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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

573 hedge funds and large institutions have $8.56B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 252 increasing their positions, 172 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+27
Holders Change %
+4.95%
% of All Funds
10%
Holding in Top 10
90
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.11%
% of All Funds
1.57%
New
66
Increased
252
Reduced
172
Closed
35
Calls
$9.58M
Puts
$1.7M
Net Calls
+$7.88M
Net Calls Change
+$806K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$842M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$241M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$358M
4
BCM
4
Brookstone Capital Management
Illinois
$140M
5
EH
5
Equitable Holdings
New York
$153M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$25.2M
2
BL
2
Balentine LLC
Georgia
$63K
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
VA
4
Valmark Advisers
Ohio
$258M
5
Stifel Financial
5
Stifel Financial
Missouri
$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$21.7M -$664K -920 -3%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$21M +$2.31M +36,687 +12%
MAS
78
Managed Account Services
Florida
$19.9M -$1.03M -16,342 -5%
OWA
79
Octavia Wealth Advisors
Ohio
$19.8M +$1.64M +26,003 +9%
WH
80
Whitcomb & Hess
Ohio
$19.5M +$19.5M +310,421 New
OHIS
81
Oak Harvest Investment Services
Texas
$19.1M +$2.3M +36,483 +14%
JFA
82
JNBA Financial Advisors
Minnesota
$19.1M +$228K +3,624 +1%
KAS
83
Kestra Advisory Services
Texas
$19.1M +$9.66M +153,363 +102%
FA
84
Freestate Advisors
Kansas
$19M +$3.02M +47,905 +19%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$18.9M – – –
FHC
86
First Heartland Consultants
Missouri
$18.7M +$10.5M +166,679 +128%
CWM
87
Connecticut Wealth Management
Connecticut
$18.5M -$9.96M -158,128 -35%
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$17.4M +$1M +15,951 +6%
FC
89
Financial Consulate
Maryland
$17.2M -$7.07M -112,213 -29%
SF
90
Symphony Financial
Texas
$16.9M -$1.85M -29,463 -10%
CWA
91
Choice Wealth Advisors
Maine
$15.9M +$982K +15,602 +7%
CWA
92
Clarus Wealth Advisors
Arizona
$15.8M +$175K +2,695 +1%
BTWM
93
Baker Tilly Wealth Management
Wisconsin
$15.6M +$451K +7,160 +3%
MIAN
94
Mariner Independent Advisor Network
Kansas
$14.6M -$439K -6,969 -3%
CC
95
Courier Capital
New York
$14.1M +$343K +5,452 +2%
CIM
96
Confluence Investment Management
Missouri
$13.6M -$2.02M -32,096 -13%
Creative Planning
97
Creative Planning
Kansas
$13.5M +$3.4K +54 +0%
GVAG
98
Great Valley Advisor Group
Delaware
$13.2M +$3.95M +63,624 +43%
TC
99
Trilogy Capital
California
$13.1M +$12.8M +197,636 +5,253%
NL
100
Navalign LLC
California
$12.8M +$47.1K +749 +0.4%
2 3
4
5 6