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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$609M
2
Osaic Holdings
Osaic Holdings
Arizona
$453M
3
FGAM
Financial Gravity Asset Management
Texas
$198M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$153M
5
CCMG
Clark Capital Management Group
Pennsylvania
$149M

Top Sellers

1
PG
Prostatis Group
Maryland
$309K
2
State Street
State Street
Massachusetts
$0
3
Bank of America
Bank of America
North Carolina
$174M
4
CA
CoreCap Advisors
Michigan
$45.1M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
651
Fisher Asset Management
Washington
$270K +$270K +4,559 New
VBFP
652
Valtinson Bruner Financial Planning
Minnesota
$268K -$15.9K -269 -6%
FG
653
Fiduciary Group
Georgia
$268K -$19.8K -334 -7%
MA
654
MKT Advisors
California
$266K – – –
BOSSRA
655
B.O.S.S. Retirement Advisors
Utah
$266K +$1.9K +32 +0.7%
VLC
656
Van Leeuwen & Company
New Jersey
$264K – – –
EGA
657
Eagle Global Advisors
Texas
$264K – – –
PP
658
Patten & Patten
Tennessee
$264K – – –
FT
659
Fiduciary Trust
Massachusetts
$264K -$158K -2,666 -37%
FCA
660
FinTrust Capital Advisors
South Carolina
$263K +$59.3K +1,000 +29%
AFM
661
Abbot Financial Management
Massachusetts
$258K -$5.93K -100 -2%
ECA
662
Elevated Capital Advisors
Utah
$255K +$12.6K +213 +5%
EA
663
Eclectic Associates
California
$253K -$2.37K -40 -0.9%
SW
664
SteelPeak Wealth
California
$252K -$17.6K -297 -7%
FC
665
Financial Consulate
Maryland
$251K -$6.94K -117 -3%
AR
666
Apeiron RIA
Texas
$245K -$1.84K -31 -0.7%
SFS
667
Stiles Financial Services
Minnesota
$245K +$296 +5 +0.1%
BL
668
Balentine LLC
Georgia
$244K -$9.07K -153 -4%
RS
669
Retirement Solution
Washington
$244K +$6.4K +108 +3%
VWM
670
Vigilare Wealth Management
Arizona
$243K +$711 +12 +0.3%
SCG
671
Sonata Capital Group
Washington
$240K – – –
MRCM
672
M&R Capital Management
New Jersey
$240K – – –
Bank of Montreal
673
Bank of Montreal
Ontario, Canada
$239K – – –
MAS
674
Madden Advisory Services
Florida
$235K -$652 -11 -0.3%
S
675
SignatureFD
Georgia
$235K -$2.37K -40 -1%
25 26
27
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