91%
New
64
Increased
318
Reduced
217
Closed
89
Calls
$15M
Puts
$7M
Net Calls
+$7.95M
Net Calls Change
+$5.91M

Top Buyers

1
LPL Financial
LPL Financial
California
+$122M
2
OWM
Orgel Wealth Management
Wisconsin
+$91.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$88.9M
4
EH
Equitable Holdings
New York
+$67.5M
5
Bank of America
Bank of America
North Carolina
+$45.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$36M
2
BCM
Brookstone Capital Management
Illinois
-$35.9M
3
HI
Horizon Investments
North Carolina
-$32.5M
4
TC
Trilogy Capital
California
-$31.2M
5
ACM
AlphaStar Capital Management
North Carolina
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
401
Confluence Wealth Services
Pennsylvania
$607K +$148K +2,457 +32%
TF
402
TRH Financial
Iowa
$601K -$89.2K -1,708 -13%
LJAC
403
L.J. Altfest & Co
New York
$599K +$120K +2,286 +25%
NFSG
404
Newbridge Financial Services Group
Florida
$592K +$75.5K +1,444 +15%
3F
405
360 Financial
Minnesota
$577K +$89.6K +1,784 +18%
SPWM
406
Schrum Private Wealth Management
Florida
$571K -$230K -4,408 -29%
PFA
407
Pinnacle Family Advisors
Missouri
$565K +$6.8K +130 +1%
FMWA
408
Forvis Mazars Wealth Advisors
Missouri
$564K -$634K -12,116 -53%
TPWM
409
Twelve Points Wealth Management
Massachusetts
$564K +$564K +10,797 New
ISWM
410
Independent Solutions Wealth Management
New York
$562K -$4.29K -82 -0.8%
SFS
411
Security Financial Services
Indiana
$561K +$133K +2,540 +31%
JGIA
412
Jackson Grant Investment Advisers
Connecticut
$559K +$1.36K +26 +0.2%
MCC
413
Money Concepts Capital
Florida
$557K -$736K -13,983 -57%
CAC
414
Certified Advisory Corp
Florida
$552K -$75.7K -1,446 -12%
PA
415
PFG Advisors
Arizona
$551K -$29.6K -567 -5%
AF
416
Advisornet Financial
Minnesota
$550K -$151K -2,889 -22%
GW
417
GW & Wade
Massachusetts
$537K – – –
HLOC
418
H.L. Ormond & Company
North Carolina
$533K +$141K +2,704 +36%
CAMG
419
CWA Asset Management Group
Florida
$512K -$72.8K -1,393 -12%
OCPWS
420
One Charles Private Wealth Services
Massachusetts
$510K – – –
SFPG
421
Stonebridge Financial Planning Group
Florida
$510K +$510K +9,761 New
CCA
422
Cadent Capital Advisors
Oklahoma
$504K +$1.26K +24 +0.2%
PG
423
Prostatis Group
Maryland
$504K -$2.5M -47,785 -83%
WA
424
Win Advisors
Florida
$497K -$10M -190,569 -95%
DADC
425
D.A. Davidson & Co
Montana
$497K +$1.2K +23 +0.2%
15 16
17
18 19