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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$550M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$209M
3
LPL Financial
LPL Financial
California
+$136M
4
B
Bridgeworth
Alabama
+$73.5M
5
SF
Synovus Financial
Georgia
+$69.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$134M
2
OCM
One Capital Management
California
-$38.6M
3
Ameriprise
Ameriprise
Minnesota
-$37.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$34.7M
5
MCM
Mainstay Capital Management
Michigan
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
501
Advisor OS
Illinois
$451K +$5.62K +111 +1%
WA
502
Waverly Advisors
Alabama
$449K – – –
CWS
503
Confluence Wealth Services
Pennsylvania
$449K -$62.2K -1,227 -12%
SCP
504
Stevens Capital Partners
Nebraska
$447K +$447K +8,829 New
LCM
505
Leisure Capital Management
California
$445K +$445K +8,775 New
EFS
506
Essex Financial Services
Connecticut
$439K +$48.5K +959 +12%
WAG
507
Wallace Advisory Group
California
$427K +$427K +8,432 New
FMWA
508
Forvis Mazars Wealth Advisors
Missouri
$426K -$157K -3,105 -27%
VCM
509
Virtue Capital Management
Tennessee
$425K +$21.7K +428 +5%
SW
510
Simplicity Wealth
New Jersey
$424K -$3.5M -69,027 -89%
GT
511
Glenmede Trust
Pennsylvania
$423K – – –
APP
512
Avantax Planning Partners
Iowa
$416K – – –
WEG
513
World Equity Group
Illinois
$413K -$133K -2,616 -24%
BG
514
Benedetti & Gucer
Georgia
$406K +$101 +2 +0%
KOC
515
Koss-Olinger Consulting
Florida
$405K -$41.2K -814 -9%
AF
516
Advisornet Financial
Minnesota
$400K – – –
BSW
517
Buckingham Strategic Wealth
Missouri
$399K -$27K -533 -6%
FW
518
FirstPurpose Wealth
Utah
$395K +$41.4K +818 +12%
PFA
519
Pure Financial Advisors
California
$392K -$13.7K -271 -3%
MFA
520
McClarren Financial Advisors
Pennsylvania
$390K -$3.9K -77 -1%
KCM
521
Kennicott Capital Management
California
$389K – – –
IWA
522
Intercontinental Wealth Advisors
Texas
$388K – – –
WSWA
523
Warren Street Wealth Advisors
California
$388K -$59.1K -1,166 -13%
CA
524
Calton & Associates
Florida
$387K +$87.2K +1,720 +29%
BFG
525
Bleakley Financial Group
New Jersey
$386K +$386K +7,627 New
19 20
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