SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

479 hedge funds and large institutions have $6.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+21
Holders Change %
+4.59%
% of All Funds
9.69%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.54%
New
56
Increased
171
Reduced
196
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$222M
2
ACM
2
AlphaStar Capital Management
North Carolina
$48.2M
3
BL
3
Balentine LLC
Georgia
$107M
4
PPA
4
Parametric Portfolio Associates
Washington
$105M
5
Goldman Sachs
5
Goldman Sachs
New York
$60.6M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$242M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$116M
3
Stifel Financial
3
Stifel Financial
Missouri
$101M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$348M
5
PI
5
PFS Investments
Georgia
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
101
WrapManager Inc
California
$10.7M +$294K +5,864 +3%
TW
102
Transform Wealth
Colorado
$10.6M -$4.43M -88,409 -29%
Creative Planning
103
Creative Planning
Kansas
$10.6M +$9.22M +184,067 +669%
LFPWM
104
Leicht Financial Planning & Wealth Management
New Jersey
$10.2M +$3.49M +69,668 +52%
MIAN
105
Mariner Independent Advisor Network
Kansas
$9.78M +$4.5M +89,832 +85%
SWP
106
Stratos Wealth Partners
Ohio
$9.28M +$712K +14,203 +8%
EWM
107
Executive Wealth Management
Michigan
$9.25M +$2.63M +52,586 +40%
PWPS
108
Pinnacle Wealth Planning Services
Ohio
$8.68M -$1.57M -33,584 -15%
DI
109
Diligent Investors
California
$8.46M +$366K +7,313 +5%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$8.42M +$8M +159,629 +1,906%
CIC
111
Carnegie Investment Counsel
Ohio
$8.35M +$928K +18,527 +13%
AssetMark Inc
112
AssetMark Inc
California
$8.32M -$1.47M -29,346 -15%
CNC
113
Canandaigua National Corp
New York
$8.28M +$784K +15,653 +10%
MUAMU
114
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.02M +$8.02M +160,000 New
MPM
115
Meritage Portfolio Management
Kansas
$8.01M +$8.01M +159,850 New
Bank Julius Baer & Co
116
Bank Julius Baer & Co
Switzerland
$7.8M +$12K +239 +0.2%
MWM
117
Meridian Wealth Management
Kentucky
$7.73M +$6.83M +136,378 +761%
MAFM
118
Mid Atlantic Financial Management
Pennsylvania
$7.69M +$2.8M +53,322 +57%
PPWM
119
PFG Private Wealth Management
Florida
$7.56M -$164K -3,270 -2%
IA
120
IFP Advisors
Florida
$7.45M -$662K -13,188 -8%
TFA
121
TPG Financial Advisors
Oregon
$7.26M -$1.4M -27,871 -16%
JWM
122
Jackson Wealth Management
Florida
$6.85M -$624K -12,457 -8%
VC
123
Vicus Capital
Pennsylvania
$6.6M -$837K -16,710 -11%
BRWA
124
B. Riley Wealth Advisors
Florida
$6.44M +$386K +7,703 +6%
GP
125
Girard Partners
Pennsylvania
$6.33M -$200K -3,984 -3%
3 4
5
6 7