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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

795 hedge funds and large institutions have $13B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 270 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+40
Holders Change %
+5.3%
% of All Funds
12.54%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.18%
New
83
Increased
340
Reduced
270
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K

Top Buyers

1
AF
Allworth Financial
California
+$429M
2
LPL Financial
LPL Financial
California
+$71.7M
3
OWM
Orgel Wealth Management
Wisconsin
+$60.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$58.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.4M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.08B
2
ACM
AlphaStar Capital Management
North Carolina
-$37.2M
3
AAS
Ameritas Advisory Services
Nebraska
-$30.5M
4
GVAG
Great Valley Advisor Group
Delaware
-$14.4M
5
OHIS
Oak Harvest Investment Services
Texas
-$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
RL
476
Retireful LLC
Michigan
$766K +$766K +12,548 New
WPW
477
Waldron Private Wealth
Pennsylvania
$759K – – –
LF
478
Lantz Financial
Illinois
$750K -$30.1K -493 -4%
CPIG
479
Chicago Partners Investment Group
Illinois
$740K -$8.52K -138 -1%
CAC
480
Certified Advisory Corp
Florida
$738K -$13.2K -216 -2%
IP
481
Ignite Planners
California
$738K +$17K +282 +2%
CW
482
CreativeOne Wealth
Kansas
$735K +$78.6K +1,289 +12%
RSA
483
River Street Advisors
Illinois
$722K +$11.7K +191 +2%
FA
484
FC Advisory
Pennsylvania
$721K +$122 +2 +0%
PMFA
485
Plante Moran Financial Advisors
Michigan
$709K – – –
FW
486
FirstPurpose Wealth
Utah
$706K +$107K +1,749 +18%
SS
487
Sunbelt Securities
Texas
$700K +$75.8K +1,243 +12%
6F
488
626 Financial
Michigan
$696K -$63.3K -1,037 -8%
SWM
489
SFG Wealth Management
Maryland
$694K +$68.1K +1,117 +11%
ICG
490
InterOcean Capital Group
Tennessee
$684K – – –
MCC
491
Money Concepts Capital
Florida
$674K +$184K +3,022 +38%
HVIA
492
Hudson Valley Investment Advisors
New York
$668K +$45.6K +748 +7%
EWA
493
EP Wealth Advisors
California
$667K -$3.35M -22,077 -83%
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$660K +$2.07K +34 +0.3%
CS
495
Crescent Sterling
Louisiana
$648K -$8.72K -143 -1%
3F
496
360 Financial
Minnesota
$648K -$3.61K -64 -0.6%
HWA
497
HHM Wealth Advisors
Tennessee
$644K +$1.65K +27 +0.3%
DCM
498
DGS Capital Management
New Jersey
$643K +$294K +4,823 +84%
DADC
499
D.A. Davidson & Co
Montana
$640K +$23.9K +391 +4%
SAG
500
SageView Advisory Group
California
$639K +$639K +10,477 New
18 19
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