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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 %
EFS
551
Essex Financial Services
Connecticut
$499K +$119 +2 +0%
CW
552
CreativeOne Wealth
Kansas
$498K -$216K -3,650 -30%
GT
553
Glenmede Trust
Pennsylvania
$495K – – –
VWA
554
Visionary Wealth Advisors
Illinois
$493K -$16.7K -281 -3%
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$492K +$381K +6,428 +344%
CB
556
Community Bank
New York
$491K -$10.7K -180 -2%
GIA
557
Gladstone Institutional Advisory
Florida
$491K -$1.49M -25,139 -75%
AWAG
558
ARS Wealth Advisors Group
Florida
$484K +$484K +8,173 New
AWE
559
Avidian Wealth Enterprises
Texas
$484K +$23.3K +393 +5%
Charles Schwab
560
Charles Schwab
California
$473K +$473K +7,978 New
PFA
561
Pure Financial Advisors
California
$467K +$9.43K +159 +2%
SAG
562
Spotlight Asset Group
Illinois
$461K – – –
RPGK
563
Retirement Planning Group (Kansas)
Kansas
$460K +$185K +3,127 +68%
EI
564
Ellevest Inc
New York
$458K +$179K +3,015 +64%
AF
565
Advisornet Financial
Minnesota
$457K -$18.3K -308 -4%
KOC
566
Koss-Olinger Consulting
Florida
$451K – – –
CIA
567
Cape Investment Advisory
Georgia
$444K +$7.11K +120 +2%
MFA
568
McClarren Financial Advisors
Pennsylvania
$443K -$13.5K -229 -3%
MOS
569
MGO One Seven
Ohio
$441K +$75.3K +1,270 +21%
TSWM
570
Tyler-Stone Wealth Management
Ohio
$441K +$3.73K +63 +0.9%
VWM
571
Venturi Wealth Management
Texas
$435K +$435K +7,335 New
WCG
572
Wall Capital Group
Arizona
$432K -$4.72M -77,726 -92%
DIA
573
Dana Investment Advisors
Wisconsin
$432K -$17.3K -292 -4%
CG
574
Cutler Group
California
$428K +$350K +5,919 +449%
TYCC
575
Texas Yale Capital Corp
Florida
$426K – – –
21 22
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