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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$425M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$117M
3
Stifel Financial
3
Stifel Financial
Missouri
$95.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.4M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$48.1M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$2.33M
2
AssetMark Inc
2
AssetMark Inc
California
$47K
3
Bank of America
3
Bank of America
North Carolina
$144M
4
Ameriprise
4
Ameriprise
Minnesota
$91.5M
5
PC
5
Permanens Capital
New York
$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$10.1M -$1.37M -38,401 -12%
HC
77
HNP Capital
New York
$9.27M -$2.48M -65,054 -21%
CC
78
Courier Capital
New York
$9.27M +$149K +3,915 +2%
Truist Financial
79
Truist Financial
North Carolina
$9.14M -$162K -4,529 -2%
NB
80
Nicolet Bankshares
Wisconsin
$9.06M +$4.31M +120,482 +91%
ACA
81
Affinity Capital Advisors
California
$8.97M +$2.65M +66,065 +42%
MML Investors Services
82
MML Investors Services
Massachusetts
$8.64M +$909K +25,426 +12%
EDRIA
83
Edmonds Duncan Registered Investment Advisors
Kansas
$8.61M +$8.35M +233,549 +3,131%
EFL
84
ERn Financial LLC
Wisconsin
$8.61M -$218K -6,105 -2%
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$7.96M +$1.99M +57,538 +33%
JFA
86
JNBA Financial Advisors
Minnesota
$7.87M +$3.02M +84,462 +62%
FIM
87
Freedom Investment Management
Connecticut
$7.52M -$234K -5,278 -3%
SMFS
88
Squar Milner Financial Services
California
$7.36M -$2.38M -66,613 -24%
TFA
89
TPG Financial Advisors
Oregon
$7.12M -$291K -8,153 -4%
AF
90
Advisornet Financial
Minnesota
$7.02M +$4.43M +124,074 +172%
FFS
91
Founders Financial Securities
Maryland
$6.95M +$4.08M +114,057 +142%
TCA
92
Transcend Capital Advisors
New Jersey
$6.91M +$6.63M +185,578 +2,394%
WI
93
WrapManager Inc
California
$6.9M -$2.24M -62,741 -25%
SCA
94
Snowden Capital Advisors
New York
$6.68M -$302K -8,463 -4%
VFA
95
Voya Financial Advisors
Connecticut
$6.62M +$6.62M +182,653 New
VCP
96
Verus Capital Partners
Arizona
$6.59M +$343K +9,606 +5%
WFPG
97
Waller Financial Planning Group
Ohio
$6.58M +$960K +26,864 +17%
JWM
98
Jackson Wealth Management
Florida
$6.58M -$9.39M -224,486 -59%
SIA
99
Starfire Investment Advisers
Michigan
$6.58M -$4.43K -124 -0.1%
OC
100
Oarsman Capital
Wisconsin
$6.08M -$804K -22,497 -12%
2 3
4
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