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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$351M
2
Osaic Holdings
Osaic Holdings
Arizona
+$272M
3
FGAM
Financial Gravity Asset Management
Texas
+$190M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$152M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$149M

Top Sellers

1
PG
Prostatis Group
Maryland
-$21.6M
2
State Street
State Street
Massachusetts
-$10.7M
3
Bank of America
Bank of America
North Carolina
-$9.3M
4
CA
CoreCap Advisors
Michigan
-$8.3M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
476
John W. Brooker & Co
California
$811K +$1.3K +22 +0.2%
MCC
477
Money Concepts Capital
Florida
$806K +$151K +2,551 +23%
JGIA
478
Jackson Grant Investment Advisers
Connecticut
$805K +$164K +2,767 +26%
TPWM
479
Twelve Points Wealth Management
Massachusetts
$805K – – –
VPP
480
Vertex Planning Partners
Illinois
$793K +$793K +13,379 New
MWM
481
MY Wealth Management
Maryland
$791K – – –
SA
482
Sunesis Advisors
Kansas
$775K +$775K +13,074 New
FWM
483
Fingerlakes Wealth Management
New York
$768K -$16.4K -276 -2%
PFA
484
Pinnacle Family Advisors
Missouri
$767K -$44.5K -750 -5%
GW
485
GW & Wade
Massachusetts
$767K – – –
CPIG
486
Chicago Partners Investment Group
Illinois
$764K +$59.7K +1,017 +8%
PT
487
Plimoth Trust
Massachusetts
$761K -$22.5K -380 -3%
OGF
488
Orin Green Financial
California
$754K – – –
SPC
489
Sigma Planning Corp
Michigan
$750K +$320K +5,400 +74%
BEI
490
Benjamin Edwards Inc
Missouri
$747K -$78.1K -1,317 -9%
SFG
491
Sovereign Financial Group
Connecticut
$739K -$922K -15,558 -56%
WPW
492
Waldron Private Wealth
Pennsylvania
$737K – – –
FW
493
FirstPurpose Wealth
Utah
$727K +$41K +692 +6%
KAS
494
KPP Advisory Services
Kentucky
$726K +$726K +12,247 New
LF
495
Lantz Financial
Illinois
$716K -$12.2K -206 -2%
IA
496
IFG Advisory
Georgia
$710K +$94.2K +1,589 +15%
SWM
497
SFG Wealth Management
Maryland
$708K +$33.9K +571 +5%
TA
498
TFB Advisors
Kansas
$707K +$139K +2,340 +24%
FA
499
FC Advisory
Pennsylvania
$702K +$2.02K +34 +0.3%
SS
500
Sunbelt Securities
Texas
$702K +$21K +355 +3%
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