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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

710 hedge funds and large institutions have $9.52B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 300 increasing their positions, 236 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-9
Holders Change %
-1.25%
% of All Funds
11.24%
Holding in Top 10
116
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.94%
% of All Funds
1.84%
New
85
Increased
300
Reduced
236
Closed
82
Calls
$22M
Puts
$19.9M
Net Calls
+$2.05M
Net Calls Change
+$16.8M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$853M
2
LPL Financial
LPL Financial
California
$679M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$48M
4
Ameriprise
Ameriprise
Minnesota
$365M
5
ACM
AlphaStar Capital Management
North Carolina
$89.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$155M
2
Osaic Holdings
Osaic Holdings
Arizona
$205M
3
CCMG
Clark Capital Management Group
Pennsylvania
$1.22M
4
OPS
Orion Portfolio Solutions
Nebraska
$1.77M
5
TCM
Tradewinds Capital Management
Washington
$40K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
576
Concentric Wealth Management
California
$230K – – –
FFA
577
Fragasso Financial Advisors
Pennsylvania
$230K +$10.9K +165 +5%
CCM
578
Condor Capital Management
New Jersey
$229K +$1.92K +29 +0.8%
SG
579
StoneX Group
New York
$227K -$34.8K -526 -13%
CGFA
580
Colton Groome Financial Advisors
North Carolina
$227K -$10.8K -163 -5%
FCA
581
FinTrust Capital Advisors
South Carolina
$227K – – –
PPW
582
Parcion Private Wealth
Washington
$226K +$226K +3,407 New
BDF
583
Balasa Dinverno & Foltz
$226K +$226K +3,415 New
ACA
584
Aptus Capital Advisors
Alabama
$223K +$35K +528 +19%
SRC
585
Sage Rhino Capital
California
$223K +$223K +3,368 New
WP
586
WealthSource Partners
California
$222K -$533K -8,049 -71%
BFA
587
Beaumont Financial Advisors
Massachusetts
$221K +$133 +2 +0.1%
LSPW
588
Lake Street Private Wealth
Illinois
$221K +$221K +3,334 New
SWA
589
SFMG Wealth Advisors
Texas
$220K – – –
GTAM
590
Global Trust Asset Management
Florida
$218K -$541K -8,173 -71%
WIA
591
World Investment Advisors
California
$217K -$927 -14 -0.4%
RWM
592
RBA Wealth Management
California
$215K – – –
CL
593
Choreo LLC
Illinois
$212K – – –
MG
594
Mather Group
Illinois
$212K +$212K +3,196 New
IP
595
Investment Partners
Ohio
$208K +$7.95K +120 +4%
MA
596
MKT Advisors
California
$205K +$205K +3,718 New
FFA
597
Freedman Financial Associates
Massachusetts
$202K – – –
GI
598
Gradient Investments
Minnesota
$200K -$432K -6,511 -68%
WANY
599
Wealthspire Advisors (New York)
New York
$200K – – –
DCM
600
DGS Capital Management
New Jersey
$200K +$200K +3,024 New
22 23
24
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