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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
$713M
2
LPL Financial
LPL Financial
California
$1.33B
3
OWM
Orgel Wealth Management
Wisconsin
$187M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$265M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$24.1M
2
ACM
AlphaStar Capital Management
North Carolina
$85.3M
3
AAS
Ameritas Advisory Services
Nebraska
$1.5M
4
GVAG
Great Valley Advisor Group
Delaware
$13.4M
5
OHIS
Oak Harvest Investment Services
Texas
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
676
Diversified
Delaware
$208K +$208K +3,408 New
FPW
677
Flagship Private Wealth
Massachusetts
$202K +$202K +3,315 New
CWM
678
Concentric Wealth Management
California
$202K -$42.6K -699 -17%
OP
679
ORG Partners
Indiana
$200K +$200K +3,284 New
FFA
680
Founders Financial Alliance
North Carolina
$188K +$5.86K +96 +3%
GFPC
681
Global Financial Private Client
Florida
$187K +$187K +3,065 New
WCAMG
682
Woodard & Company Asset Management Group
North Carolina
$186K +$186K +3,050 New
FCA
683
FinTrust Capital Advisors
South Carolina
$174K – – –
CFO
684
CVA Family Office
Colorado
$171K – – –
AW
685
Avion Wealth
Texas
$166K – – –
GWANC
686
Guardian Wealth Advisors (North Carolina)
North Carolina
$153K – – –
Citigroup
687
Citigroup
New York
$153K +$11.7K +191 +8%
PIAS
688
PCA Investment Advisory Services
Ohio
$143K -$100K -1,644 -41%
RCM
689
Raleigh Capital Management
North Carolina
$140K – – –
OSNBOA
690
Old Second National Bank of Aurora
Illinois
$139K +$3.72K +61 +3%
PA
691
Parallel Advisors
California
$137K – – –
AA
692
AlphaMark Advisors
Kentucky
$132K +$11.9K +195 +10%
CMP
693
Coston McIsaac & Partners
Maine
$130K +$36.6K +602 +39%
TWM
694
Tradition Wealth Management
Minnesota
$125K +$122 +2 +0.1%
CT
695
Colonial Trust
South Carolina
$125K -$3.36K -55 -3%
SMA
696
Sage Mountain Advisors
Georgia
$124K -$488 -8 -0.4%
CT
697
Cambridge Trust
Massachusetts
$119K – – –
WAM
698
Worth Asset Management
Texas
$118K – – –
OSAM
699
O'Shaughnessy Asset Management
Connecticut
$114K +$21.4K +351 +23%
CSWM
700
Cassady Schiller Wealth Management
Ohio
$110K – – –
26 27
28
29 30