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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 %
SPWM
401
Schrum Private Wealth Management
Florida
$549K +$1.3K +26 +0.2%
PFA
402
Pinnacle Family Advisors
Missouri
$548K +$6.36K +127 +1%
WEG
403
World Equity Group
Illinois
$539K +$539K +10,761 New
TPWM
404
Twelve Points Wealth Management
Massachusetts
$537K -$3.81K -76 -0.7%
JGIA
405
Jackson Grant Investment Advisers
Connecticut
$537K +$1.35K +27 +0.3%
TFS
406
TrustCore Financial Services
Tennessee
$529K +$231K +4,603 +77%
GW
407
GW & Wade
Massachusetts
$527K +$12.1K +241 +2%
EFS
408
Econ Financial Services
Pennsylvania
$524K +$524K +10,462 New
IA
409
IFG Advisory
Georgia
$523K +$194K +3,879 +59%
IP
410
Ignite Planners
California
$520K +$83.4K +1,624 +19%
Northern Trust
411
Northern Trust
Illinois
$514K +$76.2K +1,519 +17%
PA
412
PFG Advisors
Arizona
$512K -$15.7K -314 -3%
MCC
413
Money Concepts Capital
Florida
$509K -$21.1K -421 -4%
HLOC
414
H.L. Ormond & Company
North Carolina
$509K -$1.5K -30 -0.3%
NFSG
415
Newbridge Financial Services Group
Florida
$507K -$60.4K -1,205 -11%
SFS
416
Security Financial Services
Indiana
$507K -$30.6K -611 -6%
CWS
417
Confluence Wealth Services
Pennsylvania
$505K +$501 +10 +0.1%
OCPWS
418
One Charles Private Wealth Services
Massachusetts
$501K +$18.3K +366 +4%
CAMG
419
CWA Asset Management Group
Florida
$499K +$7.97K +159 +2%
Betterment LLC
420
Betterment LLC
New York
$495K – – –
WWA
421
WCG Wealth Advisors
Nevada
$493K -$212K -4,229 -30%
KPWS
422
Kestra Private Wealth Services
Texas
$489K +$489K +9,756 New
DADC
423
D.A. Davidson & Co
Montana
$486K +$9.37K +187 +2%
CCA
424
Cadent Capital Advisors
Oklahoma
$484K +$1.15K +23 +0.2%
ASN
425
Advisory Services Network
Georgia
$484K +$26K +520 +6%
15 16
17
18 19