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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

268 hedge funds and large institutions have $1.68B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
5.98%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.67%
New
68
Increased
111
Reduced
65
Closed
36
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$368K

Top Buyers

1
BL
1
Balentine LLC
Georgia
$43.4M
2
PPA
2
Parametric Portfolio Associates
Washington
$43.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.7M
4
Bank of America
4
Bank of America
North Carolina
$88.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$31.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.1M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$16.2M
4
AG
4
Advisor Group
Arizona
$16.5M
5
HI
5
Horizon Investments
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
126
Moloney Securities Asset Management
Missouri
$968K -$774K -23,818 -44%
ARG
127
Advisory Resource Group
Oklahoma
$968K +$968K +29,777 New
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$940K +$278K +8,549 +42%
GWM
129
Geneos Wealth Management
Colorado
$926K +$156K +4,868 +20%
SHIM
130
Stone House Investment Management
Pennsylvania
$908K +$31.1K +957 +4%
CCM
131
Condor Capital Management
New Jersey
$846K +$77.7K +2,391 +10%
Stifel Financial
132
Stifel Financial
Missouri
$842K +$270K +8,316 +47%
CB
133
Community Bank
New York
$827K +$146K +4,485 +21%
Creative Planning
134
Creative Planning
Kansas
$803K -$31.6K -972 -4%
Citadel Advisors
135
Citadel Advisors
Florida
$769K +$769K +23,656 New
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$754K +$366K +11,250 +94%
IWM
137
IHT Wealth Management
Illinois
$718K +$121K +3,730 +20%
RIA
138
Regal Investment Advisors
Michigan
$672K -$185K -5,679 -22%
CIAS
139
Capital Investment Advisory Services
North Carolina
$672K -$16.5K -507 -2%
RFA
140
Reilly Financial Advisors
California
$666K +$41.7K +1,282 +7%
TFA
141
Transamerica Financial Advisors
Florida
$663K +$663K +20,398 New
PT
142
Plimoth Trust
Massachusetts
$636K -$49.2K -1,515 -7%
CPA
143
Clear Perspective Advisors
Illinois
$625K +$129K +3,968 +26%
BWFA
144
Baltimore-Washington Financial Advisors
Maryland
$617K +$180K +5,538 +41%
GTAM
145
Global Trust Asset Management
Florida
$608K +$148K +4,570 +32%
Millennium Management
146
Millennium Management
New York
$579K +$579K +17,813 New
CCT
147
Country Club Trust
Missouri
$562K +$562K +17,300 New
LIA
148
LBMC Investment Advisors
Tennessee
$559K -$28.1K -865 -5%
US Bancorp
149
US Bancorp
Minnesota
$539K -$276K -8,483 -34%
PTC
150
Private Trust Company
Ohio
$539K -$44K -1,356 -8%
4 5
6
7 8