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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$550M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$209M
3
LPL Financial
LPL Financial
California
+$136M
4
B
Bridgeworth
Alabama
+$73.5M
5
SF
Synovus Financial
Georgia
+$69.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$134M
2
OCM
One Capital Management
California
-$38.6M
3
Ameriprise
Ameriprise
Minnesota
-$37.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$34.7M
5
MCM
Mainstay Capital Management
Michigan
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
551
Stiles Financial Services
Minnesota
$314K +$314K +5,954 New
LW
552
Linscomb Wealth
Texas
$313K +$5.98K +118 +2%
NFSG
553
Newbridge Financial Services Group
Florida
$311K -$201K -3,969 -39%
AFG
554
AFS Financial Group
Maryland
$308K +$308K +6,085 New
ST
555
Somerset Trust
Pennsylvania
$307K – – –
BP
556
Ballentine Partners
Massachusetts
$305K +$305K +6,029 New
FFM
557
Forum Financial Management
Illinois
$305K -$166K -3,282 -35%
SAG
558
SageView Advisory Group
California
$304K +$304K +6,007 New
UCB
559
United Community Bank
South Carolina
$304K – – –
Kovitz Investment Group Partners
560
Kovitz Investment Group Partners
Illinois
$302K – – –
SBIA
561
Sheaff Brock Investment Advisors
Indiana
$299K +$912 +18 +0.3%
T
562
TRUADVICE
Florida
$299K +$55.7K +1,067 +23%
DCM
563
DGS Capital Management
New Jersey
$289K +$67.2K +1,327 +30%
DFG
564
Delta Financial Group
New Jersey
$288K +$288K +5,692 New
MCWS
565
McKinley Carter Wealth Services
West Virginia
$287K -$5.52K -109 -2%
AR
566
Apeiron RIA
Texas
$284K -$64.3K -1,269 -18%
IAN
567
Integrated Advisors Network
Texas
$283K -$6.99K -138 -2%
DCM
568
Donaldson Capital Management
Indiana
$283K -$8.16K -161 -3%
FAM
569
Formidable Asset Management
Ohio
$281K – – –
MCM
570
MAI Capital Management
Ohio
$280K -$119K -2,353 -30%
MIM
571
Moseley Investment Management
Florida
$280K -$4.81K -95 -2%
FC
572
Fusion Capital
South Carolina
$278K -$6.39K -126 -2%
ML
573
McAdam LLC
Pennsylvania
$274K -$283K -3,897 -51%
Franklin Resources
574
Franklin Resources
California
$273K +$40.7K +803 +18%
Bank of Montreal
575
Bank of Montreal
Ontario, Canada
$271K – – –
21 22
23
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