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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 %
KWA
576
Kingswood Wealth Advisors
California
$425K -$12.6K -210 -3%
WSWA
577
Warren Street Wealth Advisors
California
$423K -$6.11K -103 -1%
CHP
578
Cable Hill Partners
Oregon
$413K +$413K +6,975 New
TW
579
TrinityPoint Wealth
Connecticut
$413K +$180K +3,038 +77%
VF
580
Vawter Financial
Ohio
$408K – – –
AA
581
Altman Advisors
Illinois
$407K +$407K +6,870 New
JCM
582
Jacobi Capital Management
Pennsylvania
$404K -$6.71M -113,209 -94%
MCWS
583
McKinley Carter Wealth Services
West Virginia
$402K -$8.3K -140 -2%
PMG
584
ProVise Management Group
Florida
$401K +$26.6K +449 +7%
PC
585
Permanens Capital
New York
$400K – – –
SWA
586
Strategies Wealth Advisors
Michigan
$397K – – –
BA
587
Ballast Advisors
Minnesota
$388K -$31.4K -529 -7%
IIA
588
IPG Investment Advisors
California
$384K – – –
FPAS
589
Focus Partners Advisor Solutions
Missouri
$381K – – –
AF
590
Arrow Financial
New York
$380K – – –
FTS
591
Fifth Third Securities
Ohio
$375K -$34.3K -579 -8%
HWA
592
HHM Wealth Advisors
Tennessee
$371K -$254K -4,292 -41%
IAA
593
Independent Advisor Alliance
North Carolina
$370K +$65.1K +1,098 +21%
LW
594
Linscomb Wealth
Texas
$366K +$6.82K +115 +2%
ACI
595
Alpha Cubed Investments
California
$366K -$14.2K -240 -4%
PCA
596
Prosperity Capital Advisors
Ohio
$358K -$245K -4,135 -41%
HNB
597
Huntington National Bank
Ohio
$358K -$295K – –
SOS
598
Silver Oak Securities
Tennessee
$357K -$573K -9,671 -62%
Franklin Resources
599
Franklin Resources
California
$357K +$237 +4 +0.1%
FFM
600
Forum Financial Management
Illinois
$356K -$8K -135 -2%
22 23
24
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