SPYG icon

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.

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
1
Allworth Financial
California
$713M
2
LPL Financial
2
LPL Financial
California
$1.33B
3
OWM
3
Orgel Wealth Management
Wisconsin
$187M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$122M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$265M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$24.1M
2
ACM
2
AlphaStar Capital Management
North Carolina
$85.3M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.5M
4
GVAG
4
Great Valley Advisor Group
Delaware
$13.4M
5
OHIS
5
Oak Harvest Investment Services
Texas
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
51
Founders Financial Securities
Maryland
$46.1M +$5.57M +91,256 +14%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.5M -$3.81M -62,451 -8%
KA
53
Klingman & Associates
New York
$45M -$129K -2,119 -0.3%
NA
54
Nottingham Advisors
New York
$44.7M -$1.78M -29,251 -4%
Mariner
55
Mariner
Kansas
$43.4M +$4.24M +69,478 +11%
SCM
56
SCS Capital Management
Massachusetts
$43.4M +$849K +13,918 +2%
TC
57
Trilogy Capital
California
$40.9M -$1.48M -23,874 -3%
MML Investors Services
58
MML Investors Services
Massachusetts
$40.5M +$5.91M +96,787 +17%
RWM
59
Reston Wealth Management
Virginia
$40.2M +$11.2M +183,867 +39%
FNT
60
First National Trust
Pennsylvania
$39.8M -$2.39M -39,198 -6%
RA
61
Rodgers & Associates
Pennsylvania
$39.5M +$563K +9,221 +1%
RJA
62
Raymond James & Associates
Florida
$38.7M +$491K +8,053 +1%
BCM
63
Brookstone Capital Management
Illinois
$38.1M +$3.06M +50,784 +9%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$37.6M +$1.42M +23,228 +4%
FPIS
65
Financial Planning & Information Services
Wisconsin
$35.7M -$3.95M -64,672 -10%
ETS
66
ESL Trust Services
New York
$35.5M +$9.82K +161 +0%
AIA
67
Alera Investment Advisors
Illinois
$34.6M -$262K -4,297 -0.8%
BSG
68
Black Swift Group
Colorado
$34.1M +$29.9M +490,758 +725%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$33.8M +$4.17M +69,101 +14%
PIA
70
Perennial Investment Advisors
California
$33.5M +$4.88M +79,995 +17%
FWM
71
FFT Wealth Management
Pennsylvania
$32.8M -$314K -5,148 -0.9%
EWA
72
ERTS Wealth Advisors
Michigan
$32.2M -$1.84M -30,231 -5%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$31.8M +$2.76M +45,180 +9%
CFG
74
Compton Financial Group
Maryland
$31.7M +$737K +12,073 +2%
MD
75
Money Design
Japan
$31M -$6.04M -99,014 -16%
1 2
3
4 5