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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

199 hedge funds and large institutions have $1.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
4.56%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
43
Increased
98
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$203M
2
AssetMark Inc
2
AssetMark Inc
California
$73.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.6M
4
UBS Group
4
UBS Group
Switzerland
$49.5M
5
AG
5
Advisor Group
Arizona
$33.9M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$0
2
FFG
2
Ford Financial Group
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$0
4
LWS
4
Lucia Wealth Services
California
$2.01M
5
HI
5
Horizon Investments
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
101
Bay Colony Advisors
Massachusetts
$660K 18,800 +18,800 New
CCA
102
Clearwater Capital Advisors
Illinois
$656K 18,671 -56 -0.3%
LIA
103
LBMC Investment Advisors
Tennessee
$651K 18,537 +43 +0.2%
CIAS
104
Capital Investment Advisory Services
North Carolina
$651K 18,537 +2,368 +15%
IWM
105
IHT Wealth Management
Illinois
$646K 18,396 -6,243 -25%
US Bancorp
106
US Bancorp
Minnesota
$641K 18,243 +3,305 +22%
PTC
107
Private Trust Company
Ohio
$621K 17,694 – –
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$611K 17,381 -11,595 -40%
AF
109
Arrow Financial
New York
$604K 17,192 -1,528 -8%
BRWA
110
B. Riley Wealth Advisors
Florida
$598K 16,981 +16,981 New
PAG
111
Private Advisor Group
New Jersey
$596K 16,913 -27,402 -62%
FHA
112
Flagship Harbor Advisors
Massachusetts
$567K 16,165 – –
Invesco
113
Invesco
Georgia
$564K 16,067 +16,067 New
CAG
114
Csenge Advisory Group
Florida
$560K 15,940 +15,940 New
GTAM
115
Global Trust Asset Management
Florida
$527K 14,980 -195 -1%
Renaissance Technologies
116
Renaissance Technologies
New York
$523K 14,900 +14,900 New
SEI Investments
117
SEI Investments
Pennsylvania
$521K 14,834 +14,830 +370,750%
PMFA
118
Plante Moran Financial Advisors
Michigan
$520K 14,795 – –
TCM
119
Tradition Capital Management
New Jersey
$513K 14,608 +1,409 +11%
Stifel Financial
120
Stifel Financial
Missouri
$479K 13,517 +2,131 +19%
CCM
121
Condor Capital Management
New Jersey
$467K 13,292 +5,584 +72%
GWM
122
Geneos Wealth Management
Colorado
$458K 13,046 +380 +3%
MA
123
Mutual Advisors
Nebraska
$458K 13,036 +13,036 New
Goldman Sachs
124
Goldman Sachs
New York
$455K 12,946 -25,232 -66%
SRSA
125
S.R. Schill & Associates
Washington
$455K 12,963 +12,963 New
3 4
5
6 7