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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 %
IA
501
IFG Advisory
Georgia
$634K +$13.2K +217 +2%
PCA
502
Prosperity Capital Advisors
Ohio
$621K -$168K -2,752 -21%
FMN
503
Financial Management Network
California
$609K -$170K -2,781 -22%
OCPWS
504
One Charles Private Wealth Services
Massachusetts
$607K – – –
PA
505
PFG Advisors
Arizona
$605K -$19.1K -313 -3%
LL
506
LWMG LLC
Minnesota
$602K -$1.1K -18 -0.2%
FNBOO
507
First National Bank of Omaha
Nebraska
$597K -$27.5K -450 -4%
FA
508
Fiduciary Alliance
South Carolina
$596K +$14.8K +242 +3%
CCA
509
Cadent Capital Advisors
Oklahoma
$594K +$1.83K +30 +0.3%
Kovitz Investment Group Partners
510
Kovitz Investment Group Partners
Illinois
$588K -$55.6K -912 -9%
SPWM
511
Schrum Private Wealth Management
Florida
$587K +$1.71K +28 +0.3%
BC
512
Brio Consultants
California
$587K -$25.5K -418 -4%
TA
513
TFB Advisors
Kansas
$585K +$585K +9,594 New
BSW
514
Buckingham Strategic Wealth
Missouri
$580K +$100K +1,639 +21%
Bank of New York Mellon
515
Bank of New York Mellon
New York
$580K -$5.55K -91 -0.9%
MFWP
516
Mosaic Family Wealth Partners
Missouri
$578K -$15.9K -260 -3%
WAM
517
Wallington Asset Management
Indiana
$574K +$58.2K +955 +11%
SCP
518
Stevens Capital Partners
Nebraska
$573K +$7.81K +128 +1%
CC
519
Callan Capital
California
$569K +$61 +1 +0%
LSA
520
Lion Street Advisors
Texas
$551K +$551K +7,883 New
OLVIG
521
Oliver Lagore Vanvalin Investment Group
Michigan
$545K +$545K +8,926 New
CAMG
522
CWA Asset Management Group
Florida
$544K – – –
VWA
523
Visionary Wealth Advisors
Illinois
$525K -$15.7K -257 -3%
CB
524
Community Bank
New York
$517K -$45.6K -747 -8%
LWANC
525
Laurel Wealth Advisors (North Carolina)
North Carolina
$514K +$27.8K +455 +6%
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