SPYG icon

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 %
AWS
451
Arkfeld Wealth Strategies
Nebraska
$932K +$13.3K +219 +1%
SIAS
452
Summit Investment Advisory Services
Minnesota
$926K +$56.7K +930 +7%
BRWA
453
B. Riley Wealth Advisors
Florida
$913K +$139K +2,284 +18%
Betterment LLC
454
Betterment LLC
New York
$897K +$75.8K +1,242 +9%
SFP
455
Shepherd Financial Partners
Massachusetts
$886K +$886K +14,524 New
CA
456
Centerpoint Advisors
Massachusetts
$876K -$11.2K -183 -1%
MGIA
457
Moneta Group Investment Advisors
Missouri
$876K -$9.46K -155 -1%
GEA
458
Glen Eagle Advisors
New Jersey
$870K +$164K +2,671 +23%
AWAU
459
Alliance Wealth Advisors (Utah)
Utah
$864K +$1.89K +31 +0.2%
BEI
460
Benjamin Edwards Inc
Missouri
$849K -$77.9K -1,277 -8%
GM
461
GeoWealth Management
Illinois
$841K +$230K +3,760 +38%
PFA
462
Pinnacle Family Advisors
Missouri
$835K +$46.2K +757 +6%
JWBC
463
John W. Brooker & Co
California
$834K +$3.91K +64 +0.5%
IHWM
464
Iron Horse Wealth Management
Iowa
$831K -$409K -6,705 -33%
TPWM
465
Twelve Points Wealth Management
Massachusetts
$828K -$185K -3,030 -18%
TFS
466
Thoroughbred Financial Services
Tennessee
$826K +$19.5K +320 +2%
ISWM
467
Independent Solutions Wealth Management
New York
$821K -$12.7K -208 -2%
MWM
468
MY Wealth Management
Maryland
$814K – – –
SI
469
Stephens Inc
Arkansas
$812K +$361K +5,915 +80%
FWM
470
Fingerlakes Wealth Management
New York
$808K -$27.6K -453 -3%
PT
471
Plimoth Trust
Massachusetts
$807K -$73.2K -1,200 -8%
VCM
472
Vigilant Capital Management
Maine
$793K – – –
GW
473
GW & Wade
Massachusetts
$790K – – –
OGF
474
Orin Green Financial
California
$776K – – –
SW
475
Simplicity Wealth
New Jersey
$776K +$238K +3,893 +44%
17 18
19
20 21