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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

672 hedge funds and large institutions have $7.98B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 339 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.62%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.04%
New
56
Increased
339
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M

Top Buyers

1
LPL Financial
LPL Financial
California
$798M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$61.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
$774M
4
OCM
One Capital Management
California
$54M
5
EH
Equitable Holdings
New York
$225M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
$60.5M
2
OWM
Orgel Wealth Management
Wisconsin
$38.3M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
WCAMG
Woodard & Company Asset Management Group
North Carolina
$163K
5
ACM
AlphaStar Capital Management
North Carolina
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
126
Merit Financial Group
Georgia
$10.3M +$1.19M +23,726 +13%
DWM
127
Darwin Wealth Management
Florida
$10.2M -$300K -5,908 -3%
TFA
128
TPG Financial Advisors
Oregon
$10.1M -$1.19M -23,726 -11%
WMR
129
Wealth Management Resources
Rhode Island
$10M +$278K +5,276 +3%
FWM
130
Foresight Wealth Management
Utah
$9.77M -$364K -7,269 -4%
CI
131
CX Institutional
Indiana
$9.72M +$382K +7,629 +4%
WWM
132
Western Wealth Management
Colorado
$9.53M +$9.53K +190 +0.1%
TCMP
133
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.64M -$115K -2,294 -1%
State Street
134
State Street
Massachusetts
$8.47M -$395K -7,893 -4%
CAMV
135
Concord Asset Management (Virginia)
Virginia
$8.44M +$3.86M +77,122 +85%
OPWM
136
Oxinas Partners Wealth Management
Indiana
$8.37M -$188K -3,748 -2%
KFGK
137
Keystone Financial Group (Kentucky)
Kentucky
$8.32M +$3.79M +75,636 +84%
RF
138
Rollins Financial
Georgia
$8.28M +$176K +3,521 +2%
NC
139
NewSquare Capital
Pennsylvania
$8.14M +$4.51M +90,107 +124%
WI
140
WrapManager Inc
California
$8.14M +$609K +12,163 +8%
SA
141
Sunesis Advisors
Kansas
$8.01M – – –
CWM
142
CarsonAllaria Wealth Management
Illinois
$7.96M +$500K +9,971 +7%
SIG
143
Sargent Investment Group
Maryland
$7.92M +$65.1K +1,241 +0.8%
BWFA
144
Baltimore-Washington Financial Advisors
Maryland
$7.91M +$1.03M +18,704 +15%
NWM
145
NEIRG Wealth Management
Massachusetts
$7.6M +$154K +3,067 +2%
VC
146
Vicus Capital
Pennsylvania
$7.34M +$856K +17,088 +13%
UCFA
147
United Capital Financial Advisors
Texas
$7.3M -$602K -12,011 -8%
LWMG
148
Levy Wealth Management Group
Pennsylvania
$6.95M -$4.66M -93,008 -40%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$6.95M +$3.59M +71,687 +107%
GWM
150
Geneos Wealth Management
Colorado
$6.86M +$788K +15,728 +13%
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