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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

600 hedge funds and large institutions have $9.38B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 283 increasing their positions, 178 reducing their positions, and 21 closing their positions.

Holders
600
Holders Change
+27
Holders Change %
+4.71%
% of All Funds
10.54%
Holding in Top 10
93
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.33%
% of All Funds
1.63%
New
58
Increased
283
Reduced
178
Closed
21
Calls
$8.99M
Puts
$5.21M
Net Calls
+$3.78M
Net Calls Change
-$4.1M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$524M
2
WJA
2
Willis Johnson & Associates
Texas
$94.9M
3
LPL Financial
3
LPL Financial
California
$517M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$680M
5
Wells Fargo
5
Wells Fargo
California
$131M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$46.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$797M
3
EWA
3
ERTS Wealth Advisors
Michigan
$14.2M
4
SCM
4
SCS Capital Management
Massachusetts
$34.9M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
101
Mariner Independent Advisor Network
Kansas
$15.2M +$359K +5,600 +2%
Bank Julius Baer & Co
102
Bank Julius Baer & Co
Switzerland
$14.9M +$14.6M +228,823 +6,347%
CWA
103
Centennial Wealth Advisory
Michigan
$14.7M +$6.63M +103,510 +83%
CIM
104
Confluence Investment Management
Missouri
$14.3M +$503K +7,853 +4%
EWA
105
ERTS Wealth Advisors
Michigan
$14.2M -$51.4M -589,679 -78%
WEPOG
106
Wealth Enhancement & Preservation of GA
Georgia
$14.1M +$14.1M +220,832 New
Creative Planning
107
Creative Planning
Kansas
$13.9M +$212K +3,314 +2%
HFS
108
Horizon Financial Services
North Carolina
$13.8M +$4.26M +66,580 +45%
FWM
109
Foresight Wealth Management
Utah
$13.7M +$786K +12,271 +6%
IA
110
IFP Advisors
Florida
$13.7M +$3.44M +53,677 +34%
VRM
111
Vectors Research Management
New York
$13.2M +$1.84M +28,813 +16%
OWA
112
Octavia Wealth Advisors
Ohio
$13M -$7.2M -112,428 -36%
NL
113
Navalign LLC
California
$12.9M -$130K -2,034 -1%
TC
114
Trilogy Capital
California
$12.7M -$224K -3,494 -2%
IHWM
115
Iron Horse Wealth Management
Iowa
$12.5M +$23.9K +374 +0.2%
KWM
116
Kingsview Wealth Management
Oregon
$12.2M +$1.23M +19,158 +11%
MML Investors Services
117
MML Investors Services
Massachusetts
$12.2M +$1.32M +20,664 +12%
DI
118
Diligent Investors
California
$12.2M – – –
EFL
119
ERn Financial LLC
Wisconsin
$11.9M +$99K +1,546 +0.8%
HC
120
HNP Capital
New York
$11.7M +$344K +5,368 +3%
BMD
121
Better Money Decisions
New Mexico
$11.5M +$417K +6,518 +4%
USCWA
122
U.S. Capital Wealth Advisors
Texas
$11.4M +$11.4M +178,039 New
SCM
123
Southport Capital Management
Tennessee
$11M +$691K +10,798 +7%
State Street
124
State Street
Massachusetts
$10.9M +$2.52M +39,340 +30%
UCFA
125
United Capital Financial Advisors
Texas
$10.7M -$759K -11,851 -7%
3 4
5
6 7