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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 %
FFM
576
Forum Financial Management
Illinois
$374K -$4.52K -74 -1%
IAN
577
Integrated Advisors Network
Texas
$373K -$23.9K -392 -6%
PG
578
Prostatis Group
Maryland
$370K +$364K +363,947 +5,643%
LW
579
Linscomb Wealth
Texas
$370K +$1.1K +18 +0.3%
BP
580
Ballentine Partners
Massachusetts
$368K – – –
Franklin Resources
581
Franklin Resources
California
$367K +$3.17K +52 +0.9%
UCB
582
United Community Bank
South Carolina
$366K – – –
ST
583
Somerset Trust
Pennsylvania
$365K -$1.65K -27 -0.4%
CAM
584
Cresset Asset Management
Illinois
$363K +$57.8K +948 +19%
NL
585
NWAM LLC
Washington
$362K +$362K +5,938 New
SAF
586
Smith Anglin Financial
Texas
$354K +$30.5K +500 +9%
SBIA
587
Sheaff Brock Investment Advisors
Indiana
$349K -$5.61K -92 -2%
PWP
588
Principle Wealth Partners
Connecticut
$348K -$33.8K -554 -9%
DFG
589
Delta Financial Group
New Jersey
$347K – – –
BG
590
Benedetti & Gucer
Georgia
$345K -$136K -2,232 -28%
RIA
591
Realta Investment Advisors
Delaware
$342K +$33.6K +550 +11%
TFA
592
Teamwork Financial Advisors
Texas
$339K +$43.7K +717 +15%
AFG
593
AFS Financial Group
Maryland
$338K -$67.4K -1,105 -17%
FC
594
Fusion Capital
South Carolina
$336K +$122 +2 +0%
BWM
595
Brown Wealth Management
Illinois
$331K +$331K +5,425 New
AFG
596
Atomi Financial Group
New York
$328K +$41K +672 +14%
TIA
597
Traphagen Investment Advisors
New Jersey
$328K +$173K +2,833 +111%
PAG
598
Paladin Advisory Group
Iowa
$323K -$97.7K -1,601 -23%
NFSG
599
Newbridge Financial Services Group
Florida
$322K -$41.7K -683 -11%
LSIA
600
LaSalle St. Investment Advisors
Illinois
$321K +$610 +10 +0.2%
22 23
24
25 26