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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

719 hedge funds and large institutions have $11.6B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 270 increasing their positions, 196 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+119
Holders Change %
+19.83%
% of All Funds
11.1%
Holding in Top 10
126
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.48%
% of All Funds
1.95%
New
168
Increased
270
Reduced
196
Closed
33
Calls
$9.64M
Puts
$24.4M
Net Calls
-$14.7M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$999M
2
LPL Financial
LPL Financial
California
$676M
3
Osaic Holdings
Osaic Holdings
Arizona
$676M
4
Financial Engines Advisors
Financial Engines Advisors
California
$847M
5
LP
LGL Partners
Pennsylvania
$49.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$45.1M
2
Wells Fargo
Wells Fargo
California
$99.5M
3
AIM
Astor Investment Management
Illinois
$0
4
ACM
AlphaStar Capital Management
North Carolina
$56.4M
5
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
676
Costello Asset Management
Pennsylvania
$19K – – –
CCM
677
Covington Capital Management
California
$18K -$21.8K -297 -55%
WAS
678
Winch Advisory Services
Wisconsin
$18K – – –
DHGWA
679
Dixon Hughes Goodman Wealth Advisors
North Carolina
$17K +$17K +234 New
CTC
680
Central Trust Company
Missouri
$16K – – –
TWA
681
TCI Wealth Advisors
Arizona
$15K – – –
National Bank of Canada
682
National Bank of Canada
Quebec, Canada
$15K +$15K +200 New
CFCI
683
Comprehensive Financial Consultants Institutional
Indiana
$15K +$15K +246 New
LWANC
684
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K +$371 +5 +3%
JMF
685
Johnson Midwest Financial
Iowa
$13K +$13K +174 New
MCA
686
Maryland Capital Advisors
Maryland
$13K +$13K +182 New
FA
687
Faithward Advisors
Pennsylvania
$13K +$13K +182 New
AWM
688
Atticus Wealth Management
Florida
$12K +$2.95K +40 +33%
SIS
689
Sound Income Strategies
Florida
$12K +$12K +161 New
SIAP
690
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K – – –
HS
691
Horan Securities
United States
$11K +$11K +147 New
FDCDDQ
692
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K +$10.9K +150 New
WAC
693
William Allan Corp
Colorado
$9K +$9K +126 New
BWM
694
Baystate Wealth Management
Massachusetts
$8K +$6.34K +84 +382%
C
695
Covestor
United Kingdom
$8K +$8K +106 New
GWA
696
Gibson Wealth Advisors
Texas
$6K +$6K +80 New
CWM
697
Curi Wealth Management
North Carolina
$6K +$6K +85 New
BFC
698
Bedel Financial Consulting
Indiana
$5K – – –
HFS
699
Hantz Financial Services
Michigan
$5K +$2.43K +35 +95%
RK
700
Rather & Kittrell
Tennessee
$4K +$4K +68 New
26 27
28
29 30