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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$550M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$209M
3
LPL Financial
LPL Financial
California
+$136M
4
B
Bridgeworth
Alabama
+$73.5M
5
SF
Synovus Financial
Georgia
+$69.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$134M
2
OCM
One Capital Management
California
-$38.6M
3
Ameriprise
Ameriprise
Minnesota
-$37.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$34.7M
5
MCM
Mainstay Capital Management
Michigan
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
651
Global Trust Asset Management
Florida
$91.5K -$51.1K -1,008 -36%
FA
652
Faithward Advisors
Pennsylvania
$91.3K +$82.1K +1,620 +890%
CSWM
653
Cassady Schiller Wealth Management
Ohio
$91.2K +$91.2K +1,800 New
MFA
654
Morling Financial Advisors
California
$89.7K -$507 -10 -0.6%
MFT
655
Moisand Fitzgerald Tamayo
Florida
$88.5K +$88.5K +1,747 New
LF
656
Lee Financial
Texas
$83.7K +$51 +1 +0.1%
MAM
657
Marquette Asset Management
Minnesota
$83.1K – – –
OWA
658
One Wealth Advisors
California
$83.1K +$83.1K +1,640 New
BLC
659
Brown, Lisle/Cummings
Rhode Island
$82.6K – – –
MWM
660
Mascoma Wealth Management
New Hampshire
$81.1K – – –
PWMG
661
Prestige Wealth Management Group
New Jersey
$79.6K – – –
BCWM
662
Bartlett & Co Wealth Management
Ohio
$78.1K +$78.1K +1,541 New
BC
663
Bartlett & Co
Ohio
$78K +$78K +1,541 New
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$76.9K +$76.9K +1,517 +151,700%
TWM
665
Tradition Wealth Management
Minnesota
$72K -$13.3K -263 -16%
AWM
666
Accurate Wealth Management
Florida
$70.3K +$70.3K +1,378 New
FRA
667
Front Row Advisors
California
$65K -$1.21K -24 -2%
CAL
668
Capital Advisors Ltd
Ohio
$60K – – –
HWMA
669
Heritage Wealth Management (Arizona)
Arizona
$57.2K +$28.6K +564 +100%
CPFP
670
Clear Perspectives Financial Planning
Ohio
$55.7K – – –
RBC
671
Romano Brothers & Co
Illinois
$55.7K +$55.7K +1,100 New
CHA
672
Carmichael Hill & Associates
Maryland
$55.1K – – –
CHC
673
City Holding Co
West Virginia
$55K -$4.31K -85 -7%
HS
674
Horan Securities
United States
$54.9K +$47.4K +936 +637%
AWM
675
Accel Wealth Management
Iowa
$54.5K +$51 +1 +0.1%
25 26
27
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