SPYG icon

SPDR Portfolio S&P 500 Growth ETF

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.09%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Market Value Shares Shares
Change
Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$19.3M 349,357 -30,816 -8%
AT
102
Arden Trust
Delaware
$19M 343,270 +343,270 New
M&T Bank
103
M&T Bank
New York
$19M 342,671 -7,079 -2%
OHIS
104
Oak Harvest Investment Services
Texas
$18.9M 342,245 -37,115 -10%
LFPWM
105
Leicht Financial Planning & Wealth Management
New Jersey
$18.7M 337,968 +46,193 +16%
DC
106
Destiny Capital
Colorado
$17.3M 312,663 +6,820 +2%
PPWM
107
PFG Private Wealth Management
Florida
$17.1M 309,107 +72,063 +30%
QIM
108
Quest Investment Management
Oregon
$16.5M 298,713 +298,713 New
ACA
109
Ackerman Capital Advisors
Texas
$16.4M 297,082 -12,659 -4%
CF
110
Convergence Financial
Missouri
$16.3M 294,180 +20,978 +8%
CWP
111
Concord Wealth Partners
Virginia
$16.2M 292,725 -479 -0.2%
OWA
112
Octavia Wealth Advisors
Ohio
$16.2M 292,351 -45,331 -13%
JFA
113
JNBA Financial Advisors
Minnesota
$15.7M 282,707 +7,746 +3%
BTWM
114
Baker Tilly Wealth Management
Wisconsin
$15.5M 279,833 -63 -0%
CC
115
Courier Capital
New York
$15.4M 277,770 +43,807 +19%
KA
116
Kozak & Associates
Colorado
$15.3M 276,822 -2,744 -1%
CWA
117
Choice Wealth Advisors
Maine
$15M 271,551 +6,584 +2%
IGWM
118
ICA Group Wealth Management
Colorado
$14.9M 268,329 +100,559 +60%
KWM
119
Kingsview Wealth Management
Oregon
$14.4M 259,715 +7,374 +3%
DI
120
Diligent Investors
California
$14.1M 254,891 +1,386 +0.5%
CWM
121
CCG Wealth Management
California
$14M 252,318 -576 -0.2%
EWM
122
Executive Wealth Management
Michigan
$13.8M 249,514 -180,548 -42%
VCP
123
Verus Capital Partners
Arizona
$13.6M 246,001 +10,382 +4%
CAMV
124
Concord Asset Management (Virginia)
Virginia
$13.5M 243,216 +33,091 +16%
KAS
125
Kestra Advisory Services
Texas
$13.4M 242,323 -285,194 -54%