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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

171 hedge funds and large institutions have $810M invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+40
Holders Change %
+30.53%
% of All Funds
3.92%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.41%
New
51
Increased
76
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$111M
2
VA
2
Valmark Advisers
Ohio
$68.4M
3
FWM
3
Focused Wealth Management
New York
$27.7M
4
PI
4
PFS Investments
Georgia
$21.4M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$20M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.2M
2
PCG
2
Private Capital Group
Connecticut
$48K
3
VFA
3
Voya Financial Advisors
Connecticut
$0
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$73.4M
5
XS
5
XR Securities
Illinois
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$853K -$47.7K -1,424 -5%
FHC
77
First Heartland Consultants
Missouri
$828K +$292K +8,723 +55%
RFA
78
Reilly Financial Advisors
California
$811K +$175K +5,225 +28%
IWM
79
IHT Wealth Management
Illinois
$806K +$42.1K +1,288 +6%
CB
80
Community Bank
New York
$790K +$790K +23,560 New
SWP
81
Stratos Wealth Partners
Ohio
$762K +$3.12K +93 +0.4%
GFPC
82
Global Financial Private Capital
Florida
$756K +$119K +3,548 +19%
Mariner
83
Mariner
Kansas
$741K +$741K +22,101 New
MAS
84
Managed Account Services
Florida
$740K +$271K +8,075 +58%
MWP
85
MYCIO Wealth Partners
Pennsylvania
$735K – – –
PT
86
Plimoth Trust
Massachusetts
$725K -$51.9K -1,549 -7%
SMFS
87
Squar Milner Financial Services
California
$716K +$716K +21,357 New
CAN
88
Cetera Advisor Networks
California
$710K +$442K +13,179 +165%
CWM
89
Cornerstone Wealth Management
Missouri
$703K -$40.3K -1,227 -5%
CM
90
Churchill Management
California
$694K +$467K +13,947 +206%
AFP
91
Ausdal Financial Partners
Iowa
$636K +$105K +3,137 +20%
CCA
92
Clearwater Capital Advisors
Illinois
$628K +$28.9K +863 +5%
AF
93
Arrow Financial
New York
$627K – – –
LIA
94
LBMC Investment Advisors
Tennessee
$620K -$338K -10,070 -35%
PTC
95
Private Trust Company
Ohio
$593K – – –
CIAS
96
Capital Investment Advisory Services
North Carolina
$542K +$232K +6,909 +75%
SCA
97
Snowden Capital Advisors
New York
$532K +$532K +15,857 New
FHA
98
Flagship Harbor Advisors
Massachusetts
$529K -$4.91K -150 -0.9%
GTAM
99
Global Trust Asset Management
Florida
$509K +$181K +5,394 +55%
US Bancorp
100
US Bancorp
Minnesota
$501K -$30.4K -905 -6%
2 3
4
5 6