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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$609M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$453M
3
FGAM
3
Financial Gravity Asset Management
Texas
$198M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$153M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$149M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$309K
2
State Street
2
State Street
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$174M
4
CA
4
CoreCap Advisors
Michigan
$45.1M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
801
Baystate Wealth Management
Massachusetts
$3.69K -$11.1K -187 -75%
MA
802
Montag & Associates
Georgia
$3.37K – – –
WBC
803
West Branch Capital
Massachusetts
$3.32K – – –
FWA
804
FSC Wealth Advisors
New York
$3.26K +$3.26K +55 New
SSWM
805
Sheets Smith Wealth Management
North Carolina
$2.98K +$2.98K +50 New
BCMLT
806
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.56K – – –
GM
807
GeoWealth Management
Illinois
$2K -$705K -13,739 -100%
HFS
808
Hantz Financial Services
Michigan
$2K – – –
AAP
809
Arax Advisory Partners
Colorado
$1.96K -$15K -252 -88%
SIC
810
Salem Investment Counselors
North Carolina
$1.78K +$1.78K +30 New
TAM
811
Tucker Asset Management
Colorado
$1.78K -$30.2K -510 -94%
BF
812
BOK Financial
Oklahoma
$1.62K +$1.62K +28 New
PP
813
Pacifica Partners
Canada
$1.42K – – –
Deutsche Bank
814
Deutsche Bank
Germany
$1.07K -$5.34K -90 -83%
FSWA
815
Financial Synergies Wealth Advisors
Texas
$949 – – –
LC
816
Lindbrook Capital
California
$889 – – –
CP
817
Castleview Partners
Texas
$415 – – –
HCP
818
Hexagon Capital Partners
Arkansas
$296 – – –
CPG
819
Cornerstone Planning Group
New Jersey
$119 -$18.3K -307 -99%
GWSA
820
Global Wealth Strategies & Associates
Colorado
$29 -$30 – –
PP
821
PFS Partners
New Jersey
$20 -$3.37K -55 Closed
TAIM
822
TD Ameritrade Investment Management
Nebraska
– -$24.5M -401,612 Closed
State Street
823
State Street
Massachusetts
– -$10.7M -174,583 Closed
SAM
824
Securian Asset Management
Minnesota
– -$6.94M -113,700 Closed
NWM
825
NEIRG Wealth Management
Massachusetts
– -$5.7M -93,409 Closed
31 32
33
34 35