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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 %
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$572K +$652 +11 +0.1%
OCPWS
527
One Charles Private Wealth Services
Massachusetts
$572K -$17.3K -292 -3%
BSW
528
Buckingham Strategic Wealth
Missouri
$571K +$6.88K +116 +1%
BC
529
Brio Consultants
California
$564K -$6.23K -105 -1%
SCP
530
Stevens Capital Partners
Nebraska
$561K +$4.15K +70 +0.7%
MFWP
531
Mosaic Family Wealth Partners
Missouri
$560K -$1.9K -32 -0.3%
SA
532
Strategic Advocates
Utah
$556K +$556K +9,373 New
BBA
533
BLB&B Advisors
Pennsylvania
$554K +$554K +9,347 New
CC
534
Callan Capital
California
$553K +$119 +2 +0%
SW
535
Simplicity Wealth
New Jersey
$549K -$205K -3,450 -27%
JWA
536
JFS Wealth Advisors
Pennsylvania
$548K +$91.8K +1,549 +20%
FFN
537
Focus Financial Network
Minnesota
$541K +$110K +1,853 +26%
CMI
538
Clare Market Investments
Texas
$539K +$91.8K +1,548 +21%
IW
539
Imprint Wealth
South Carolina
$532K +$43.8K +739 +9%
AC
540
AIFG Consultants
New York
$532K -$765K -12,909 -59%
CAMG
541
CWA Asset Management Group
Florida
$529K – – –
Citigroup
542
Citigroup
New York
$526K +$377K +6,363 +254%
WAM
543
Wallington Asset Management
Indiana
$524K -$33.8K -570 -6%
WAG
544
Wallace Advisory Group
California
$521K -$13.8K -226 -3%
FMN
545
Financial Management Network
California
$519K -$72.2K -1,218 -12%
Cerity Partners
546
Cerity Partners
New York
$518K -$2.85M -48,005 -85%
LWANC
547
Laurel Wealth Advisors (North Carolina)
North Carolina
$512K +$12K +202 +2%
CS
548
Crescent Sterling
Louisiana
$512K -$118K -1,994 -19%
SHJ
549
Sharkey, Howes & Javer
Colorado
$501K +$501K +8,448 New
AP
550
Americana Partners
Texas
$500K +$500K +8,432 New
20 21
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