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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

672 hedge funds and large institutions have $7.98B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 339 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.62%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.04%
New
56
Increased
339
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$798M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$61.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$774M
4
OCM
4
One Capital Management
California
$54M
5
EH
5
Equitable Holdings
New York
$225M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$60.5M
2
OWM
2
Orgel Wealth Management
Wisconsin
$38.3M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
WCAMG
4
Woodard & Company Asset Management Group
North Carolina
$163K
5
ACM
5
AlphaStar Capital Management
North Carolina
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Echo Wealth Management
Minnesota
$13M +$4.23M +80,736 +49%
CF
102
Convergence Financial
Missouri
$12.8M -$136K -2,711 -1%
DI
103
Diligent Investors
California
$12.7M +$231K +4,610 +2%
CNC
104
Canandaigua National Corp
New York
$12.6M +$12.6M +251,911 New
Truist Financial
105
Truist Financial
North Carolina
$12.6M +$4.14M +82,726 +49%
CWM
106
CCG Wealth Management
California
$12.6M +$2.68M +53,416 +27%
OWA
107
Octavia Wealth Advisors
Ohio
$12.6M +$455K +9,080 +4%
Mariner
108
Mariner
Kansas
$12.1M +$5.86M +116,883 +93%
AIG
109
American International Group
New York
$12.1M -$2.72M -54,264 -18%
KWM
110
Kingsview Wealth Management
Oregon
$12M +$769K +15,352 +7%
IGWM
111
ICA Group Wealth Management
Colorado
$11.9M +$605K +12,068 +5%
CWP
112
Concord Wealth Partners
Virginia
$11.8M +$4.84M +96,581 +70%
WAM
113
WFA Asset Management
Wisconsin
$11.6M +$464K +9,264 +4%
Prudential Financial
114
Prudential Financial
New Jersey
$11.6M -$722K -14,167 -6%
HFS
115
Horizon Financial Services
North Carolina
$11.5M -$1.28M -25,520 -10%
PPWM
116
PFG Private Wealth Management
Florida
$11.4M +$4.87M +97,128 +75%
5L
117
55I LLC
Massachusetts
$11.2M -$14.1M -281,011 -56%
CIM
118
Confluence Investment Management
Missouri
$11.1M +$761K +15,191 +7%
VCP
119
Verus Capital Partners
Arizona
$11M +$5.39M +107,608 +96%
NL
120
Navalign LLC
California
$10.9M -$364K -7,269 -3%
HA
121
Hofer & Associates
California
$10.8M +$161K +3,217 +2%
CIC
122
Carnegie Investment Counsel
Ohio
$10.6M +$3.17M +63,209 +43%
AIA
123
Alera Investment Advisors
Illinois
$10.5M +$1.91M +38,160 +22%
EFL
124
ERn Financial LLC
Wisconsin
$10.5M +$195K +3,883 +2%
CC
125
Courier Capital
New York
$10.4M +$363K +7,240 +4%
3 4
5
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