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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$550M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$209M
3
LPL Financial
LPL Financial
California
+$136M
4
B
Bridgeworth
Alabama
+$73.5M
5
SF
Synovus Financial
Georgia
+$69.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$134M
2
OCM
One Capital Management
California
-$38.6M
3
Ameriprise
Ameriprise
Minnesota
-$37.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$34.7M
5
MCM
Mainstay Capital Management
Michigan
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASC
451
Coppell Advisory Solutions Corp
Texas
$664K +$664K +13,105 New
Betterment LLC
452
Betterment LLC
New York
$664K +$184K +3,622 +38%
OGF
453
Orin Green Financial
California
$644K – – –
IP
454
Ignite Planners
California
$622K +$79.6K +1,485 +15%
LAS
455
LWM Advisory Services
Florida
$615K -$4.41K -87 -0.7%
RSA
456
River Street Advisors
Illinois
$614K +$614K +12,125 New
EWA
457
EP Wealth Advisors
California
$611K +$611K +12,065 New
IA
458
IFG Advisory
Georgia
$598K +$68.8K +1,359 +13%
HWA
459
HHM Wealth Advisors
Tennessee
$594K +$594K +11,720 New
PMFA
460
Plante Moran Financial Advisors
Michigan
$589K – – –
OL
461
Optas LLC
Texas
$585K +$585K +11,548 New
PA
462
PFG Advisors
Arizona
$578K +$60.3K +1,190 +12%
FA
463
FC Advisory
Pennsylvania
$577K +$228K +4,495 +65%
FWP
464
FAS Wealth Partners
Kansas
$574K +$103K +2,028 +22%
ICG
465
InterOcean Capital Group
Tennessee
$568K -$101K -2,000 -15%
LMKC
466
L.M. Kohn & Company
Ohio
$563K +$319K +6,295 +131%
PFA
467
Pinnacle Family Advisors
Missouri
$559K +$5.02K +99 +0.9%
CW
468
CreativeOne Wealth
Kansas
$559K -$20.3K -400 -4%
SPWM
469
Schrum Private Wealth Management
Florida
$556K +$1.37K +27 +0.2%
BC
470
Brio Consultants
California
$551K -$120K -2,365 -18%
JGIA
471
Jackson Grant Investment Advisers
Connecticut
$545K +$1.47K +29 +0.3%
SIAS
472
Summit Investment Advisory Services
Minnesota
$542K +$542K +10,705 New
CWM
473
Catalyst Wealth Management
Georgia
$541K +$541K +10,669 New
CAC
474
Certified Advisory Corp
Florida
$535K -$31.8K -627 -6%
GW
475
GW & Wade
Massachusetts
$527K -$6.08K -120 -1%
17 18
19
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