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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

199 hedge funds and large institutions have $1.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
4.56%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
43
Increased
98
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$203M
2
AssetMark Inc
2
AssetMark Inc
California
$73.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.6M
4
UBS Group
4
UBS Group
Switzerland
$49.5M
5
AG
5
Advisor Group
Arizona
$33.9M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$0
2
FFG
2
Ford Financial Group
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$0
4
LWS
4
Lucia Wealth Services
California
$2.01M
5
HI
5
Horizon Investments
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
76
FDx Advisors
Illinois
$1.24M 35,205 +35,205 New
MWM
77
Marietta Wealth Management
Georgia
$1.19M 33,928 – –
MML Investors Services
78
MML Investors Services
Massachusetts
$1.12M 31,897 +1,931 +6%
Citadel Advisors
79
Citadel Advisors
Florida
$1.11M 31,524 +31,524 New
MAS
80
Managed Account Services
Florida
$1.1M 31,214 +9,127 +41%
LNC
81
Lincoln National Corp
Pennsylvania
$1.08M 30,809 -901 -3%
VFA
82
Voya Financial Advisors
Connecticut
$1.07M 30,376 +30,376 New
MSAM
83
Moloney Securities Asset Management
Missouri
$1.05M 29,740 -25,020 -46%
AIS
84
Accurate Investment Solutions
Pennsylvania
$1.03M 29,264 +29,264 New
PFM
85
Parsec Financial Management
North Carolina
$951K 27,068 +17,231 +175%
FC
86
Financial Consulate
Maryland
$917K 26,114 -4,689 -15%
Creative Planning
87
Creative Planning
Kansas
$851K 24,235 -1,210 -5%
MWP
88
MYCIO Wealth Partners
Pennsylvania
$843K 23,997 +2,079 +9%
RFA
89
Reilly Financial Advisors
California
$833K 23,706 -499 -2%
Mariner
90
Mariner
Kansas
$831K 23,653 +1,552 +7%
CB
91
Community Bank
New York
$812K 23,110 -450 -2%
PWS
92
Paragon Wealth Strategies
Florida
$809K 23,029 +9,613 +72%
HB
93
Homrich & Berg
Georgia
$777K 22,110 +9,870 +81%
WPSG
94
Wealth & Pension Services Group
Georgia
$764K 21,749 +21,749 New
PT
95
Plimoth Trust
Massachusetts
$760K 21,644 -5 -0%
SCA
96
Stuart Chaussee & Associates
California
$760K 21,625 +21,625 New
SPIA
97
Steward Partners Investment Advisory
New York
$734K 20,899 +11,785 +129%
VCWA
98
Vanguard Capital Wealth Advisors
Colorado
$702K 20,003 +20,003 New
AWM
99
Avior Wealth Management
Nebraska
$691K 19,676 +19,676 New
AFP
100
Ausdal Financial Partners
Iowa
$670K 19,064 +89 +0.5%
2 3
4
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