SPYG icon

SPDR Portfolio S&P 500 Growth ETF

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.09%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Market Value Shares Shares
Change
Shares
Change %
TC
51
Trilogy Capital
California
$37.9M 683,749 -6,659 -1%
KW
52
KWB Wealth
California
$37.8M 745,656 +11,500 +2%
FFS
53
Founders Financial Securities
Maryland
$36.8M 664,112 +163,142 +33%
FPIS
54
Financial Planning & Information Services
Wisconsin
$36M 650,525 +2,005 +0.3%
Mariner
55
Mariner
Kansas
$35.6M 642,496 +3,329 +0.5%
RA
56
Rodgers & Associates
Pennsylvania
$35.3M 638,206 +34,658 +6%
RJA
57
Raymond James & Associates
Florida
$34.7M 626,450 -16,894 -3%
MD
58
Money Design
Japan
$33.7M 607,926 +50,680 +9%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$32.8M 592,625 -198,972 -25%
BCM
60
Brookstone Capital Management
Illinois
$32.5M 581,634 +524,654 +921%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$32.3M 583,485 -3,040 -0.5%
ETS
62
ESL Trust Services
New York
$32.2M 581,013 +7,885 +1%
AIA
63
Alera Investment Advisors
Illinois
$31.6M 571,339 -21,851 -4%
MML Investors Services
64
MML Investors Services
Massachusetts
$31.4M 567,789 -20,880 -4%
EWA
65
ERTS Wealth Advisors
Michigan
$30.9M 557,434 -149,673 -21%
FWM
66
FFT Wealth Management
Pennsylvania
$30.1M 543,530 +10,838 +2%
AAS
67
Ameritas Advisory Services
Nebraska
$29.6M 530,802 -51,982 -9%
FHA
68
Flagship Harbor Advisors
Massachusetts
$29.1M 525,552 +76,084 +17%
T
69
TrueFG
Texas
$28.5M 515,643 +24,303 +5%
NA
70
NewEdge Advisors
Louisiana
$28.3M 514,014 -17,007 -3%
CFG
71
Compton Financial Group
Maryland
$28.1M 508,161 +11,571 +2%
LP
72
LGL Partners
Pennsylvania
$28.1M 507,072 +1,672 +0.3%
Goldman Sachs
73
Goldman Sachs
New York
$27.7M 501,082 -13,521 -3%
Creative Planning
74
Creative Planning
Kansas
$27.7M 500,652 +18,621 +4%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$26.9M 491,091 +14,302 +3%