SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.08%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$402M
2
LPL Financial
LPL Financial
California
+$113M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$109M
4
ACM
AlphaStar Capital Management
North Carolina
+$78.2M
5
SC
Savant Capital
Illinois
+$64.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$76.6M
2
BlackRock
BlackRock
New York
-$49.4M
3
Ameriprise
Ameriprise
Minnesota
-$30M
4
FFG
Ford Financial Group
California
-$26.1M
5
KAS
Kestra Advisory Services
Texas
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
401
Curran Financial Partners
South Carolina
$1.14M -$374K -6,759 -25%
IHWM
402
Iron Horse Wealth Management
Iowa
$1.13M -$17.2K -311 -2%
SFPG
403
Stonebridge Financial Planning Group
Florida
$1.12M -$99.6K -1,799 -8%
FDDB
404
Fidelity D&D Bancorp
Pennsylvania
$1.12M +$1.12M +15,263 New
RW
405
Rede Wealth
Virginia
$1.11M -$23.1K -417 -2%
CAS
406
Coppell Advisory Solutions
Texas
$1.11M +$392K +7,181 +55%
CASC
407
Coppell Advisory Solutions Corp
Texas
$1.11M +$392K +7,181 +55%
LJAC
408
L.J. Altfest & Co
New York
$1.11M -$330K -5,960 -23%
CFA
409
Compass Financial Advisors
Indiana
$1.1M +$97.3K +1,757 +10%
BB
410
Berkshire Bank
Massachusetts
$1.09M -$405K -7,310 -27%
TIA
411
Traphagen Investment Advisors
New Jersey
$1.04M -$19.2K -47 -2%
WAM
412
WNY Asset Management
New York
$1.04M +$471K +8,507 +83%
LAS
413
LWM Advisory Services
Florida
$1.03M +$359K +6,478 +53%
IF
414
Intrua Financial
Texas
$1.02M +$47.2K +840 +5%
CM
415
Churchill Management
California
$1.01M +$121K +2,178 +14%
TBWA
416
Three Bridge Wealth Advisors
California
$1.01M +$1.01M +18,200 New
EWA
417
EP Wealth Advisors
California
$1.01M +$548K +14,409 +119%
HAS
418
HBW Advisory Services
California
$999K -$75.2K -1,359 -7%
MF
419
Meridian Financial
Massachusetts
$995K -$52.8K -953 -5%
WWM
420
Windsor Wealth Management
Indiana
$995K +$30.2K +545 +3%
RFN
421
Redwood Financial Network
Ohio
$947K -$24.1K -435 -2%
AWM
422
Angeles Wealth Management
California
$933K – – –
WPC
423
White Pine Capital
Minnesota
$930K +$930K +16,793 New
RIA
424
Regal Investment Advisors
Michigan
$927K – – –
PNC Financial Services Group
425
PNC Financial Services Group
Pennsylvania
$925K – – –
15 16
17
18 19