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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

171 hedge funds and large institutions have $810M invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+40
Holders Change %
+30.53%
% of All Funds
3.92%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.41%
New
51
Increased
76
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
$111M
2
VA
Valmark Advisers
Ohio
$68.4M
3
FWM
Focused Wealth Management
New York
$27.7M
4
PI
PFS Investments
Georgia
$21.4M
5
IWA
Inspirion Wealth Advisors
Illinois
$20M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$10.2M
2
PCG
Private Capital Group
Connecticut
$48K
3
VFA
Voya Financial Advisors
Connecticut
$0
4
CDIA
Capital Directions Investment Advisors
Georgia
$73.4M
5
XS
XR Securities
Illinois
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$236K +$172K +5,135 +271%
SPC
127
Sigma Planning Corp
Michigan
$211K -$18.7K -560 -8%
OCM
128
One Capital Management
California
$205K +$205K +6,117 New
HNB
129
Huntington National Bank
Ohio
$163K -$161K – –
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$120K – – –
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$113K +$67 +2 +0.1%
LFG
132
LifePlan Financial Group
Ohio
$109K +$109K +3,243 New
AA
133
AlphaMark Advisors
Kentucky
$95K -$7.37K -220 -7%
APA
134
American Portfolios Advisors
New York
$91.5K -$120K -3,594 -57%
AIP
135
Ameritas Investment Partners
Nebraska
$83K -$3.32K -100 -4%
KF
136
Krilogy Financial
Missouri
$76K +$233 +7 +0.3%
CAL
137
Capital Advisors Ltd
Ohio
$65K – – –
IA
138
IndexIQ Advisors
New York
$61K +$61K +1,791 New
S
139
SignatureFD
Georgia
$55K +$55K +1,644 New
PCG
140
Private Capital Group
Connecticut
$48K -$2.12M -62,731 -98%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$45K – – –
OIA
142
OneDigital Investment Advisors
Kansas
$38K +$1.31K +39 +4%
RFC
143
Regions Financial Corp
Alabama
$34K +$34K +1,014 New
VCM
144
Virtue Capital Management
Tennessee
$32K -$28.7K -856 -47%
JFA
145
JNBA Financial Advisors
Minnesota
$32K +$32K +961 New
JCM
146
Jacobi Capital Management
Pennsylvania
$28K +$6.72K +202 +32%
MFW
147
Mosaic Family Wealth
Missouri
$27K – – –
GBBWRPM
148
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$27K +$9.85K +289 +57%
WP
149
WealthShield Partners
North Carolina
$27K +$26.8K +808 +11,543%
SF
150
Synovus Financial
Georgia
$26K +$26K +762 New
4 5
6
7 8