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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

675 hedge funds and large institutions have $8.05B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 318 increasing their positions, 217 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-35
Holders Change %
-4.93%
% of All Funds
11.41%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.91%
New
64
Increased
318
Reduced
217
Closed
89
Calls
$15M
Puts
$7M
Net Calls
+$7.95M
Net Calls Change
+$5.91M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$658M
2
OWM
2
Orgel Wealth Management
Wisconsin
$91.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$763M
4
EH
4
Equitable Holdings
New York
$208M
5
Bank of America
5
Bank of America
North Carolina
$192M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$252M
2
BCM
2
Brookstone Capital Management
Illinois
$3.29M
3
HI
3
Horizon Investments
North Carolina
$85.7M
4
TC
4
Trilogy Capital
California
$3.47M
5
ACM
5
AlphaStar Capital Management
North Carolina
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
651
Capital Asset Advisory Services
Michigan
$6K +$53 +1 +0.9%
RA
652
Rise Advisors
New York
$6K +$1.47K +26 +33%
NMG
653
New Millennium Group
Utah
$5K +$5K +86 New
FFA
654
Founders Financial Alliance
North Carolina
$5K +$5K +91 New
AAP
655
Arax Advisory Partners
Colorado
$4K – – –
CWM
656
Curi Wealth Management
North Carolina
$4K – – –
GWA
657
Gibson Wealth Advisors
Texas
$4K – – –
FGAM
658
Financial Gravity Asset Management
Texas
$3.43K +$1.72K +27,058 +101%
NL
659
NVWM LLC
Pennsylvania
$3K +$3K +63 New
TRCT
660
Tower Research Capital (TRC)
New York
$3K +$3K +64 New
HFS
661
Hantz Financial Services
Michigan
$2K – – –
RG
662
Retirement Group
California
$2K – – –
GWMIA
663
Global Wealth Management Investment Advisory
Florida
$2K +$1.72K +37 +617%
CWM
664
Castle Wealth Management
Florida
$2K +$2K +38 New
HCP
665
Hexagon Capital Partners
Arkansas
$1K – – –
MA
666
Montag & Associates
Georgia
$1K – – –
PP
667
Pacifica Partners
Canada
$1K – – –
LC
668
Lindbrook Capital
California
$1K – – –
BC
669
Bartlett & Co
Ohio
$1K +$1K +14 New
FCAS
670
First Command Advisory Services
Texas
$1K +$1K +28 New
FSWA
671
Financial Synergies Wealth Advisors
Texas
$837 +$837 +16 New
BCWM
672
Bartlett & Co Wealth Management
Ohio
$732 +$732 +14 New
Bank of Montreal
673
Bank of Montreal
Ontario, Canada
$263 -$75 -1,383 -22%
WIM
674
Westside Investment Management
California
$11 – – –
PIM
675
Parker Investment Management
California
– -$20.8M -313,539 Closed
25 26
27
28 29