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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

672 hedge funds and large institutions have $7.98B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 339 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.62%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.04%
New
56
Increased
339
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$798M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$61.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$774M
4
OCM
4
One Capital Management
California
$54M
5
EH
5
Equitable Holdings
New York
$225M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$60.5M
2
OWM
2
Orgel Wealth Management
Wisconsin
$38.3M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
WCAMG
4
Woodard & Company Asset Management Group
North Carolina
$163K
5
ACM
5
AlphaStar Capital Management
North Carolina
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$21M +$767K +15,318 +4%
SFM
77
Signet Financial Management
New Jersey
$20.8M +$546K +10,905 +3%
FFS
78
Founders Financial Securities
Maryland
$20.5M +$770K +15,371 +4%
KAS
79
Kestra Advisory Services
Texas
$19.6M +$10.8M +215,760 +123%
MPM
80
Meritage Portfolio Management
Kansas
$19.4M +$5.64M +112,478 +41%
ACM
81
AlphaStar Capital Management
North Carolina
$19.3M -$22.6M -450,350 -54%
IWA
82
Inspirion Wealth Advisors
Illinois
$19.3M -$231K -4,609 -1%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$19.2M +$1.54M +30,685 +9%
AWS
84
Atria Wealth Solutions
New York
$19.2M +$3.75M +74,795 +24%
EDRIA
85
Edmonds Duncan Registered Investment Advisors
Kansas
$19M +$453K +9,049 +2%
CSPAM
86
Cary Street Partners Asset Management
Virginia
$18.9M +$1.1M +21,989 +6%
DWM
87
Doyle Wealth Management
Florida
$18.2M +$1.08M +21,607 +6%
DCM
88
Davidson Capital Management
Texas
$18M +$15M +299,614 +503%
M&T Bank
89
M&T Bank
New York
$17.9M -$854K -17,051 -5%
RA
90
Riversedge Advisors
Delaware
$17.7M +$543K +10,833 +3%
WH
91
Whitcomb & Hess
Ohio
$17.6M +$551K +11,001 +3%
GWAG
92
Garrett Wealth Advisory Group
Texas
$17.4M +$1.11M +22,239 +7%
ACA
93
Ackerman Capital Advisors
Texas
$17M -$12.8M -254,748 -43%
FHA
94
Flagship Harbor Advisors
Massachusetts
$16M -$8.46M -168,803 -35%
SF
95
Symphony Financial
Texas
$15.6M -$2.62M -51,398 -14%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$15M -$626K -12,485 -4%
IA
97
IFP Advisors
Florida
$14.7M +$1.46M +40,888 +11%
LFPWM
98
Leicht Financial Planning & Wealth Management
New Jersey
$14.4M +$1.31M +26,153 +10%
JFA
99
JNBA Financial Advisors
Minnesota
$13.7M +$10.7K +213 +0.1%
CWA
100
Choice Wealth Advisors
Maine
$13M +$13M +260,010 New
2 3
4
5 6