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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$550M
2
Financial Engines Advisors
Financial Engines Advisors
California
$992M
3
LPL Financial
LPL Financial
California
$943M
4
B
Bridgeworth
Alabama
$77.9M
5
SF
Synovus Financial
Georgia
$70M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$3.17B
2
OCM
One Capital Management
California
$16.1M
3
Ameriprise
Ameriprise
Minnesota
$212M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.2M
5
MCM
Mainstay Capital Management
Michigan
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$24.6M +$2.9M +62,535 +13%
MFG
77
Merit Financial Group
Georgia
$24.6M +$14.1M +278,965 +136%
Creative Planning
78
Creative Planning
Kansas
$24.4M +$2.44M +48,139 +11%
FFG
79
Ford Financial Group
California
$24.2M +$104K +2,045 +0.4%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$24.2M -$34.7M -684,209 -59%
FHA
81
Flagship Harbor Advisors
Massachusetts
$22.8M +$6.58M +129,934 +41%
RWM
82
Reston Wealth Management
Virginia
$22.7M +$340K +6,705 +2%
NB
83
Nicolet Bankshares
Wisconsin
$22.7M +$286K +5,639 +1%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$22.2M -$368K -7,271 -2%
EWM
85
Executive Wealth Management
Michigan
$21.8M +$20.8M +410,594 +2,109%
IWM
86
IHT Wealth Management
Illinois
$21.6M +$385K +7,595 +2%
GVAG
87
Great Valley Advisor Group
Delaware
$21.2M -$669K -13,195 -3%
MCM
88
Mainstay Capital Management
Michigan
$20.4M -$33.4M -659,256 -62%
RA
89
Riversedge Advisors
Delaware
$20.2M +$2.29M +45,161 +13%
WH
90
Whitcomb & Hess
Ohio
$19.9M +$2.17M +42,886 +12%
IWA
91
Inspirion Wealth Advisors
Illinois
$19.8M +$333K +6,572 +2%
CSPAM
92
Cary Street Partners Asset Management
Virginia
$19.8M +$653K +12,888 +3%
EDRIA
93
Edmonds Duncan Registered Investment Advisors
Kansas
$19.4M +$145K +2,862 +0.8%
AWS
94
Atria Wealth Solutions
New York
$19.3M -$111K -2,197 -0.6%
OHIS
95
Oak Harvest Investment Services
Texas
$19.2M -$2.77M -54,743 -13%
IFPL
96
Investments & Financial Planning LLC
Kentucky
$19M +$19M +374,602 New
GWAG
97
Garrett Wealth Advisory Group
Texas
$18.1M +$566K +11,174 +3%
SFM
98
Signet Financial Management
New Jersey
$18.1M -$2.9M -57,166 -14%
SF
99
Symphony Financial
Texas
$17.8M +$2.32M +45,961 +15%
M&T Bank
100
M&T Bank
New York
$17.7M -$427K -8,418 -2%
2 3
4
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