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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

131 hedge funds and large institutions have $386M invested in SPDR Portfolio S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+42
Holders Change %
+47.19%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
51
Increased
40
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Allegis Investment Advisors
Idaho
$17.8M
2
JWM
2
Jackson Wealth Management
Florida
$10.3M
3
GP
3
Girard Partners
Pennsylvania
$5.19M
4
OC
4
Oarsman Capital
Wisconsin
$3.93M
5
UBS Group
5
UBS Group
Switzerland
$16.1M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$2.5M
2
SIA
2
Starfire Investment Advisers
Michigan
$0
3
CDIA
3
Capital Directions Investment Advisors
Georgia
$73.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$2.5M -$8.02M -243,249 -76%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$2.4M -$150K -4,535 -6%
VFA
28
Voya Financial Advisors
Connecticut
$2.01M -$455K -13,746 -19%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.95M +$471K +14,258 +32%
TW
30
Transform Wealth
Colorado
$1.79M -$38.6K -1,171 -2%
FIM
31
Freedom Investment Management
Connecticut
$1.69M -$133K -4,036 -7%
RA
32
RFG Advisory
Alabama
$1.65M +$1.65M +49,841 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.57M +$173K +5,257 +12%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.54M +$221K +6,695 +17%
LWS
35
Lucia Wealth Services
California
$1.46M +$1.46M +44,297 New
ISB
36
Iowa State Bank
Iowa
$1.29M +$254K +7,697 +25%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.27M -$104K -3,145 -8%
SFM
38
Signet Financial Management
New Jersey
$1.24M +$1.24M +37,559 New
AFA
39
Aurora Financial Advisors
Massachusetts
$1.2M +$1.2M +36,471 New
MWM
40
Marietta Wealth Management
Georgia
$1.12M – – –
LIA
41
LBMC Investment Advisors
Tennessee
$943K +$1.72K +52 +0.2%
MML Investors Services
42
MML Investors Services
Massachusetts
$942K +$112K +3,390 +13%
PA
43
Probity Advisors
Texas
$925K +$925K +28,044 New
Creative Planning
44
Creative Planning
Kansas
$887K +$29.9K +905 +3%
BTS
45
BB&T Securities
Virginia
$882K +$62.2K +1,885 +8%
UR
46
USCA RIA
Texas
$856K +$485K +14,685 +131%
AG
47
Advisor Group
Arizona
$827K +$487K +14,742 +144%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$810K -$1.44M -43,729 -64%
RFM
49
Royal Fund Management
Florida
$806K +$768K +23,279 +2,021%
IWM
50
IHT Wealth Management
Illinois
$796K +$607K +17,803 +321%
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