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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.08%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1B
2
LPL Financial
LPL Financial
California
$1.14B
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.19B
4
ACM
AlphaStar Capital Management
North Carolina
$109M
5
SC
Savant Capital
Illinois
$64.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$170M
2
BlackRock
BlackRock
New York
$15K
3
Ameriprise
Ameriprise
Minnesota
$202M
4
FFG
Ford Financial Group
California
$383K
5
KAS
Kestra Advisory Services
Texas
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
601
SWMG LLC
Texas
$254K +$254K +4,585 New
VBFP
602
Valtinson Bruner Financial Planning
Minnesota
$250K -$27.9K -504 -10%
EGA
603
Eagle Global Advisors
Texas
$247K -$2.77K -50 -1%
MA
604
MKT Advisors
California
$247K – – –
PP
605
Patten & Patten
Tennessee
$246K – – –
FT
606
Fiduciary Trust
Massachusetts
$246K -$19.4K -350 -7%
FC
607
Financial Consulate
Maryland
$246K -$3.49K -63 -1%
CW
608
Channel Wealth
California
$245K +$245K +4,432 New
DAS
609
Dynamic Advisor Solutions
Arizona
$245K -$15.3K -277 -6%
EA
610
Eclectic Associates
California
$238K -$10.8K -195 -4%
SW
611
SteelPeak Wealth
California
$235K – – –
Fisher Asset Management
612
Fisher Asset Management
Washington
$230K +$230K +4,150 New
S
613
SignatureFD
Georgia
$227K +$1.72K +31 +0.8%
VFA
614
Valeo Financial Advisors
Indiana
$227K +$227K +4,094 New
VWM
615
Vigilare Wealth Management
Arizona
$226K +$720 +13 +0.3%
CFD
616
Creative Financial Designs
Indiana
$226K -$2.16K -39 -0.9%
SCG
617
Sonata Capital Group
Washington
$224K – – –
CWM
618
Concentric Wealth Management
California
$222K +$222K +4,009 New
RS
619
Retirement Solution
Washington
$221K +$775 +14 +0.4%
PIAS
620
PCA Investment Advisory Services
Ohio
$221K +$221K +3,984 New
MAS
621
Madden Advisory Services
Florida
$220K – – –
CWM
622
Cahaba Wealth Management
Georgia
$220K +$220K +3,965 New
DSA
623
Droms Strauss Advisors
Missouri
$218K – – –
CBFP
624
Cedar Brook Financial Partners
Ohio
$217K +$217K +3,928 New
C1AG
625
Client 1st Advisory Group
Florida
$217K +$217K +3,913 New
23 24
25
26 27