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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 %
EFS
526
Essex Financial Services
Connecticut
$514K -$6.71K -110 -1%
WEG
527
World Equity Group
Illinois
$505K -$7.68M -125,900 -94%
CWS
528
Confluence Wealth Services
Pennsylvania
$505K +$732 +12 +0.1%
IW
529
Imprint Wealth
South Carolina
$503K +$155K +2,545 +45%
Northern Trust
530
Northern Trust
Illinois
$502K -$105K -1,721 -17%
GSEP
531
Golden State Equity Partners
California
$500K -$2.77M -45,534 -85%
APP
532
Avantax Planning Partners
Iowa
$496K +$36.6K +600 +8%
AF
533
Advisornet Financial
Minnesota
$490K +$11.8K +194 +2%
CA
534
Calton & Associates
Florida
$487K -$16.7K -274 -3%
WAG
535
Wallace Advisory Group
California
$485K – – –
SAG
536
Spotlight Asset Group
Illinois
$475K – – –
AWE
537
Avidian Wealth Enterprises
Texas
$474K +$9.64K +158 +2%
PFA
538
Pure Financial Advisors
California
$471K -$74.1K -1,215 -14%
MFA
539
McClarren Financial Advisors
Pennsylvania
$471K +$1.89K +31 +0.4%
JWA
540
JFS Wealth Advisors
Pennsylvania
$469K +$915 +15 +0.2%
KOC
541
Koss-Olinger Consulting
Florida
$464K -$24.2K -397 -5%
GT
542
Glenmede Trust
Pennsylvania
$462K – – –
DIA
543
Dana Investment Advisors
Wisconsin
$462K -$54.8K -898 -11%
CMI
544
Clare Market Investments
Texas
$461K +$461K +7,549 New
BFG
545
Bleakley Financial Group
New Jersey
$453K – – –
TSWM
546
Tyler-Stone Wealth Management
Ohio
$451K +$451K +7,384 New
CIA
547
Cape Investment Advisory
Georgia
$450K -$4.45K -73 -1%
FTUS
548
Flow Traders U.S.
New York
$447K -$1.16M -18,979 -72%
IWA
549
Intercontinental Wealth Advisors
Texas
$447K -$21.4K -350 -5%
KWA
550
Kingswood Wealth Advisors
California
$445K +$445K +7,298 New
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