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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

672 hedge funds and large institutions have $7.98B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 339 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.62%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.04%
New
56
Increased
339
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$798M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$61.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$774M
4
OCM
4
One Capital Management
California
$54M
5
EH
5
Equitable Holdings
New York
$225M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$60.5M
2
OWM
2
Orgel Wealth Management
Wisconsin
$38.3M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
WCAMG
4
Woodard & Company Asset Management Group
North Carolina
$163K
5
ACM
5
AlphaStar Capital Management
North Carolina
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
701
First National Corp
Massachusetts
– -$206K -3,945 Closed
C1AG
702
Client 1st Advisory Group
Florida
– -$205K -3,913 Closed
MA
703
MKT Advisors
California
– -$201K -3,718 Closed
IIL
704
Insight Inv LLC
California
– -$142K -2,715 Closed
BC
705
Burleson & Co
California
– -$115K -2,195 Closed
SWM
706
SeaCrest Wealth Management
New York
– -$103K -1,964 Closed
RIM
707
Rockbridge Investment Management
New York
– -$83.3K -1,594 Closed
VRM
708
Vectors Research Management
New York
– -$67K -1,275 Closed
BW
709
Bison Wealth
Georgia
– -$64K -1,218 Closed
COCM
710
Charter Oak Capital Management
New Hampshire
– -$42K -810 Closed
VVP
711
Venture Visionary Partners
Ohio
– -$24.2K -463 Closed
EWM
712
Evermay Wealth Management
Virginia
– -$18K -340 Closed
SIAP
713
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$10K -200 Closed
BBHC
714
Brown Brothers Harriman & Co
New York
– -$7K -135 Closed
CWM
715
Curi Wealth Management
North Carolina
– -$4K -85 Closed
NL
716
NVWM LLC
Pennsylvania
– -$3K -63 Closed
GWMIA
717
Global Wealth Management Investment Advisory
Florida
– -$2K -43 Closed
RG
718
Retirement Group
California
– -$2K -35 Closed
FCAS
719
First Command Advisory Services
Texas
– -$1K -28 Closed
BCWM
720
Bartlett & Co Wealth Management
Ohio
– -$732 -14 Closed
BC
721
Bartlett & Co
Ohio
– -$1K -14 Closed
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