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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$609M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$453M
3
FGAM
3
Financial Gravity Asset Management
Texas
$198M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$153M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$149M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$309K
2
State Street
2
State Street
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$174M
4
CA
4
CoreCap Advisors
Michigan
$45.1M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPIS
76
Financial Planning & Information Services
Wisconsin
$33.3M -$1.42M -23,917 -4%
AIA
77
Alera Investment Advisors
Illinois
$32.7M -$947K -15,981 -3%
BSG
78
Black Swift Group
Colorado
$32.1M -$1.04M -17,591 -3%
PIA
79
Perennial Investment Advisors
California
$32M -$547K -9,233 -2%
FWM
80
FFT Wealth Management
Pennsylvania
$32M +$93.4K +1,575 +0.3%
NA
81
NewEdge Advisors
Louisiana
$31.6M +$1.54M +25,993 +5%
LP
82
LGL Partners
Pennsylvania
$30.2M +$88.3K +1,490 +0.3%
BCM
83
Brookstone Capital Management
Illinois
$30.2M -$7.49M -125,714 -20%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$29.8M -$1.09M -18,362 -4%
LFPWM
85
Leicht Financial Planning & Wealth Management
New Jersey
$29.3M -$299K -5,049 -1%
T
86
TrueFG
Texas
$29.1M +$16.2K +274 +0.1%
AAS
87
Ameritas Advisory Services
Nebraska
$29.1M +$27.6M +465,213 +1,868%
IWM
88
IHT Wealth Management
Illinois
$28.5M +$3.23M +54,541 +13%
TCM
89
Tradewinds Capital Management
Washington
$28.2M +$28.2M +476,010 New
IWC
90
Integrated Wealth Concepts
Massachusetts
$28.2M +$9.55M +161,181 +51%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$27.9M +$4.96M +83,691 +22%
MWPCG
92
Measured Wealth Private Client Group
New Hampshire
$27.6M -$240K -4,044 -0.9%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$26.6M +$26.6M +449,522 New
BWM
94
Boyd Wealth Management
California
$26.4M +$19M +320,904 +258%
NB
95
Nicolet Bankshares
Wisconsin
$25.8M +$210K +3,546 +0.8%
HP
96
Hilltop Partners
Indiana
$25.5M +$4.38M +73,928 +21%
SWP
97
Strategic Wealth Partners
Ohio
$25.1M +$25.1M +423,677 New
MD
98
Money Design
Japan
$24.7M -$5.42M -91,442 -18%
MFG
99
Merit Financial Group
Georgia
$24.7M +$921K +15,537 +4%
Stifel Financial
100
Stifel Financial
Missouri
$24.4M -$331K -5,589 -1%
2 3
4
5 6