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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

199 hedge funds and large institutions have $1.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
4.56%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
43
Increased
98
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$203M
2
AssetMark Inc
2
AssetMark Inc
California
$73.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.6M
4
UBS Group
4
UBS Group
Switzerland
$49.5M
5
AG
5
Advisor Group
Arizona
$33.9M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$0
2
FFG
2
Ford Financial Group
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$0
4
LWS
4
Lucia Wealth Services
California
$2.01M
5
HI
5
Horizon Investments
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
UR
51
USCA RIA
Texas
$2.76M 78,528 +9,040 +13%
GLA
52
Good Life Advisors
Pennsylvania
$2.53M 72,116 +72,116 New
CA
53
Cetera Advisors
Colorado
$2.49M 70,822 +30,544 +76%
SMFS
54
Squar Milner Financial Services
California
$2.26M 64,257 +42,900 +201%
SCA
55
Snowden Capital Advisors
New York
$2.23M 63,580 +47,723 +301%
PWAG
56
Polaris Wealth Advisory Group
California
$2.23M 66,444 – –
Lido Advisors
57
Lido Advisors
California
$2.22M 63,156 -4,402 -7%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$2.13M 60,579 -7,413 -11%
Franklin Resources
59
Franklin Resources
California
$2.07M 58,850 +9,950 +20%
LWS
60
Lucia Wealth Services
California
$2.01M 57,220 -118,734 -67%
TW
61
Transform Wealth
Colorado
$1.94M 55,277 +2,800 +5%
ISB
62
Iowa State Bank
Iowa
$1.84M 52,393 +3,100 +6%
IA
63
IndexIQ Advisors
New York
$1.67M 47,388 +45,597 +2,546%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.65M 46,813 -6,048 -11%
CM
65
Churchill Management
California
$1.63M 46,358 +25,641 +124%
SWP
66
Stratos Wealth Partners
Ohio
$1.6M 45,617 +22,885 +101%
FHC
67
First Heartland Consultants
Missouri
$1.54M 43,790 +19,079 +77%
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$1.5M 42,598 +1,462 +4%
BTS
69
BB&T Securities
Virginia
$1.42M 40,441 +3,256 +9%
APA
70
American Portfolios Advisors
New York
$1.41M 40,230 +37,500 +1,374%
AF
71
Advisornet Financial
Minnesota
$1.35M 38,449 +4,762 +14%
FAAS
72
First Allied Advisory Services
California
$1.29M 36,859 +36,859 New
IA
73
IFP Advisors
Florida
$1.29M 36,806 +22,241 +153%
LI
74
LVZ Inc
Michigan
$1.29M 36,738 +8,446 +30%
CAN
75
Cetera Advisor Networks
California
$1.26M 35,922 +14,766 +70%
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