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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

710 hedge funds and large institutions have $9.52B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 300 increasing their positions, 236 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-9
Holders Change %
-1.25%
% of All Funds
11.24%
Holding in Top 10
116
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.94%
% of All Funds
1.84%
New
85
Increased
300
Reduced
236
Closed
82
Calls
$22M
Puts
$19.9M
Net Calls
+$2.05M
Net Calls Change
+$16.8M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.1M
2
LPL Financial
LPL Financial
California
+$61.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$46M
4
Ameriprise
Ameriprise
Minnesota
+$41.5M
5
ACM
AlphaStar Capital Management
North Carolina
+$34.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$758M
2
Osaic Holdings
Osaic Holdings
Arizona
-$364M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$263M
4
OPS
Orion Portfolio Solutions
Nebraska
-$95.9M
5
TCM
Tradewinds Capital Management
Washington
-$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
476
Presidio Capital Management
California
$459K +$459K +6,937 New
AWM
477
Angeles Wealth Management
California
$459K +$459K +6,937 New
HF
478
Halpern Financial
Virginia
$456K +$456K +6,889 New
DCM
479
Donaldson Capital Management
Indiana
$456K -$696K -10,517 -60%
VCM
480
Virtue Capital Management
Tennessee
$450K -$1.45M -21,878 -76%
ACI
481
Alpha Cubed Investments
California
$450K -$33.3K -503 -7%
LWM
482
Laidlaw Wealth Management
New York
$446K +$23.1K +349 +5%
IWA
483
Intercontinental Wealth Advisors
Texas
$438K -$33.7K -509 -7%
AW
484
ACG Wealth
Georgia
$437K – – –
BBNA
485
Bremer Bank National Association
Minnesota
$437K – – –
T
486
TRUADVICE
Florida
$429K +$429K +7,329 New
WSTAM
487
Wilbanks Smith & Thomas Asset Management
Virginia
$427K +$36.2K +616 +9%
Bank of Montreal
488
Bank of Montreal
Ontario, Canada
$418K +$120K +1,783 +40%
PAS
489
Park Avenue Securities
New York
$417K -$185K -2,796 -31%
JWCA
490
J.W. Coons Advisors
Ohio
$405K – – –
PWP
491
Principle Wealth Partners
Connecticut
$405K +$119K +1,793 +41%
TYCC
492
Texas Yale Capital Corp
Florida
$403K – – –
JWBC
493
John W. Brooker & Co
California
$402K – – –
RFN
494
RDA Financial Network
Iowa
$402K – – –
CA
495
Calton & Associates
Florida
$399K -$794 -12 -0.2%
LW
496
Linscomb Wealth
Texas
$399K +$662 +10 +0.2%
BRWA
497
B. Riley Wealth Advisors
Florida
$398K -$9.86M -148,612 -96%
PFA
498
Pathway Financial Advisors
Vermont
$396K +$61.9K +936 +19%
Kovitz Investment Group Partners
499
Kovitz Investment Group Partners
Illinois
$395K – – –
TFS
500
Thoroughbred Financial Services
Tennessee
$392K +$392K +5,933 New
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