SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

416 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+73
Holders Change %
+21.28%
% of All Funds
8.21%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.17%
New
100
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$33.9M
2
Bank of America
2
Bank of America
North Carolina
$185M
3
LPL Financial
3
LPL Financial
California
$77.3M
4
NP
4
NorthRock Partners
Minnesota
$30.4M
5
Ameriprise
5
Ameriprise
Minnesota
$122M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$76.4M
2
PI
2
PFS Investments
Georgia
$47.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.7M
4
VA
4
Valmark Advisers
Ohio
$213M
5
FFS
5
Founders Financial Securities
Maryland
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
76
Transform Wealth
Colorado
$8.98M +$2.29M +54,630 +34%
TFA
77
TPG Financial Advisors
Oregon
$8.69M +$239K +5,707 +3%
Financial Engines Advisors
78
Financial Engines Advisors
California
$8.66M +$8.17M +194,885 +1,653%
MA
79
Mutual Advisors
Nebraska
$8.45M +$1.03M +24,693 +14%
SCA
80
Snowden Capital Advisors
New York
$8.19M -$552K -13,165 -6%
CAS
81
Cascadia Advisory Services
Oregon
$8.16M +$8.16M +194,703 New
CA
82
Centerpoint Advisors
Massachusetts
$8.12M +$34.4K +820 +0.4%
OC
83
Oarsman Capital
Wisconsin
$8.07M +$242K +5,774 +3%
SIA
84
Starfire Investment Advisers
Michigan
$7.72M -$14.1K -336 -0.2%
VCP
85
Verus Capital Partners
Arizona
$7.32M +$7.32M +174,679 New
FIM
86
Freedom Investment Management
Connecticut
$7.32M -$421K -10,042 -5%
PWPS
87
Pinnacle Wealth Planning Services
Ohio
$7.24M -$1.66M -39,569 -19%
ACA
88
Affinity Capital Advisors
California
$6.61M +$6.61M +157,669 New
WFPG
89
Waller Financial Planning Group
Ohio
$6.59M +$98.3K +2,345 +2%
DI
90
Diligent Investors
California
$6.42M +$1.61M +38,326 +33%
PPWM
91
PFG Private Wealth Management
Florida
$6.27M +$6.27M +149,597 New
BC
92
Brio Consultants
California
$6.16M -$6.49M -154,788 -51%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$6.16M +$860K +20,523 +16%
CIC
94
Carnegie Investment Counsel
Ohio
$6.12M -$100K -2,388 -2%
PAG
95
Private Advisor Group
New Jersey
$6.08M +$1.87M +44,714 +45%
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
$6.05M +$840K +20,046 +16%
GP
97
Girard Partners
Pennsylvania
$6M -$141K -3,355 -2%
JFA
98
Johanson Financial Advisors
California
$5.88M +$5.88M +246,412 New
JFA
99
JNBA Financial Advisors
Minnesota
$5.69M +$1.75M +41,644 +44%
VBFP
100
Valtinson Bruner Financial Planning
Minnesota
$5.62M +$1.36M +31,968 +32%
2 3
4
5 6