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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.08%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$402M
2
LPL Financial
LPL Financial
California
+$113M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$109M
4
ACM
AlphaStar Capital Management
North Carolina
+$78.2M
5
SC
Savant Capital
Illinois
+$64.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$76.6M
2
BlackRock
BlackRock
New York
-$49.4M
3
Ameriprise
Ameriprise
Minnesota
-$30M
4
FFG
Ford Financial Group
California
-$26.1M
5
KAS
Kestra Advisory Services
Texas
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
551
Elevated Capital Advisors
Utah
$346K +$2.93K +53 +0.9%
PWP
552
Principle Wealth Partners
Connecticut
$346K – – –
BBNA
553
Bremer Bank National Association
Minnesota
$345K – – –
FFM
554
Forum Financial Management
Illinois
$344K +$10.3K +186 +3%
PMG
555
ProVise Management Group
Florida
$342K +$342K +6,185 New
LW
556
Linscomb Wealth
Texas
$335K -$6.7K -121 -2%
BP
557
Ballentine Partners
Massachusetts
$334K – – –
ST
558
Somerset Trust
Pennsylvania
$333K -$2.1K -38 -0.6%
UCB
559
United Community Bank
South Carolina
$332K – – –
Franklin Resources
560
Franklin Resources
California
$330K +$32.2K +582 +11%
NFSG
561
Newbridge Financial Services Group
Florida
$330K -$10.1K -183 -3%
SBIA
562
Sheaff Brock Investment Advisors
Indiana
$322K -$5.54K -100 -2%
Bank of Montreal
563
Bank of Montreal
Ontario, Canada
$318K +$29.8K +538 +10%
DCM
564
DGS Capital Management
New Jersey
$316K – – –
IW
565
Imprint Wealth
South Carolina
$315K +$315K +5,694 New
DFG
566
Delta Financial Group
New Jersey
$315K – – –
AR
567
Apeiron RIA
Texas
$309K -$1.38K -25 -0.4%
FAM
568
Formidable Asset Management
Ohio
$307K – – –
FC
569
Fusion Capital
South Carolina
$305K +$1.16K +21 +0.4%
G
570
Gainplan
Michigan
$299K +$299K +5,392 New
SAF
571
Smith Anglin Financial
Texas
$293K – – –
DCM
572
Donaldson Capital Management
Indiana
$293K -$16.1K -291 -5%
PO
573
Private Ocean
California
$290K +$90.8K +1,641 +46%
LSIA
574
LaSalle St. Investment Advisors
Illinois
$290K +$290K +5,254 New
MCM
575
MAI Capital Management
Ohio
$289K -$17.1K -308 -6%
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