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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

171 hedge funds and large institutions have $810M invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+40
Holders Change %
+30.53%
% of All Funds
3.92%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.41%
New
51
Increased
76
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$111M
2
VA
2
Valmark Advisers
Ohio
$68.4M
3
FWM
3
Focused Wealth Management
New York
$27.7M
4
PI
4
PFS Investments
Georgia
$21.4M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$20M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.2M
2
PCG
2
Private Capital Group
Connecticut
$48K
3
VFA
3
Voya Financial Advisors
Connecticut
$0
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$73.4M
5
XS
5
XR Securities
Illinois
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
26
WrapManager Inc
California
$6.48M +$6.48M +193,326 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.24M +$5.75M +170,684 +1,174%
FNT
28
First National Trust
Pennsylvania
$6.14M +$1.45M +43,335 +31%
CCP
29
Cardan Capital Partners
Colorado
$6.12M +$6.12M +182,702 New
FSA
30
Financial Services Advisory
Maryland
$5.94M +$5.94M +177,091 New
LWS
31
Lucia Wealth Services
California
$5.9M +$4.41M +131,657 +297%
AWM
32
Altium Wealth Management
New York
$5.48M +$2.59M +77,289 +90%
GP
33
Girard Partners
Pennsylvania
$5.46M +$192K +5,715 +4%
FIM
34
Freedom Investment Management
Connecticut
$4.81M +$3.09M +92,292 +180%
CWSR
35
Chessman Wealth Strategies RIA
Texas
$4.38M -$1.23M -36,835 -22%
WAS
36
Winch Advisory Services
Wisconsin
$4.33M +$4.33M +129,228 New
OC
37
Oarsman Capital
Wisconsin
$4.23M +$243K +7,251 +6%
CCMG
38
Clark Capital Management Group
Pennsylvania
$3.59M +$3.59M +107,087 New
NEIRG
39
New England Investment & Retirement Group
Massachusetts
$3.41M +$3.41M +101,830 New
PA
40
Probity Advisors
Texas
$3.28M +$2.34M +69,807 +249%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.07M +$503K +15,013 +20%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.78M +$797K +23,772 +40%
KWM
43
Kingsview Wealth Management
Oregon
$2.74M +$167K +4,996 +7%
Jane Street
44
Jane Street
New York
$2.7M +$2.7M +80,610 New
FPIS
45
Financial Planning & Information Services
Wisconsin
$2.37M +$2.37M +70,701 New
SFM
46
Signet Financial Management
New Jersey
$2.33M +$1.07M +32,035 +85%
UR
47
USCA RIA
Texas
$2.33M +$1.46M +43,555 +168%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$2.28M -$156K -4,641 -6%
Lido Advisors
49
Lido Advisors
California
$2.26M -$271K -8,101 -11%
PWAG
50
Polaris Wealth Advisory Group
California
$2.23M +$2.23M +66,444 New
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