SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

543 hedge funds and large institutions have $6.19B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+64
Holders Change %
+13.36%
% of All Funds
9.63%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.51%
New
102
Increased
201
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$350M
2
AF
2
Allworth Financial
California
$146M
3
LPL Financial
3
LPL Financial
California
$329M
4
Ameriprise
4
Ameriprise
Minnesota
$214M
5
RWA
5
RGT Wealth Advisors
Texas
$33.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$136M
2
HI
2
Horizon Investments
North Carolina
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$162M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$989K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
126
Jackson Wealth Management
Florida
$7.31M -$243K -4,402 -3%
VC
127
Vicus Capital
Pennsylvania
$7.2M -$83.1K -1,503 -1%
RIS
128
Retirement Income Solutions
Michigan
$7.15M +$437K +7,900 +7%
LIA
129
Luken Investment Analytics
Tennessee
$7.08M +$7.08M +128,090 New
SCM
130
Southport Capital Management
Tennessee
$7.01M +$638K +11,539 +10%
GP
131
Girard Partners
Pennsylvania
$6.7M -$282K -5,097 -4%
BB
132
Berkshire Bank
Massachusetts
$6.68M +$45.5K +823 +0.7%
KWM
133
Kingsview Wealth Management
Oregon
$6.67M -$96.4K -1,744 -1%
ADIM
134
Alpha DNA Investment Management
Maryland
$6.64M +$6.64M +120,151 New
DWM
135
Doyle Wealth Management
Florida
$6.64M +$861K +15,578 +15%
FIM
136
Freedom Investment Management
Connecticut
$6.3M +$69.3K +1,254 +1%
KFGK
137
Keystone Financial Group (Kentucky)
Kentucky
$6.2M +$2.52M +45,650 +69%
OAM
138
Occidental Asset Management
California
$5.91M +$2.1M +37,907 +55%
CCFM
139
Clear Creek Financial Management
Washington
$5.91M +$5.91M +106,809 New
RZH
140
Relyea Zuckerberg Hanson
Connecticut
$5.75M +$24.9K +450 +0.4%
KAS
141
Kestra Advisory Services
Texas
$5.69M +$1.14M +20,646 +25%
LWMG
142
Levy Wealth Management Group
Pennsylvania
$5.69M +$5.69M +102,901 New
MSAM
143
Moloney Securities Asset Management
Missouri
$5.66M +$588K +10,633 +12%
AWM
144
Avior Wealth Management
Nebraska
$5.65M -$919K -16,628 -14%
WFPG
145
Waller Financial Planning Group
Ohio
$5.63M -$868K -15,706 -13%
SFG
146
StrategIQ Financial Group
Indiana
$5.59M +$512K +9,264 +10%
ACM
147
Advisors Capital Management
New Jersey
$5.56M +$5.09M +92,119 +1,083%
SCA
148
Snowden Capital Advisors
New York
$5.43M +$258K +4,660 +5%
FCMT
149
Founders Capital Management (Texas)
Texas
$5.38M +$5.38M +97,355 New
NEIRG
150
New England Investment & Retirement Group
Massachusetts
$5.18M -$228K -4,130 -4%
4 5
6
7 8