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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

795 hedge funds and large institutions have $13B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 270 reducing their positions, and 33 closing their positions.

Holders
795
Holders Change
+40
Holders Change %
+5.3%
% of All Funds
12.54%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.18%
New
83
Increased
340
Reduced
270
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K

Top Buyers

1
AF
1
Allworth Financial
California
$713M
2
LPL Financial
2
LPL Financial
California
$1.33B
3
OWM
3
Orgel Wealth Management
Wisconsin
$187M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$122M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$265M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$24.1M
2
ACM
2
AlphaStar Capital Management
North Carolina
$85.3M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.5M
4
GVAG
4
Great Valley Advisor Group
Delaware
$13.4M
5
OHIS
5
Oak Harvest Investment Services
Texas
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$22.7M -$7.88M -129,120 -26%
KAS
102
Kestra Advisory Services
Texas
$22M +$7.23M +118,582 +49%
CSPAM
103
Cary Street Partners Asset Management
Virginia
$21.9M -$2.38M -38,981 -10%
HP
104
Hilltop Partners
Indiana
$21.8M +$18.2M +298,233 +510%
AT
105
Arden Trust
Delaware
$21.7M +$735K +12,055 +4%
AWS
106
Atria Wealth Solutions
New York
$21.1M -$193K -3,170 -0.9%
SF
107
Symphony Financial
Texas
$20.9M -$467K -7,750 -2%
CWM
108
Cordatus Wealth Management
Pennsylvania
$20.7M +$17.7M +289,418 +584%
M&T Bank
109
M&T Bank
New York
$20M -$936K -15,337 -4%
DC
110
Destiny Capital
Colorado
$20M +$886K +14,519 +5%
PPWM
111
PFG Private Wealth Management
Florida
$19.5M +$656K +10,745 +3%
AIG
112
American International Group
New York
$19.3M -$7.55M -123,800 -28%
IWC
113
Integrated Wealth Concepts
Massachusetts
$19.2M +$8.82M +144,509 +85%
CC
114
Courier Capital
New York
$19M +$2.05M +33,523 +12%
CF
115
Convergence Financial
Missouri
$18.9M +$935K +15,321 +5%
SCA
116
Snowden Capital Advisors
New York
$18.5M +$12.3M +202,064 +200%
OWA
117
Octavia Wealth Advisors
Ohio
$18.3M +$512K +8,390 +3%
ACA
118
Ackerman Capital Advisors
Texas
$18M -$137K -2,252 -0.8%
EWM
119
Executive Wealth Management
Michigan
$18M +$2.74M +44,959 +18%
QIM
120
Quest Investment Management
Oregon
$17.9M -$368K -6,034 -2%
CCFM
121
Clear Creek Financial Management
Washington
$17.7M +$11.1M +181,475 +168%
IGWM
122
ICA Group Wealth Management
Colorado
$17.4M +$1.04M +17,005 +6%
BWFA
123
Baltimore-Washington Financial Advisors
Maryland
$16.9M +$6.95M +113,878 +70%
KA
124
Kozak & Associates
Colorado
$16.7M -$152K -2,493 -0.9%
BTWM
125
Baker Tilly Wealth Management
Wisconsin
$16.7M -$387K -6,344 -2%
3 4
5
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