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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

268 hedge funds and large institutions have $1.68B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
5.98%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.67%
New
68
Increased
111
Reduced
65
Closed
36
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$368K

Top Buyers

1
BL
1
Balentine LLC
Georgia
$43.4M
2
PPA
2
Parametric Portfolio Associates
Washington
$43.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.7M
4
Bank of America
4
Bank of America
North Carolina
$88.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$31.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.1M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$16.2M
4
AG
4
Advisor Group
Arizona
$16.5M
5
HI
5
Horizon Investments
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
51
Corient Capital Partners
California
$5.31M +$5.31M +163,344 New
SMFS
52
Squar Milner Financial Services
California
$5.06M +$2.27M +69,754 +81%
LMIM
53
Lockheed Martin Investment Management
Maryland
$5.01M +$4.52M +139,000 +927%
MGIA
54
Moneta Group Investment Advisors
Missouri
$4.97M +$378K +11,643 +8%
CIC
55
Carnegie Investment Counsel
Ohio
$4.86M +$4.86M +149,642 New
GP
56
Girard Partners
Pennsylvania
$4.85M +$428K +13,160 +10%
BC
57
Brio Consultants
California
$4.78M +$4.78M +147,089 New
OC
58
Oarsman Capital
Wisconsin
$4.57M +$136K +4,179 +3%
WFPG
59
Waller Financial Planning Group
Ohio
$4.45M +$4.45M +136,970 New
FIM
60
Freedom Investment Management
Connecticut
$4.44M -$2.5M -76,801 -36%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$4.33M +$97.6K +3,002 +2%
RFM
62
Royal Fund Management
Florida
$4.33M -$344K -10,600 -7%
BFG
63
Barber Financial Group
Kansas
$4.22M +$4.22M +129,858 New
MA
64
Mutual Advisors
Nebraska
$3.97M +$2.5M +76,884 +169%
GLA
65
Good Life Advisors
Pennsylvania
$3.79M +$326K +10,030 +9%
KWM
66
Kingsview Wealth Management
Oregon
$3.64M -$394K -12,127 -10%
CA
67
Centerpoint Advisors
Massachusetts
$3.63M +$3.63M +111,674 New
MD
68
Money Design
Japan
$3.48M +$3.48M +107,137 New
SPIA
69
Steward Partners Investment Advisory
New York
$3.47M +$2.49M +76,771 +257%
PA
70
Probity Advisors
Texas
$3.41M +$111K +3,427 +3%
AI
71
Atria Investments
North Carolina
$3.37M -$1.29M -39,781 -28%
W
72
Wealthquest
Ohio
$3.37M +$3.37M +103,734 New
SCA
73
Snowden Capital Advisors
New York
$3.33M -$451K -13,876 -12%
UR
74
USCA RIA
Texas
$3.19M +$158K +4,877 +5%
MAS
75
Managed Account Services
Florida
$3.09M +$757K +21,938 +32%
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3
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