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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
+$429M
2
LPL Financial
LPL Financial
California
+$71.7M
3
OWM
Orgel Wealth Management
Wisconsin
+$60.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$58.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.4M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.08B
2
ACM
AlphaStar Capital Management
North Carolina
-$37.2M
3
AAS
Ameritas Advisory Services
Nebraska
-$30.5M
4
GVAG
Great Valley Advisor Group
Delaware
-$14.4M
5
OHIS
Oak Harvest Investment Services
Texas
-$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
701
FAS Wealth Partners
Kansas
$110K -$557K -9,122 -84%
FA
702
Faithward Advisors
Pennsylvania
$110K – – –
MFA
703
Morling Financial Advisors
California
$109K +$305 +5 +0.3%
NCM
704
Northwest Capital Management
Oregon
$109K +$109K +1,780 New
Kayne Anderson Rudnick Investment Management
705
Kayne Anderson Rudnick Investment Management
California
$104K +$104K +1,703 New
AAG
706
Armstrong Advisory Group
Massachusetts
$104K -$111K -1,823 -52%
LF
707
Lee Financial
Texas
$101K +$61 +1 +0.1%
PO
708
Private Ocean
California
$100K -$219K -3,595 -69%
MAM
709
Marquette Asset Management
Minnesota
$100K – – –
BLC
710
Brown, Lisle/Cummings
Rhode Island
$99.4K – – –
MWM
711
Mascoma Wealth Management
New Hampshire
$98.2K – – –
PWMG
712
Prestige Wealth Management Group
New Jersey
$95.8K – – –
GTAM
713
Global Trust Asset Management
Florida
$94.7K -$3.11K -51 -3%
FMTCOCP
714
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K +$26.5K +436 +48%
CG
715
Cutler Group
California
$80K +$80K +1,317 New
FRA
716
Front Row Advisors
California
$79K – – –
CAL
717
Capital Advisors Ltd
Ohio
$72K – – –
CTC
718
Central Trust Company
Missouri
$66.7K – – –
CHA
719
Carmichael Hill & Associates
Maryland
$66.4K – – –
CSC
720
Caldwell Sutter Capital
California
$61K – – –
CTA
721
Colonial Trust Advisors
South Carolina
$59.4K – – –
FHA
722
First Horizon Advisors
Tennessee
$57.7K -$5.5K -90 -9%
PCA
723
Providence Capital Advisors
North Carolina
$53.9K – – –
TC
724
Truvestments Capital
Florida
$52.3K -$1.1K -18 -2%
CHC
725
City Holding Co
West Virginia
$50.6K – – –
27 28
29
30 31