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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$351M
2
Osaic Holdings
Osaic Holdings
Arizona
+$272M
3
FGAM
Financial Gravity Asset Management
Texas
+$190M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$152M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$149M

Top Sellers

1
PG
Prostatis Group
Maryland
-$21.6M
2
State Street
State Street
Massachusetts
-$10.7M
3
Bank of America
Bank of America
North Carolina
-$9.3M
4
CA
CoreCap Advisors
Michigan
-$8.3M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
451
Angeles Wealth Management
California
$999K – – –
MMA
452
Miracle Mile Advisors
California
$958K +$949 +16 +0.1%
BB
453
Berkshire Bank
Massachusetts
$956K -$86.8K -1,465 -8%
SIAS
454
Summit Investment Advisory Services
Minnesota
$938K +$38.5K +650 +4%
WP
455
WMS Partners
Maryland
$938K -$2.85K -48 -0.3%
WEG
456
World Equity Group
Illinois
$933K +$442K +7,454 +90%
AWS
457
Arkfeld Wealth Strategies
Nebraska
$926K -$2.85K -47 -0.3%
CFB
458
Cullen/Frost Bankers
Texas
$925K +$925K +15,604 New
AFG
459
Atomi Financial Group
New York
$924K +$604K +10,195 +189%
Fifth Third Bancorp
460
Fifth Third Bancorp
Ohio
$919K – – –
PP
461
Prosperity Planning
Missouri
$912K -$5.93K -100 -0.6%
PFO
462
Pathstone Family Office
New Jersey
$908K +$701K +11,818 +338%
AWAU
463
Alliance Wealth Advisors (Utah)
Utah
$896K +$56.6K +955 +7%
AWA
464
Arete Wealth Advisors
Illinois
$868K -$2.9M -48,966 -77%
USCWA
465
U.S. Capital Wealth Advisors
Texas
$865K +$865K +14,589 New
SFP
466
Shepherd Financial Partners
Massachusetts
$861K – – –
CA
467
Centerpoint Advisors
Massachusetts
$851K – – –
CAG
468
Csenge Advisory Group
Florida
$846K +$537K +9,064 +174%
NL
469
NWAM LLC
Washington
$845K +$493K +8,312 +140%
SS
470
Simplicity Solutions
Minnesota
$838K -$1.15M -19,327 -58%
TFS
471
Thoroughbred Financial Services
Tennessee
$821K +$17.8K +300 +2%
SI
472
Stephens Inc
Arkansas
$819K +$30K +506 +4%
AWM
473
Apollon Wealth Management
South Carolina
$817K -$7.75M -130,774 -90%
MGIA
474
Moneta Group Investment Advisors
Missouri
$816K -$34.7K -586 -4%
IHWM
475
Iron Horse Wealth Management
Iowa
$812K +$4.57K +77 +0.6%
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