SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

416 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+73
Holders Change %
+21.28%
% of All Funds
8.21%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.17%
New
100
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$33.9M
2
Bank of America
2
Bank of America
North Carolina
$185M
3
LPL Financial
3
LPL Financial
California
$77.3M
4
NP
4
NorthRock Partners
Minnesota
$30.4M
5
Ameriprise
5
Ameriprise
Minnesota
$122M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$76.4M
2
PI
2
PFS Investments
Georgia
$47.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.7M
4
VA
4
Valmark Advisers
Ohio
$213M
5
FFS
5
Founders Financial Securities
Maryland
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
Nottingham Advisors
New York
$30.9M +$66.2K +1,561 +0.2%
NP
27
NorthRock Partners
Minnesota
$30.4M +$16M +380,731 +110%
ONB
28
Old National Bancorp
Indiana
$29.9M +$5.31M +126,758 +22%
FNT
29
First National Trust
Pennsylvania
$28M +$3.24M +77,261 +13%
RCIM
30
Red Cedar Investment Management
Michigan
$27.7M +$1.66M +39,601 +6%
CWM
31
Connecticut Wealth Management
Connecticut
$27.3M +$1.67M +39,837 +7%
RJA
32
Raymond James & Associates
Florida
$27.1M -$1.48M -35,250 -5%
AWM
33
Altium Wealth Management
New York
$27M +$487K +11,618 +2%
IWA
34
Inspirion Wealth Advisors
Illinois
$26.8M -$141K -3,369 -0.5%
HB
35
Homrich & Berg
Georgia
$26.2M +$4.21M +100,510 +19%
AA
36
Advisory Alpha
Michigan
$25.4M +$3.03M +69,909 +14%
FFG
37
Ford Financial Group
California
$24.1M -$308K -7,342 -1%
RA
38
RFG Advisory
Alabama
$23.9M +$1.85M +44,179 +8%
FPIS
39
Financial Planning & Information Services
Wisconsin
$22.2M +$280K +6,685 +1%
CFS
40
Cannon Financial Strategists
Georgia
$20.5M +$1.81M +43,090 +10%
Goldman Sachs
41
Goldman Sachs
New York
$20.5M +$949K +22,645 +5%
UCFA
42
United Capital Financial Advisors
Texas
$20.3M +$1.75M +41,722 +9%
MWPCG
43
Measured Wealth Private Client Group
New Hampshire
$20.3M -$3.91M -93,297 -16%
RWM
44
Reston Wealth Management
Virginia
$19.1M +$626K +14,935 +3%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$18.9M – – –
AssetMark Inc
46
AssetMark Inc
California
$17.8M -$5.21M -124,405 -23%
T
47
TrueFG
Texas
$17.4M +$17.4M +415,316 New
JWM
48
Jackson Wealth Management
Florida
$16.7M +$21.9K +503 +0.1%
AI
49
Atria Investments
North Carolina
$16.3M -$783K -18,677 -5%
EH
50
Equitable Holdings
New York
$15.6M +$15.6M +373,316 New
1
2
3 4 5