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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

719 hedge funds and large institutions have $11.6B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 270 increasing their positions, 196 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+119
Holders Change %
+19.83%
% of All Funds
11.1%
Holding in Top 10
126
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.48%
% of All Funds
1.95%
New
168
Increased
270
Reduced
196
Closed
33
Calls
$9.64M
Puts
$24.4M
Net Calls
-$14.7M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$999M
2
LPL Financial
LPL Financial
California
$676M
3
Osaic Holdings
Osaic Holdings
Arizona
$676M
4
Financial Engines Advisors
Financial Engines Advisors
California
$847M
5
LP
LGL Partners
Pennsylvania
$49.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$45.1M
2
Wells Fargo
Wells Fargo
California
$99.5M
3
AIM
Astor Investment Management
Illinois
$0
4
ACM
AlphaStar Capital Management
North Carolina
$56.4M
5
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BMD
126
Better Money Decisions
New Mexico
$14.1M +$1.09M +15,054 +8%
GWAG
127
Garrett Wealth Advisory Group
Texas
$13.9M +$9.89M +136,468 +244%
WMR
128
Wealth Management Resources
Rhode Island
$13.8M +$13.8M +190,446 New
TCMP
129
Thrive Capital Management (Pennsylvania)
Pennsylvania
$13.6M +$4.75M +65,559 +54%
EFL
130
ERn Financial LLC
Wisconsin
$13.5M -$30.5K -421 -0.2%
BFA
131
BMS Financial Advisors
South Dakota
$13.2M +$13.2M +182,456 New
GM
132
GeoWealth Management
Illinois
$13.2M +$5.74M +79,180 +77%
CCFM
133
Clear Creek Financial Management
Washington
$13.1M +$5.29M +73,029 +68%
BWM
134
Boyd Wealth Management
California
$13M +$13M +179,632 New
USCWA
135
U.S. Capital Wealth Advisors
Texas
$12.9M -$44.6K -616 -0.3%
APA
136
American Portfolios Advisors
New York
$12.7M +$2.61M +36,009 +26%
CF
137
Convergence Financial
Missouri
$12.5M +$12.5M +173,122 New
EF
138
Empowered Funds
Pennsylvania
$12.4M +$12.4M +171,333 New
RF
139
Rollins Financial
Georgia
$12.3M +$12.3M +169,699 New
CWA
140
Clarus Wealth Advisors
Arizona
$12.3M -$5M -71,071 -29%
MPM
141
Meritage Portfolio Management
Kansas
$12.1M +$1.38M +19,031 +13%
DSN
142
D. Scott Neal
Kentucky
$12M +$12M +165,790 New
RM
143
Resource Management
Louisiana
$11.9M +$680K +9,380 +6%
UCFA
144
United Capital Financial Advisors
Texas
$11.6M -$477K -6,584 -4%
WI
145
WrapManager Inc
California
$11.5M -$321K -4,434 -3%
State Street
146
State Street
Massachusetts
$11.5M -$866K -11,943 -7%
SWP
147
Stratos Wealth Partners
Ohio
$11.4M +$2.02M +27,848 +21%
CIC
148
Carnegie Investment Counsel
Ohio
$11.4M -$88.2K -1,217 -0.8%
BRWA
149
B. Riley Wealth Advisors
Florida
$11.2M +$2.61M +35,959 +30%
MFG
150
Merit Financial Group
Georgia
$11.2M +$156K +2,150 +1%
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