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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

795 hedge funds and large institutions have $13B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 270 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+40
Holders Change %
+5.3%
% of All Funds
12.54%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.18%
New
83
Increased
340
Reduced
270
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K

Top Buyers

1
AF
Allworth Financial
California
$713M
2
LPL Financial
LPL Financial
California
$1.33B
3
OWM
Orgel Wealth Management
Wisconsin
$187M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$265M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$24.1M
2
ACM
AlphaStar Capital Management
North Carolina
$85.3M
3
AAS
Ameritas Advisory Services
Nebraska
$1.5M
4
GVAG
Great Valley Advisor Group
Delaware
$13.4M
5
OHIS
Oak Harvest Investment Services
Texas
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
126
Concord Wealth Partners
Virginia
$16.3M -$1.58M -25,922 -9%
Truist Financial
127
Truist Financial
North Carolina
$16.1M -$5.51M -90,270 -26%
KWM
128
Kingsview Wealth Management
Oregon
$16M +$122K +1,997 +0.8%
CWA
129
Choice Wealth Advisors
Maine
$15.9M -$650K -10,655 -4%
CWM
130
CCG Wealth Management
California
$15.7M +$314K +5,149 +2%
WMR
131
Wealth Management Resources
Rhode Island
$15.7M +$1.24M +17,806 +9%
WAM
132
WFA Asset Management
Wisconsin
$15.6M +$840K +13,770 +6%
9WM
133
9258 Wealth Management
Ohio
$15.4M +$6.16M +100,957 +67%
DI
134
Diligent Investors
California
$15M -$524K -8,596 -3%
VCP
135
Verus Capital Partners
Arizona
$14.8M -$211K -3,460 -1%
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$14.7M +$14.7M +241,440 New
HA
137
Hofer & Associates
California
$13.7M +$503K +8,247 +4%
NL
138
Navalign LLC
California
$13.6M -$401K -6,577 -3%
GVAG
139
Great Valley Advisor Group
Delaware
$13.4M -$14.4M -236,764 -52%
ES
140
Eagle Strategies
New York
$13.3M +$687K +11,267 +5%
SFG
141
Sunburst Financial Group
Alabama
$13.2M +$605K +9,924 +5%
CIC
142
Carnegie Investment Counsel
Ohio
$13.2M +$411K +6,741 +3%
PCIA
143
Prime Capital Investment Advisors
Kansas
$13.1M +$12.6M +206,116 +2,537%
EFL
144
ERn Financial LLC
Wisconsin
$13M -$13.1K -215 -0.1%
TFA
145
TPG Financial Advisors
Oregon
$12.8M +$589K +9,648 +5%
GWM
146
Geneos Wealth Management
Colorado
$12.8M +$1.59M +26,046 +14%
VC
147
Vicus Capital
Pennsylvania
$12.7M +$149K +2,446 +1%
CAMV
148
Concord Asset Management (Virginia)
Virginia
$12.6M -$2.22M -36,435 -15%
BOPW
149
Brandywine Oak Private Wealth
Pennsylvania
$12.5M +$2.03M +33,299 +19%
FHC
150
First Heartland Consultants
Missouri
$12.5M -$646K -10,588 -5%
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