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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 %
Empower Advisory Group
601
Empower Advisory Group
Colorado
$321K +$86.9K +1,424 +37%
BI
602
Ballast Inc
Kentucky
$321K +$9.82K +161 +3%
CAG
603
Csenge Advisory Group
Florida
$318K +$318K +5,213 New
MCM
604
MAI Capital Management
Ohio
$316K -$3.17K -52 -1%
EWM
605
EPG Wealth Management
Georgia
$314K +$854 +14 +0.3%
IAA
606
Independent Advisor Alliance
North Carolina
$314K +$549 +9 +0.2%
MIM
607
Moseley Investment Management
Florida
$305K -$5.8K -95 -2%
JSL
608
JT Stratford LLC
Georgia
$303K +$17.8K +292 +6%
FMWA
609
Forvis Mazars Wealth Advisors
Missouri
$302K -$124K -2,037 -29%
SEI Investments
610
SEI Investments
Pennsylvania
$302K – – –
CCA
611
Column Capital Advisors
Indiana
$300K – – –
BFA
612
Bill Few Associates
Pennsylvania
$299K +$299K +4,905 New
MSFS
613
Main Street Financial Solutions
Pennsylvania
$299K +$1.22K +20 +0.4%
ACA
614
Aptus Capital Advisors
Alabama
$298K -$91.6K -1,502 -24%
DI
615
DAGCO Inc
Ohio
$297K +$297K +4,873 New
MCM
616
McDonough Capital Management
Florida
$296K +$1.65K +27 +0.6%
FG
617
Fiduciary Group
Georgia
$296K -$15.1K -248 -5%
HNB
618
Huntington National Bank
Ohio
$295K -$270K – –
ANTB
619
AMG National Trust Bank
Colorado
$293K – – –
VBFP
620
Valtinson Bruner Financial Planning
Minnesota
$292K +$16.5K +270 +6%
ASN
621
Advisory Services Network
Georgia
$290K +$65.6K +1,075 +29%
RFN
622
RDA Financial Network
Iowa
$290K -$18.3K -300 -6%
EI
623
Ellevest Inc
New York
$287K +$282K +4,617 +5,369%
HPC
624
Hobart Private Capital
North Carolina
$287K +$976 +16 +0.3%
RPGK
625
Retirement Planning Group (Kansas)
Kansas
$282K +$282K +4,628 New
23 24
25
26 27