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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 %
CB
426
Community Bank
New York
$484K +$31.8K +635 +7%
SWM
427
SFG Wealth Management
Maryland
$482K +$61.1K +1,219 +15%
KMWM
428
Keudell/Morrison Wealth Management
Oregon
$472K +$472K +9,423 New
CC
429
Callan Capital
California
$467K +$467K +9,330 New
FFM
430
Forum Financial Management
Illinois
$466K +$3.21K +64 +0.7%
FWP
431
FAS Wealth Partners
Kansas
$466K +$51.3K +1,024 +12%
3F
432
360 Financial
Minnesota
$463K -$60.7K -1,331 -12%
FNBOO
433
First National Bank of Omaha
Nebraska
$457K – – –
MP
434
McDonald Partners
Ohio
$448K -$17.6K -351 -4%
SMA
435
Sage Mountain Advisors
Georgia
$447K – – –
CPIG
436
Chicago Partners Investment Group
Illinois
$445K -$277K -5,487 -38%
WA
437
Waverly Advisors
Alabama
$444K +$444K +8,857 New
WSWA
438
Warren Street Wealth Advisors
California
$442K -$16.5K -330 -4%
KOC
439
Koss-Olinger Consulting
Florida
$441K +$48.3K +966 +12%
AO
440
Advisor OS
Illinois
$440K +$68.7K +1,372 +18%
HVIA
441
Hudson Valley Investment Advisors
New York
$438K +$22.7K +454 +5%
GM
442
GeoWealth Management
Illinois
$432K +$24.8K +493 +6%
WH
443
Willner & Heller
California
$427K -$6.22K -124 -1%
BSW
444
Buckingham Strategic Wealth
Missouri
$421K -$31.2K -623 -7%
ADIM
445
Alpha DNA Investment Management
Maryland
$418K -$879K -17,556 -68%
GT
446
Glenmede Trust
Pennsylvania
$418K – – –
HCWM
447
Harrison & Co Wealth Management
Virginia
$415K -$5.86K -117 -1%
APP
448
Avantax Planning Partners
Iowa
$411K +$411K +8,207 New
BRWA
449
B. Riley Wealth Advisors
Florida
$403K +$26.5K +527 +7%
SAG
450
Spotlight Asset Group
Illinois
$403K +$403K +7,782 New
16 17
18
19 20