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 %
TPWM
426
Twelve Points Wealth Management
Massachusetts
$919K +$681K +12,300 +286%
ACP
427
Aveo Capital Partners
Colorado
$917K +$1.05K +19 +0.1%
WP
428
WMS Partners
Maryland
$915K +$915K +16,521 New
MMA
429
Miracle Mile Advisors
California
$915K +$1.05K +19 +0.1%
MWM
430
Modera Wealth Management
New Jersey
$900K +$14.7K +265 +2%
PP
431
Prosperity Planning
Missouri
$885K +$244K +4,404 +38%
DA
432
Doliver Advisors
Texas
$853K -$4.76K -86 -0.6%
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$851K -$21.1K -381 -2%
BEI
434
Benjamin Edwards Inc
Missouri
$841K -$91.2K -1,647 -10%
AWS
435
Arkfeld Wealth Strategies
Nebraska
$837K -$10.3K -185 -1%
ML
436
McAdam LLC
Pennsylvania
$827K +$617K +11,153 +295%
CA
437
Centerpoint Advisors
Massachusetts
$805K – – –
MGIA
438
Moneta Group Investment Advisors
Missouri
$803K +$59.7K +1,079 +8%
LMKC
439
L.M. Kohn & Company
Ohio
$800K +$186K +3,354 +30%
PT
440
Plimoth Trust
Massachusetts
$798K -$1.11K -20 -0.1%
SIAS
441
Summit Investment Advisory Services
Minnesota
$789K +$196K +3,541 +33%
ACM
442
Advance Capital Management
Michigan
$782K -$21.7K -392 -3%
AWAU
443
Alliance Wealth Advisors (Utah)
Utah
$782K +$9.85K +178 +1%
JWBC
444
John W. Brooker & Co
California
$763K -$116K -2,073 -13%
FWM
445
Fingerlakes Wealth Management
New York
$758K -$17.2K -310 -2%
ISWM
446
Independent Solutions Wealth Management
New York
$756K -$57.2K -1,034 -7%
Betterment LLC
447
Betterment LLC
New York
$745K +$20K +361 +3%
MWM
448
MY Wealth Management
Maryland
$739K – – –
TFS
449
Thoroughbred Financial Services
Tennessee
$732K – – –
SA
450
Sunesis Advisors
Kansas
$724K -$8.12M -146,757 -92%
16 17
18
19 20