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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$609M
2
Osaic Holdings
Osaic Holdings
Arizona
$453M
3
FGAM
Financial Gravity Asset Management
Texas
$198M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$153M
5
CCMG
Clark Capital Management Group
Pennsylvania
$149M

Top Sellers

1
PG
Prostatis Group
Maryland
$309K
2
State Street
State Street
Massachusetts
$0
3
Bank of America
Bank of America
North Carolina
$174M
4
CA
CoreCap Advisors
Michigan
$45.1M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
126
Verus Capital Partners
Arizona
$18.3M +$3.94M +66,528 +27%
BWFA
127
Baltimore-Washington Financial Advisors
Maryland
$17.8M +$1.38M +23,270 +8%
IGWM
128
ICA Group Wealth Management
Colorado
$17.4M +$515K +8,685 +3%
KWM
129
Kingsview Wealth Management
Oregon
$17.4M +$1.9M +32,077 +12%
AT
130
Arden Trust
Delaware
$17.2M -$3.82M -64,423 -18%
OWA
131
Octavia Wealth Advisors
Ohio
$17.1M -$713K -12,034 -4%
SCA
132
Snowden Capital Advisors
New York
$17M -$959K -16,173 -5%
EWM
133
Executive Wealth Management
Michigan
$16.8M -$613K -10,333 -4%
9WM
134
9258 Wealth Management
Ohio
$16.8M +$1.81M +30,481 +12%
BTWM
135
Baker Tilly Wealth Management
Wisconsin
$16.7M +$449K +7,579 +3%
Truist Financial
136
Truist Financial
North Carolina
$16.4M +$849K +14,319 +5%
WAM
137
WFA Asset Management
Wisconsin
$16.2M +$1.06M +17,820 +7%
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$16.2M +$8.87M +149,639 +120%
HWP
139
Hibernia Wealth Partners
Louisiana
$16.1M +$16.1M +271,674 New
KA
140
Kozak & Associates
Colorado
$15.8M -$704K -11,729 -4%
CWM
141
CCG Wealth Management
California
$15.5M +$247K +4,162 +2%
CWA
142
Choice Wealth Advisors
Maine
$15.1M -$355K -5,989 -2%
MA
143
Mutual Advisors
Nebraska
$15M +$12M +202,184 +397%
CA
144
CGN Advisors
Kansas
$14.9M +$4.95M +83,468 +50%
MAM
145
MMA Asset Management
Pennsylvania
$14.1M +$3.03M +51,070 +27%
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$14.1M -$225K -3,800 -2%
CWP
147
Concord Wealth Partners
Virginia
$14M -$1.81M -30,472 -11%
GWM
148
Geneos Wealth Management
Colorado
$14M +$1.53M +25,808 +12%
ES
149
Eagle Strategies
New York
$13.7M +$751K +12,667 +6%
SFG
150
Sunburst Financial Group
Alabama
$13.7M +$844K +14,238 +7%
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