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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 %
AIC
426
Ayalon Insurance Company
Israel
$1.18M -$103K -1,694 -8%
HAS
427
HBW Advisory Services
California
$1.17M +$68.2K +1,119 +6%
IF
428
Intrua Financial
Texas
$1.17M +$53.9K +883 +5%
AC
429
Avestar Capital
New York
$1.14M +$1.14M +18,765 New
TBWA
430
Three Bridge Wealth Advisors
California
$1.11M – – –
AWM
431
Aprio Wealth Management
Georgia
$1.1M +$1.1M +18,063 New
MF
432
Meridian Financial
Massachusetts
$1.08M -$12K -197 -1%
WWM
433
Windsor Wealth Management
Indiana
$1.08M -$13.4K -220 -1%
CM
434
Churchill Management
California
$1.08M -$34.7K -568 -3%
BB
435
Berkshire Bank
Massachusetts
$1.07M -$133K -2,179 -11%
SSW
436
Stone Summit Wealth
Florida
$1.06M -$233K -3,826 -18%
ADIM
437
Alpha DNA Investment Management
Maryland
$1.05M -$389K -6,375 -27%
WPC
438
White Pine Capital
Minnesota
$1.04M +$15.2K +249 +1%
ACP
439
Aveo Capital Partners
Colorado
$1.03M +$18.4K +301 +2%
AWM
440
Angeles Wealth Management
California
$1.03M – – –
ACM
441
Advance Capital Management
Michigan
$1.01M +$145K +2,381 +17%
PNC Financial Services Group
442
PNC Financial Services Group
Pennsylvania
$993K -$26.9K -441 -3%
MMA
443
Miracle Mile Advisors
California
$985K -$22.6K -370 -2%
WP
444
WMS Partners
Maryland
$968K -$39.5K -648 -4%
RFN
445
Redwood Financial Network
Ohio
$965K -$78.5K -1,287 -8%
SOS
446
Silver Oak Securities
Tennessee
$958K +$958K +15,701 New
TI
447
Tidal Investments
Wisconsin
$952K +$952K +15,607 New
Fifth Third Bancorp
448
Fifth Third Bancorp
Ohio
$946K +$7.63K +125 +0.8%
PP
449
Prosperity Planning
Missouri
$945K -$30.7K -503 -3%
ML
450
McAdam LLC
Pennsylvania
$937K +$25.6K +420 +3%
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