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

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$24.1M
2
ACM
AlphaStar Capital Management
North Carolina
$85.3M
3
AAS
Ameritas Advisory Services
Nebraska
$1.5M
4
GVAG
Great Valley Advisor Group
Delaware
$13.4M
5
OHIS
Oak Harvest Investment Services
Texas
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
726
UMB Bank
Missouri
$48.1K – – –
NRC
727
New Republic Capital
North Carolina
$47.8K -$8.42K -138 -15%
MIM
728
Macroview Investment Management
Maryland
$47K -$12.3K -201 -21%
DSC
729
Duncker Streett & Co
Missouri
$45.8K – – –
SC
730
Stephens Consulting
Michigan
$43.9K – – –
AA
731
Ancora Advisors
Ohio
$43.1K – – –
BWL
732
Bogart Wealth LLC
Virginia
$42.8K +$244 +4 +0.6%
GWM
733
Grand Wealth Management
Michigan
$41.9K +$41.9K +686 New
FFA
734
Farther Finance Advisors
California
$38K +$12.1K +198 +47%
TF
735
Tompkins Financial
New York
$36.6K – – –
LWA
736
Lowe Wealth Advisors
Maryland
$36.1K – – –
RDIA
737
RE Dickinson Investment Advisors
Iowa
$35K +$34.3K +567 +4,725%
HCM
738
Hollencrest Capital Management
California
$33.5K +$2.99K +49 +10%
TAM
739
Tucker Asset Management
Colorado
$32.9K +$29.8K +489 +959%
WT
740
Washington Trust
Rhode Island
$32K +$32K +525 New
RG
741
Retirement Group
California
$30.5K – – –
PGAM
742
Princeton Global Asset Management
New Jersey
$26.2K – – –
SCA
743
Stonebridge Capital Advisors
Minnesota
$25.4K +$25.4K +417 New
CA
744
Clearstead Advisors
Ohio
$23.4K – – –
NSG
745
Nalls Sherbakoff Group
Tennessee
$23K – – –
TWC
746
TD Waterhouse Canada
Ontario, Canada
$21.6K – – –
FMII
747
Farmers & Merchants Investments Inc
Nebraska
$21.4K +$21.4K +351 New
HIA
748
Harbor Investment Advisory
Maryland
$21.2K – – –
WWM
749
Wolff Wiese Magana
California
$21K – – –
VNA
750
Valley National Advisers
Pennsylvania
$21K – – –
28 29
30
31 32