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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 %
MRCM
651
M&R Capital Management
New Jersey
$247K +$35.4K +580 +17%
AWMNH
652
Arcadia Wealth Management (New Hampshire)
New Hampshire
$247K +$20.5K +336 +9%
AWM
653
Accurate Wealth Management
Florida
$246K +$246K +4,003 New
S
654
SignatureFD
Georgia
$245K -$5.8K -95 -2%
RS
655
Retirement Solution
Washington
$244K +$732 +12 +0.3%
MAS
656
Madden Advisory Services
Florida
$243K – – –
DSA
657
Droms Strauss Advisors
Missouri
$240K – – –
TW
658
TrinityPoint Wealth
Connecticut
$240K +$4.94K +81 +2%
CFD
659
Creative Financial Designs
Indiana
$239K -$9.33K -153 -4%
C1AG
660
Client 1st Advisory Group
Florida
$239K – – –
Bank of Montreal
661
Bank of Montreal
Ontario, Canada
$238K -$113K -1,848 -32%
SFG
662
Snider Financial Group
Washington
$236K +$236K +3,869 New
RJT
663
Raymond James Trust
Florida
$234K -$244 -4 -0.1%
I
664
IMPACTfolio
Colorado
$232K +$232K +3,800 New
KTA
665
Keeley-Teton Advisors
Illinois
$229K – – –
HT
666
Headlands Technologies
Illinois
$229K +$229K +3,748 New
DL
667
DOHJ LLC
Washington
$229K -$6.47K -106 -3%
FNC
668
First National Corp
Massachusetts
$224K – – –
KLI
669
Kelman-Lazarov Inc
Tennessee
$223K -$4.03K -66 -2%
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K +$125K +2,054 +132%
PA
671
Procyon Advisors
Connecticut
$220K +$220K +3,602 New
FGAM
672
Financial Gravity Asset Management
Texas
$215K +$17.5K +6,178 +9%
PFO
673
Pathstone Family Office
New Jersey
$213K +$213K +3,497 New
FLPIM
674
F.L. Putnam Investment Management
Massachusetts
$212K +$212K +3,472 New
OW
675
Olistico Wealth
Oklahoma
$210K +$210K +3,445 New
25 26
27
28 29