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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 %
FFN
551
Focus Financial Network
Minnesota
$443K +$854 +14 +0.2%
SPC
552
Sigma Planning Corp
Michigan
$443K +$13.4K +219 +3%
WSWA
553
Warren Street Wealth Advisors
California
$442K -$3.36K -55 -0.8%
AWS
554
AJ Wealth Strategies
New York
$440K – – –
TYCC
555
Texas Yale Capital Corp
Florida
$438K – – –
FT
556
Fiduciary Trust
Massachusetts
$434K +$163K +2,666 +60%
BA
557
Ballast Advisors
Minnesota
$431K -$22.1K -362 -5%
OC
558
Oppenheimer & Co
New York
$424K +$111K +1,821 +36%
MCWS
559
McKinley Carter Wealth Services
West Virginia
$423K -$21.8K -357 -5%
FTS
560
Fifth Third Securities
Ohio
$421K -$16.7K -274 -4%
CAM
561
Clark Asset Management
New Hampshire
$420K +$420K +6,889 New
VF
562
Vawter Financial
Ohio
$420K +$420K +6,888 New
PC
563
Permanens Capital
New York
$412K +$412K +6,750 New
SWA
564
Strategies Wealth Advisors
Michigan
$409K – – –
HF
565
Halpern Financial
Virginia
$399K – – –
TI
566
Trexquant Investment
Connecticut
$397K +$397K +6,507 New
IIA
567
IPG Investment Advisors
California
$395K +$61 +1 +0%
IPW
568
Impact Partnership Wealth
Georgia
$394K +$394K +6,458 New
FPAS
569
Focus Partners Advisor Solutions
Missouri
$392K – – –
AF
570
Arrow Financial
New York
$392K -$28.1K -460 -7%
ACI
571
Alpha Cubed Investments
California
$391K -$30.8K -505 -7%
PMG
572
ProVise Management Group
Florida
$385K +$7.63K +125 +2%
CWMGP
573
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$382K -$52.5K -860 -12%
BBNA
574
Bremer Bank National Association
Minnesota
$380K – – –
MOS
575
MGO One Seven
Ohio
$377K +$377K +6,173 New
21 22
23
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