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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.08%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$1B
2
LPL Financial
2
LPL Financial
California
$1.14B
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.19B
4
ACM
4
AlphaStar Capital Management
North Carolina
$109M
5
SC
5
Savant Capital
Illinois
$64.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$170M
2
BlackRock
2
BlackRock
New York
$15K
3
Ameriprise
3
Ameriprise
Minnesota
$202M
4
FFG
4
Ford Financial Group
California
$383K
5
KAS
5
Kestra Advisory Services
Texas
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
WFA Asset Management
Wisconsin
$13.4M +$406K +7,342 +3%
NL
127
Navalign LLC
California
$12.7M -$1.72M -31,112 -12%
PWPS
128
Pinnacle Wealth Planning Services
Ohio
$12.4M +$1.86M +38,150 +18%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$12.2M -$515K -9,296 -4%
FAIM
130
Financial Advocates Investment Management
Washington
$12.2M +$3.6M +65,104 +42%
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$12.2M -$7.75K -140 -0.1%
FHC
132
First Heartland Consultants
Missouri
$11.9M -$391K -7,057 -3%
EFL
133
ERn Financial LLC
Wisconsin
$11.8M +$261K +4,715 +2%
CIC
134
Carnegie Investment Counsel
Ohio
$11.6M -$180K -3,252 -2%
ES
135
Eagle Strategies
New York
$11.4M +$1.16M +20,994 +11%
WMR
136
Wealth Management Resources
Rhode Island
$11.4M +$297K +5,370 +3%
SFG
137
Sunburst Financial Group
Alabama
$11.4M +$10.1M +182,476 +768%
VC
138
Vicus Capital
Pennsylvania
$11.4M +$609K +11,006 +6%
EWM
139
Echo Wealth Management
Minnesota
$11.2M -$2.03M -36,679 -15%
TFA
140
TPG Financial Advisors
Oregon
$11.1M +$537K +9,700 +5%
HFS
141
Horizon Financial Services
North Carolina
$11M -$662K -11,964 -6%
HA
142
Hofer & Associates
California
$11M -$42.8K -845 -0.4%
WFA
143
Wells Financial Advisors
Massachusetts
$10.5M -$35.3K -637 -0.3%
GWM
144
Geneos Wealth Management
Colorado
$10.2M +$2.16M +38,932 +27%
State Street
145
State Street
Massachusetts
$10.1M -$179K -3,226 -2%
MAM
146
MMA Asset Management
Pennsylvania
$10.1M +$10.1M +182,095 New
HG
147
Harbor Group
New Hampshire
$9.82M +$757K +13,678 +8%
TFCP
148
Twin Focus Capital Partners
Massachusetts
$9.78M +$664K +11,987 +7%
AWM
149
Apollon Wealth Management
South Carolina
$9.74M +$8.71M +157,344 +850%
BOPW
150
Brandywine Oak Private Wealth
Pennsylvania
$9.52M +$1.52M +27,539 +19%
4 5
6
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