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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 %
FMWA
676
Forvis Mazars Wealth Advisors
Missouri
$235K -$58.7K -991 -20%
DSA
677
Droms Strauss Advisors
Missouri
$234K – – –
CW
678
Channel Wealth
California
$232K -$41.1K -694 -15%
C1AG
679
Client 1st Advisory Group
Florida
$232K – – –
CBFP
680
Cedar Brook Financial Partners
Ohio
$232K -$17.5K -295 -7%
DCM
681
Donaldson Capital Management
Indiana
$229K -$36.6K -617 -14%
RJT
682
Raymond James Trust
Florida
$228K – – –
Empower Advisory Group
683
Empower Advisory Group
Colorado
$226K -$85.5K -1,442 -27%
PWM
684
Perigon Wealth Management
California
$226K +$226K +3,815 New
PA
685
Procyon Advisors
Connecticut
$225K +$11.7K +197 +5%
CPIA
686
Cornell Pochily Investment Advisors
New York
$225K +$225K +3,791 New
DL
687
DOHJ LLC
Washington
$224K +$655 +11 +0.3%
KTA
688
Keeley-Teton Advisors
Illinois
$222K – – –
FPW
689
Flagship Private Wealth
Massachusetts
$221K +$24.1K +406 +12%
FFA
690
Founders Financial Alliance
North Carolina
$220K +$38.2K +644 +21%
SFG
691
Snider Financial Group
Washington
$219K -$10.3K -174 -4%
B
692
Bailard
California
$218K +$218K +3,683 New
FNC
693
First National Corp
Massachusetts
$217K – – –
KLI
694
Kelman-Lazarov Inc
Tennessee
$217K – – –
OW
695
Olistico Wealth
Oklahoma
$204K – – –
ISWM
696
Independent Solutions Wealth Management
New York
$204K -$594K -10,013 -74%
D
697
Diversified
Delaware
$202K +$356 +6 +0.2%
OFS
698
OneAscent Financial Services
Alabama
$201K +$201K +3,393 New
GFPC
699
Global Financial Private Client
Florida
$183K – – –
UOTTAIMCU
700
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$169K +$169K +2,859 New
26 27
28
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