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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

171 hedge funds and large institutions have $810M invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+40
Holders Change %
+30.53%
% of All Funds
3.92%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.41%
New
51
Increased
76
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$111M
2
VA
2
Valmark Advisers
Ohio
$68.4M
3
FWM
3
Focused Wealth Management
New York
$27.7M
4
PI
4
PFS Investments
Georgia
$21.4M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$20M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.2M
2
PCG
2
Private Capital Group
Connecticut
$48K
3
VFA
3
Voya Financial Advisors
Connecticut
$0
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$73.4M
5
XS
5
XR Securities
Illinois
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
101
Plante Moran Financial Advisors
Michigan
$496K -$5K -149 -1%
IA
102
IFP Advisors
Florida
$481K – – –
Millennium Management
103
Millennium Management
New York
$456K +$456K +13,612 New
FAIM
104
Financial Advocates Investment Management
Washington
$453K +$837 +25 +0.2%
PWS
105
Paragon Wealth Strategies
Florida
$450K +$450K +13,416 New
TCM
106
Tradition Capital Management
New Jersey
$442K +$442K +13,199 New
GWM
107
Geneos Wealth Management
Colorado
$424K +$288K +8,609 +212%
SS
108
Sunbelt Securities
Texas
$421K +$15.5K +462 +4%
HB
109
Homrich & Berg
Georgia
$410K +$410K +12,240 New
Stifel Financial
110
Stifel Financial
Missouri
$383K -$29.9K -890 -7%
AWA
111
Arete Wealth Advisors
Illinois
$376K +$376K +11,217 New
MHS
112
M Holdings Securities
Oregon
$364K +$4.06K +121 +1%
CAGAS
113
Capital Advisory Group Advisory Services
Minnesota
$357K +$357K +10,679 New
GG
114
GenWealth Group
New Jersey
$341K +$100 +3 +0%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$331K +$331K +9,881 New
PFM
116
Parsec Financial Management
North Carolina
$330K +$330K +9,837 New
RC
117
RegentAtlantic Capital
New Jersey
$326K +$326K +9,712 New
SPIA
118
Steward Partners Investment Advisory
New York
$305K +$240K +7,166 +368%
GT
119
Glenmede Trust
Pennsylvania
$300K – – –
PA
120
PFG Advisors
Arizona
$295K – – –
AW
121
ACG Wealth
Georgia
$272K +$10.8K +324 +4%
CCM
122
Condor Capital Management
New Jersey
$258K +$258K +7,708 New
SIAS
123
Shine Investment Advisory Services
Colorado
$245K – – –
NB
124
Nicolet Bankshares
Wisconsin
$245K +$245K +7,297 New
JGIA
125
Jackson Grant Investment Advisers
Connecticut
$238K +$91.7K +2,731 +63%
3 4
5
6 7