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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 %
SL
626
SWMG LLC
Texas
$282K +$1.89K +31 +0.7%
CW
627
Channel Wealth
California
$281K +$10.7K +176 +4%
MA
628
MKT Advisors
California
$280K +$377 +6 +0.1%
SW
629
SteelPeak Wealth
California
$278K +$18.3K +300 +7%
DCM
630
Donaldson Capital Management
Indiana
$274K -$49K -803 -15%
VLC
631
Van Leeuwen & Company
New Jersey
$272K -$15.9K -261 -6%
EGA
632
Eagle Global Advisors
Texas
$272K – – –
BOSSRA
633
B.O.S.S. Retirement Advisors
Utah
$272K -$17.5K -287 -6%
PP
634
Patten & Patten
Tennessee
$272K – – –
AFM
635
Abbot Financial Management
Massachusetts
$271K -$27.5K -450 -9%
EWM
636
Empirical Wealth Management
Washington
$268K +$268K +4,390 New
G
637
Gainplan
Michigan
$267K -$62K -1,016 -19%
FC
638
Financial Consulate
Maryland
$265K -$5.37K -88 -2%
CIBC World Market
639
CIBC World Market
Ontario, Canada
$263K +$263K +4,311 New
EA
640
Eclectic Associates
California
$263K +$122 +2 +0%
BL
641
Balentine LLC
Georgia
$261K +$261K +4,270 New
CBFP
642
Cedar Brook Financial Partners
Ohio
$257K +$17K +279 +7%
WEPOG
643
Wealth Enhancement & Preservation of GA
Georgia
$256K +$256K +4,200 New
SIS
644
Sound Income Strategies
Florida
$256K +$220K +3,609 +621%
AR
645
Apeiron RIA
Texas
$254K -$86.5K -1,417 -25%
SFS
646
Stiles Financial Services
Minnesota
$252K +$252K +4,126 New
VWM
647
Vigilare Wealth Management
Arizona
$250K +$793 +13 +0.3%
ECA
648
Elevated Capital Advisors
Utah
$250K -$132K -2,165 -35%
CWM
649
Cahaba Wealth Management
Georgia
$249K +$6.71K +110 +3%
SCG
650
Sonata Capital Group
Washington
$247K – – –
24 25
26
27 28