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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$425M
2
CCMG
Clark Capital Management Group
Pennsylvania
$117M
3
Stifel Financial
Stifel Financial
Missouri
$95.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$65.4M
5
OPS
Orion Portfolio Solutions
Nebraska
$48.1M

Top Sellers

1
ACM
AlphaStar Capital Management
North Carolina
$2.33M
2
AssetMark Inc
AssetMark Inc
California
$47K
3
Bank of America
Bank of America
North Carolina
$144M
4
Ameriprise
Ameriprise
Minnesota
$91.5M
5
PC
Permanens Capital
New York
$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
426
J.W. Cole Advisors
Florida
– -$1.07M -25,613 Closed
PWS
427
Paragon Wealth Strategies
Florida
– -$988K -23,592 Closed
AFWM
428
AMJ Financial Wealth Management
Virginia
– -$984K -23,482 Closed
RIA
429
Regal Investment Advisors
Michigan
– -$763K -18,205 Closed
QWM
430
Quaker Wealth Management
New Jersey
– -$761K -18,164 Closed
AWM
431
Atticus Wealth Management
Florida
– -$741K -17,680 Closed
BCM
432
Brookstone Capital Management
Illinois
– -$605K -14,443 Closed
CPA
433
Clear Perspective Advisors
Illinois
– -$583K -13,914 Closed
MIAS
434
Mason Investment Advisory Services
Virginia
– -$505K -12,046 Closed
SAM
435
Sequent Asset Management
Texas
– -$488K -11,645 Closed
CCA
436
Clearwater Capital Advisors
Illinois
– -$488K -11,640 Closed
PFS
437
Prospera Financial Services
Texas
– -$477K -11,383 Closed
MWM
438
Moulton Wealth Management
Washington
– -$458K -10,853 Closed
SDAM
439
Shulman DeMeo Asset Management
New York
– -$439K -10,473 Closed
NF
440
Nikulski Financial
Iowa
– -$443K -10,180 Closed
CCM
441
Coldstream Capital Management
Washington
– -$370K -8,830 Closed
WAM
442
Wallington Asset Management
Indiana
– -$326K -7,940 Closed
WFWM
443
Wechter Feldman Wealth Management
New Jersey
– -$331K -7,908 Closed
RWA
444
Redhawk Wealth Advisors
Minnesota
– -$298K -7,105 Closed
PA
445
PSI Advisors
Florida
– -$285K -6,813 Closed
PFA
446
Professional Financial Advisors
Nebraska
– -$271K -6,457 Closed
MAG
447
Mayfair Advisory Group
Alabama
– -$267K -6,380 Closed
BWP
448
Bernardo Wealth Planning
Pennsylvania
– -$251K -5,994 Closed
SI
449
Stephens Inc
Arkansas
– -$246K -5,859 Closed
TC
450
Truvestments Capital
Florida
– -$241K -5,745 Closed
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