SPYG icon

SPDR Portfolio S&P 500 Growth ETF

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
401
Fernwood Investment Management
Massachusetts
$1.56M +$73.6K +1,242 +5%
ICP
402
Interchange Capital Partners
Pennsylvania
$1.54M -$49K -827 -3%
RW
403
Rede Wealth
Virginia
$1.54M +$261K +4,408 +20%
RMAM
404
Raab & Moskowitz Asset Management
New Jersey
$1.51M -$26.5K -447 -2%
NF
405
Nvest Financial
New Hampshire
$1.51M -$31K -523 -2%
CIA
406
Choate Investment Advisors
Massachusetts
$1.51M +$1.51M +25,442 New
MA
407
MONECO Advisors
Connecticut
$1.5M -$47.1K -795 -3%
RIA
408
Regal Investment Advisors
Michigan
$1.5M +$266K +4,485 +22%
CBC
409
Coombe, Bender & Co
New York
$1.46M -$12.8K -216 -0.9%
M1FG
410
Mach-1 Financial Group
Arkansas
$1.43M +$73.4K +1,239 +5%
CG
411
Colony Group
Massachusetts
$1.43M +$56K +945 +4%
PA
412
Pinnacle Associates
New York
$1.41M
FA
413
FDx Advisors
Illinois
$1.38M -$161K -2,717 -10%
MWM
414
Mission Wealth Management
California
$1.38M +$20.3K +342 +1%
PRWA
415
Platte River Wealth Advisors
Colorado
$1.37M
LJAC
416
L.J. Altfest & Co
New York
$1.36M +$31.3K +528 +2%
LNC
417
Lincoln National Corp
Pennsylvania
$1.33M +$59.2K +998 +5%
PPP
418
Private Portfolio Partners
New Jersey
$1.32M +$3.74K +63 +0.3%
WAM
419
WNY Asset Management
New York
$1.31M -$21.6K -365 -2%
Invesco
420
Invesco
Georgia
$1.3M -$113K -1,899 -8%
ECG
421
Edge Capital Group
Georgia
$1.28M
TFG
422
Tilson Financial Group
New Jersey
$1.28M -$73.4K -1,239 -5%
GWP
423
Gateway Wealth Partners
Wisconsin
$1.27M -$543K -9,161 -30%
PFGIA
424
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M -$7.88M -132,959 -86%
KMWM
425
Keudell/Morrison Wealth Management
Oregon
$1.26M