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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

719 hedge funds and large institutions have $11.6B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 270 increasing their positions, 196 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+119
Holders Change %
+19.83%
% of All Funds
11.1%
Holding in Top 10
126
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.48%
% of All Funds
1.95%
New
168
Increased
270
Reduced
196
Closed
33
Calls
$9.64M
Puts
$24.4M
Net Calls
-$14.7M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$96.8M
2
LPL Financial
LPL Financial
California
+$91.4M
3
Osaic Holdings
Osaic Holdings
Arizona
+$83.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$77.3M
5
LP
LGL Partners
Pennsylvania
+$49.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$51.5M
2
Wells Fargo
Wells Fargo
California
-$48.6M
3
AIM
Astor Investment Management
Illinois
-$35M
4
ACM
AlphaStar Capital Management
North Carolina
-$14.8M
5
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
476
Lion Street Advisors
Texas
$524K +$106K +1,468 +25%
AR
477
Apeiron RIA
Texas
$522K +$522K +7,197 New
JCM
478
Jacobi Capital Management
Pennsylvania
$517K +$322K +4,447 +165%
IWA
479
Intercontinental Wealth Advisors
Texas
$516K +$6.89K +95 +1%
MCWS
480
McKinley Carter Wealth Services
West Virginia
$506K -$202K -2,791 -29%
AIA
481
Angeles Investment Advisors
California
$503K – – –
HVIA
482
Hudson Valley Investment Advisors
New York
$501K -$17.7K -244 -3%
CA
483
Clearstead Advisors
Ohio
$496K +$218K +3,012 +78%
HLOC
484
H.L. Ormond & Company
North Carolina
$494K +$494K +7,484 New
PFA
485
Pure Financial Advisors
California
$491K -$132K -1,823 -21%
MIM
486
Moseley Investment Management
Florida
$482K -$60.5K -835 -11%
WSTAM
487
Wilbanks Smith & Thomas Asset Management
Virginia
$482K +$25.4K +350 +6%
BBNA
488
Bremer Bank National Association
Minnesota
$479K – – –
AW
489
ACG Wealth
Georgia
$478K – – –
CBFP
490
Cedar Brook Financial Partners
Ohio
$474K -$41.8K -577 -8%
FG
491
Fiduciary Group
Georgia
$472K -$10.9K -150 -2%
DAS
492
Dynamic Advisor Solutions
Arizona
$467K -$192K -2,653 -29%
LWM
493
Laidlaw Wealth Management
New York
$463K +$40.3K +556 +10%
VFA
494
Voya Financial Advisors
Connecticut
$461K +$24K +329 +5%
SBIA
495
Sheaff Brock Investment Advisors
Indiana
$446K +$446K +6,160 New
Citigroup
496
Citigroup
New York
$444K +$283K +3,906 +176%
JWCA
497
J.W. Coons Advisors
Ohio
$443K +$6.52K +90 +1%
TYCC
498
Texas Yale Capital Corp
Florida
$441K – – –
RFN
499
RDA Financial Network
Iowa
$440K – – –
JWBC
500
John W. Brooker & Co
California
$440K – – –
18 19
20
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