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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

199 hedge funds and large institutions have $1.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
4.56%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
43
Increased
98
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$203M
2
AssetMark Inc
2
AssetMark Inc
California
$73.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.6M
4
UBS Group
4
UBS Group
Switzerland
$49.5M
5
AG
5
Advisor Group
Arizona
$33.9M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$0
2
FFG
2
Ford Financial Group
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$0
4
LWS
4
Lucia Wealth Services
California
$2.01M
5
HI
5
Horizon Investments
North Carolina
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$429K -$49.3K -1,394 -10%
IC
127
InterOcean Capital
Illinois
$422K +$422K +12,000 New
SFP
128
Shepherd Financial Partners
Massachusetts
$416K +$416K +11,777 New
CAGAS
129
Capital Advisory Group Advisory Services
Minnesota
$405K +$24.9K +700 +7%
SS
130
Sunbelt Securities
Texas
$398K -$42.8K -1,219 -10%
JFA
131
JNBA Financial Advisors
Minnesota
$397K +$363K +10,345 +1,076%
MHS
132
M Holdings Securities
Oregon
$396K +$14.1K +402 +4%
BC
133
Burney Company
Virginia
$395K +$395K +11,248 New
AWA
134
Arete Wealth Advisors
Illinois
$392K -$2.46K -70 -0.6%
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$390K +$390K +11,094 New
TRCT
136
Tower Research Capital (TRC)
New York
$371K -$883K -25,092 -70%
GG
137
GenWealth Group
New Jersey
$357K +$140 +4 +0%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$347K – – –
MGIA
139
Moneta Group Investment Advisors
Missouri
$345K +$345K +9,832 New
FIM
140
Fernwood Investment Management
Massachusetts
$341K +$341K +9,716 New
JGIA
141
Jackson Grant Investment Advisers
Connecticut
$338K +$88.6K +2,520 +36%
GT
142
Glenmede Trust
Pennsylvania
$320K – – –
PA
143
PFG Advisors
Arizona
$318K +$9.21K +262 +3%
RC
144
RegentAtlantic Capital
New Jersey
$313K -$28.7K -816 -8%
AW
145
ACG Wealth
Georgia
$285K – – –
SIAS
146
Shine Investment Advisory Services
Colorado
$255K -$1.76K -50 -0.7%
FIA
147
Foundations Investment Advisors
Arizona
$247K +$247K +7,028 New
OAM
148
Occidental Asset Management
California
$229K +$229K +6,518 New
BIA
149
BHK Investment Advisors
Alabama
$217K +$217K +6,180 New
DWM
150
Doyle Wealth Management
Florida
$216K +$216K +6,156 New
4 5
6
7 8