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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 %
CG
401
Colony Group
Massachusetts
$1.41M +$12.3K +202 +0.9%
PRWA
402
Platte River Wealth Advisors
Colorado
$1.41M – – –
M1FG
403
Mach-1 Financial Group
Arkansas
$1.4M +$870K +14,264 +165%
MWM
404
Mission Wealth Management
California
$1.4M +$5.43K +89 +0.4%
TFG
405
Tilson Financial Group
New Jersey
$1.39M -$45.1K -739 -3%
RIM
406
Redwood Investment Management
Arizona
$1.38M +$1.38M +22,621 New
WAM
407
WNY Asset Management
New York
$1.37M +$223K +3,651 +19%
LJAC
408
L.J. Altfest & Co
New York
$1.37M +$146K +2,401 +12%
VVP
409
Venture Visionary Partners
Ohio
$1.35M +$50.1K +821 +4%
PPP
410
Private Portfolio Partners
New Jersey
$1.35M +$25.2K +413 +2%
AC
411
AIFG Consultants
New York
$1.33M -$356K -5,840 -21%
ECG
412
Edge Capital Group
Georgia
$1.32M – – –
RW
413
Rede Wealth
Virginia
$1.31M +$86.7K +1,421 +7%
LNC
414
Lincoln National Corp
Pennsylvania
$1.31M -$73.1K -1,198 -5%
KMWM
415
Keudell/Morrison Wealth Management
Oregon
$1.29M -$67.1K -1,100 -5%
SB
416
Strategic Blueprint
Georgia
$1.27M -$73.2K -1,200 -5%
RIA
417
Regal Investment Advisors
Michigan
$1.27M +$250K +4,100 +24%
CFP
418
Curran Financial Partners
South Carolina
$1.25M -$8.05K -132 -0.6%
PIA
419
Pinion Investment Advisors
Kansas
$1.25M -$42K -689 -3%
WIM
420
WealthPlan Investment Management
Nebraska
$1.24M -$627K -10,284 -34%
LMKC
421
L.M. Kohn & Company
Ohio
$1.24M +$362K +5,926 +41%
MG
422
Mather Group
Illinois
$1.23M -$500K -8,202 -29%
STA
423
Summit Trail Advisors
New York
$1.23M +$1.23M +20,080 New
SFPG
424
Stonebridge Financial Planning Group
Florida
$1.22M -$10.5K -172 -0.8%
LAS
425
LWM Advisory Services
Florida
$1.18M +$43.4K +711 +4%
15 16
17
18 19