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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

795 hedge funds and large institutions have $13B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 270 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+40
Holders Change %
+5.3%
% of All Funds
12.54%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.18%
New
83
Increased
340
Reduced
270
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K

Top Buyers

1
AF
1
Allworth Financial
California
$713M
2
LPL Financial
2
LPL Financial
California
$1.33B
3
OWM
3
Orgel Wealth Management
Wisconsin
$187M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$122M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$265M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$24.1M
2
ACM
2
AlphaStar Capital Management
North Carolina
$85.3M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.5M
4
GVAG
4
Great Valley Advisor Group
Delaware
$13.4M
5
OHIS
5
Oak Harvest Investment Services
Texas
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
76
LGL Partners
Pennsylvania
$31M +$95.9K +1,572 +0.3%
NA
77
NewEdge Advisors
Louisiana
$31M -$393K -6,437 -1%
LFPWM
78
Leicht Financial Planning & Wealth Management
New Jersey
$30.5M +$9.86M +161,544 +48%
T
79
TrueFG
Texas
$30M -$1.5M -24,611 -5%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$29.3M +$5.11M +83,751 +21%
MWPCG
81
Measured Wealth Private Client Group
New Hampshire
$28.7M -$6.94M -113,697 -19%
Prudential Financial
82
Prudential Financial
New Jersey
$26.6M +$6.85M +130,130 +35%
NB
83
Nicolet Bankshares
Wisconsin
$26.3M -$1.23M -20,137 -4%
IWM
84
IHT Wealth Management
Illinois
$26M -$507K -8,305 -2%
JFA
85
JNBA Financial Advisors
Minnesota
$26M +$8.71M +142,836 +51%
Stifel Financial
86
Stifel Financial
Missouri
$25.4M -$1.89M -31,056 -7%
RA
87
Riversedge Advisors
Delaware
$25.1M +$234K +3,837 +0.9%
TAIM
88
TD Ameritrade Investment Management
Nebraska
$24.5M -$4.47M -73,324 -15%
MFG
89
Merit Financial Group
Georgia
$24.4M -$1.1M -18,021 -4%
WH
90
Whitcomb & Hess
Ohio
$24.2M -$25.3K -415 -0.1%
FCAS
91
First Command Advisory Services
Texas
$24.1M -$1.08B -17,716,652 -98%
EDRIA
92
Edmonds Duncan Registered Investment Advisors
Kansas
$24M +$418K +6,859 +2%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$23.6M +$10.2M +167,876 +76%
SFM
94
Signet Financial Management
New Jersey
$23.4M +$572K +9,375 +3%
IFPL
95
Investments & Financial Planning LLC
Kentucky
$23.3M +$3.3K +54 +0%
GKWIM
96
Gerber Kawasaki Wealth & Investment Management
California
$23M +$20.7M +339,189 +901%
OCM
97
One Capital Management
California
$22.9M +$254K +4,170 +1%
IWA
98
Inspirion Wealth Advisors
Illinois
$22.9M -$297K -4,863 -1%
PFS
99
Prospera Financial Services
Texas
$22.8M +$17.3M +283,052 +315%
GWAG
100
Garrett Wealth Advisory Group
Texas
$22.7M +$336K +5,514 +2%
2 3
4
5 6