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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 %
PMFA
501
Plante Moran Financial Advisors
Michigan
$689K – – –
KFS
502
Kelly Financial Services
Massachusetts
$685K +$685K +11,554 New
SFC
503
Strategic Financial Concepts
Texas
$680K -$823K -13,879 -55%
6F
504
626 Financial
Michigan
$677K – – –
CAC
505
Certified Advisory Corp
Florida
$676K -$41.6K -701 -6%
RSA
506
River Street Advisors
Illinois
$667K -$34K -574 -5%
ICG
507
InterOcean Capital Group
Tennessee
$665K – – –
CAS
508
Coppell Advisory Solutions
Texas
$664K -$677K -13,354 -50%
LA
509
Lifeworks Advisors
Michigan
$652K +$652K +10,992 New
STA
510
Summit Trail Advisors
New York
$643K -$547K -9,230 -46%
VAG
511
VisionPoint Advisory Group
Texas
$643K +$643K +10,848 New
FDDB
512
Fidelity D&D Bancorp
Pennsylvania
$642K +$642K +10,823 New
HVIA
513
Hudson Valley Investment Advisors
New York
$635K -$13.9K -235 -2%
KF
514
Krilogy Financial
Missouri
$620K +$620K +10,458 New
RFN
515
Redwood Financial Network
Ohio
$619K -$318K -5,367 -34%
Qube Research & Technologies (QRT)
516
Qube Research & Technologies (QRT)
United Kingdom
$619K -$2.08M -35,061 -77%
PA
517
PFG Advisors
Arizona
$619K +$30.6K +516 +5%
SAG
518
SageView Advisory Group
California
$614K -$7.29K -123 -1%
DCM
519
DGS Capital Management
New Jersey
$602K -$22.2K -375 -4%
LL
520
LWMG LLC
Minnesota
$597K +$12K +202 +2%
FA
521
Fiduciary Alliance
South Carolina
$596K +$17.1K +289 +3%
CWS
522
Confluence Wealth Services
Pennsylvania
$578K +$87.9K +1,483 +18%
EWA
523
EP Wealth Advisors
California
$576K +$315K +5,317 +121%
FNBOO
524
First National Bank of Omaha
Nebraska
$574K -$6.11K -103 -1%
SPWM
525
Schrum Private Wealth Management
Florida
$573K +$2.55K +43 +0.4%
19 20
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