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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

238 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
5.45%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
55
Increased
115
Reduced
45
Closed
16
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$367K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$228M
2
HI
2
Horizon Investments
North Carolina
$226M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$101M
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$76.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$103M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12K
2
VA
2
Valmark Advisers
Ohio
$215M
3
UBS Group
3
UBS Group
Switzerland
$48.6M
4
WAS
4
Winch Advisory Services
Wisconsin
$1K
5
RA
5
RFG Advisory
Alabama
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
101
Marietta Wealth Management
Georgia
$1.3M 33,928 – –
EGA
102
E&G Advisors
Texas
$1.26M 32,987 +32,987 New
Goldman Sachs
103
Goldman Sachs
New York
$1.21M 31,688 +18,742 +145%
BC
104
Burney Company
Virginia
$1.18M 30,902 +19,654 +175%
TRCT
105
Tower Research Capital (TRC)
New York
$1.17M 30,476 +19,928 +189%
SPIA
106
Steward Partners Investment Advisory
New York
$1.14M 29,902 +9,003 +43%
GFPC
107
Global Financial Private Capital
Florida
$1.12M 29,378 +29,378 New
SCA
108
Stuart Chaussee & Associates
California
$1.06M 27,675 +6,050 +28%
CAM
109
Concorde Asset Management
Michigan
$1.06M 28,219 +28,219 New
LNC
110
Lincoln National Corp
Pennsylvania
$1.05M 27,378 -3,431 -11%
SHIM
111
Stone House Investment Management
Pennsylvania
$1.03M 26,974 +26,974 New
RIA
112
Regal Investment Advisors
Michigan
$1.01M 26,360 +26,360 New
Creative Planning
113
Creative Planning
Kansas
$982K 25,691 +1,456 +6%
US Bancorp
114
US Bancorp
Minnesota
$958K 25,067 +6,824 +37%
AWM
115
AE Wealth Management
Kansas
$940K 24,577 +24,577 New
MWP
116
MYCIO Wealth Partners
Pennsylvania
$918K 24,004 +7 +0%
AWM
117
Avior Wealth Management
Nebraska
$917K 23,973 +4,297 +22%
GWM
118
Geneos Wealth Management
Colorado
$915K 23,947 +10,901 +84%
CCM
119
Condor Capital Management
New Jersey
$904K 23,644 +10,352 +78%
Mariner
120
Mariner
Kansas
$883K 23,090 -563 -2%
CIAS
121
Capital Investment Advisory Services
North Carolina
$810K 21,176 +2,639 +14%
PT
122
Plimoth Trust
Massachusetts
$808K 21,108 -536 -2%
CB
123
Community Bank
New York
$802K 20,970 -2,140 -9%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$780K 20,385 +3,004 +17%
RFA
125
Reilly Financial Advisors
California
$734K 19,207 -4,499 -19%
3 4
5
6 7