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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 %
CPC
801
Consolidated Planning Corp
Georgia
– -$2.72M -49,081 Closed
BAM
802
Belpointe Asset Management
Nevada
– -$2.24M -40,429 Closed
SCI
803
Stableford Capital II
Arizona
– -$1.96M -38,680 Closed
Millennium Management
804
Millennium Management
New York
– -$1.98M -35,794 Closed
YIH
805
Y-Intercept (HK)
Hong Kong
– -$1.83M -32,984 Closed
WA
806
Win Advisors
Florida
– -$3.76M -20,642 Closed
CFA
807
Compass Financial Advisors
Indiana
– -$1.1M -19,875 Closed
KF
808
Krilogy Financial
Missouri
– -$550K -9,941 Closed
FAM
809
Formidable Asset Management
Ohio
– -$307K -5,544 Closed
DAS
810
Dynamic Advisor Solutions
Arizona
– -$245K -4,417 Closed
Fisher Asset Management
811
Fisher Asset Management
Washington
– -$230K -4,150 Closed
VFA
812
Valeo Financial Advisors
Indiana
– -$227K -4,094 Closed
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
– -$153K -2,767 Closed
PAI
814
Pittenger & Anderson Inc
Nebraska
– -$151K -2,726 Closed
HWA
815
Heritage Wealth Advisors
Virginia
– -$65.4K -1,182 Closed
AWM
816
Accel Wealth Management
Iowa
– -$59.6K -1,076 Closed
TWA
817
TCI Wealth Advisors
Arizona
– -$20K -362 Closed
BTI
818
Blue Trust Inc
Georgia
– -$16K -308 Closed
CFB
819
Cullen/Frost Bankers
Texas
– -$15K -271 Closed
BlackRock
820
BlackRock
New York
– -$15K -270 Closed
BA
821
Bellwether Advisors
Nebraska
– -$11.6K -209 Closed
MCA
822
Maryland Capital Advisors
Maryland
– -$10.1K -182 Closed
TRCT
823
Tower Research Capital (TRC)
New York
– -$9K -155 Closed
RA
824
Rise Advisors
New York
– -$5.94K -107 Closed
PCMC
825
Private Capital Management (Colorado)
Colorado
– -$3.77K -68 Closed
30 31 32
33
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