SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

719 hedge funds and large institutions have $11.6B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 270 increasing their positions, 196 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+119
Holders Change %
+19.83%
% of All Funds
11.1%
Holding in Top 10
126
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.48%
% of All Funds
1.95%
New
168
Increased
270
Reduced
196
Closed
33
Calls
$9.64M
Puts
$24.4M
Net Calls
-$14.7M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$96.8M
2
LPL Financial
LPL Financial
California
+$91.4M
3
Osaic Holdings
Osaic Holdings
Arizona
+$83.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$77.3M
5
LP
LGL Partners
Pennsylvania
+$49.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$51.5M
2
Wells Fargo
Wells Fargo
California
-$48.6M
3
AIM
Astor Investment Management
Illinois
-$35M
4
ACM
AlphaStar Capital Management
North Carolina
-$14.8M
5
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
526
Paradigm Financial Advisors
Missouri
$334K – – –
Kovitz Investment Group Partners
527
Kovitz Investment Group Partners
Illinois
$330K – – –
NS
528
Newman & Schimel
Illinois
$328K -$513K -7,093 -61%
EWM
529
EPG Wealth Management
Georgia
$328K +$62K +856 +23%
Bank of Montreal
530
Bank of Montreal
Ontario, Canada
$324K -$1.9M -25,913 -85%
EA
531
Eclectic Associates
California
$321K -$26.9K -372 -8%
ST
532
Somerset Trust
Pennsylvania
$320K – – –
FT
533
Fiduciary Trust
Massachusetts
$315K – – –
PWP
534
Principle Wealth Partners
Connecticut
$314K +$314K +4,329 New
MCM
535
McDonough Capital Management
Florida
$312K +$312K +4,306 New
SW
536
SteelPeak Wealth
California
$302K – – –
VWM
537
Vigilare Wealth Management
Arizona
$302K +$507 +7 +0.2%
LA
538
Lifeworks Advisors
Michigan
$302K +$302K +4,171 New
CAN
539
Claraphi Advisory Network
United States
$301K -$3.26K -45 -1%
SAM
540
SignalPoint Asset Management
Missouri
$296K -$1.74K -24 -0.6%
RJT
541
Raymond James Trust
Florida
$295K -$4.94K -68 -2%
WWM
542
WJ Wealth Management
Arizona
$295K – – –
SCG
543
Sonata Capital Group
Washington
$294K – – –
TC
544
Titleist Capital
Texas
$293K +$293K +4,049 New
LA
545
Latitude Advisors
Florida
$290K +$36.8K +507 +15%
DWM
546
Drive Wealth Management
Utah
$287K +$287K +3,959 New
SG
547
StoneX Group
New York
$287K +$11K +152 +4%
FNC
548
First National Corp
Massachusetts
$285K -$3.26K -45 -1%
C1AG
549
Client 1st Advisory Group
Florida
$284K -$2.69K -37 -0.9%
BI
550
Berkeley Inc
Idaho
$283K -$19.7K -272 -7%
20 21
22
23 24