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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$425M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$117M
3
Stifel Financial
3
Stifel Financial
Missouri
$95.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.4M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$48.1M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$2.33M
2
AssetMark Inc
2
AssetMark Inc
California
$47K
3
Bank of America
3
Bank of America
North Carolina
$144M
4
Ameriprise
4
Ameriprise
Minnesota
$91.5M
5
PC
5
Permanens Capital
New York
$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Centerpoint Advisors
Massachusetts
$5.98M -$946K -26,481 -14%
DI
102
Diligent Investors
California
$5.77M +$290K +8,111 +5%
IA
103
IFP Advisors
Florida
$5.69M +$1.74M +48,102 +44%
PPWM
104
PFG Private Wealth Management
Florida
$5.69M +$345K +9,645 +6%
MAS
105
Managed Account Services
Florida
$5.67M +$1.68M +48,829 +42%
BRWA
106
B. Riley Wealth Advisors
Florida
$5.54M +$5.54M +154,911 New
CIC
107
Carnegie Investment Counsel
Ohio
$5.46M +$242K +6,779 +5%
APA
108
American Portfolios Advisors
New York
$5.35M +$5.15M +144,022 +2,536%
BC
109
Brio Consultants
California
$5.31M +$50.3K +1,407 +1%
MA
110
Mutual Advisors
Nebraska
$4.98M -$2.22M -62,162 -31%
AI
111
Atria Investments
North Carolina
$4.76M -$9.13M -255,507 -66%
GP
112
Girard Partners
Pennsylvania
$4.7M -$416K -11,636 -8%
RIS
113
Retirement Income Solutions
Michigan
$4.52M +$157K +4,402 +4%
MAFM
114
Mid Atlantic Financial Management
Pennsylvania
$4.44M -$718K -20,085 -14%
5L
115
55I LLC
Massachusetts
$4.34M +$3.89M +101,716 +867%
PFG
116
PAX Financial Group
Texas
$4.33M +$164K +4,113 +4%
MIAN
117
Mariner Independent Advisor Network
Kansas
$4.24M +$80.6K +2,354 +2%
FAAS
118
First Allied Advisory Services
California
$4.2M +$3.74M +104,762 +822%
FHC
119
First Heartland Consultants
Missouri
$4.15M -$7.36M -205,829 -64%
KWM
120
Kingsview Wealth Management
Oregon
$3.85M +$189K +5,285 +5%
CNBT
121
Canandaigua National Bank & Trust
New York
$3.79M +$3.79M +106,144 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$3.67M -$1.59M -44,425 -30%
BSAM
123
Blue Sky Asset Management
Colorado
$3.63M +$659K +18,444 +22%
RZH
124
Relyea Zuckerberg Hanson
Connecticut
$3.6M -$69K -1,931 -2%
PA
125
Probity Advisors
Texas
$3.58M -$29K -810 -0.8%
3 4
5
6 7