SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

171 hedge funds and large institutions have $810M invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+40
Holders Change %
+30.53%
% of All Funds
3.92%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.41%
New
51
Increased
76
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$111M
2
VA
2
Valmark Advisers
Ohio
$68.4M
3
FWM
3
Focused Wealth Management
New York
$27.7M
4
PI
4
PFS Investments
Georgia
$21.4M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$20M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.2M
2
PCG
2
Private Capital Group
Connecticut
$48K
3
VFA
3
Voya Financial Advisors
Connecticut
$0
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$73.4M
5
XS
5
XR Securities
Illinois
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
151
TD Ameritrade Investment Management
Nebraska
$25K – – –
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$21K -$82.5K -2,416 -80%
FGC
153
Financial Gravity Companies
Texas
$21K +$4.2K +124 +25%
FGAM
154
Financial Gravity Asset Management
Texas
$21K +$21K +620 New
AIM
155
Advantage Investment Management
Iowa
$17K +$17K +512 New
PFO
156
Pathstone Family Office
New Jersey
$14K +$14K +417 New
PO
157
Private Ocean
California
$13K – – –
UBS AM
158
UBS AM
Illinois
$12.6K – – –
CCM
159
Covington Capital Management
California
$11K – – –
OSNBOA
160
Old Second National Bank of Aurora
Illinois
$11K – – –
PCFFS
161
Pacific Center for Financial Services
California
$11K +$34 +1 +0.3%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$10K – – –
GEA
163
Glen Eagle Advisors
New Jersey
$8.62K +$8.21K +245 +2,042%
GI
164
Gradient Investments
Minnesota
$8K +$8K +235 New
AWA
165
Acorn Wealth Advisors
Michigan
$7K +$7K +200 New
BlackRock
166
BlackRock
New York
$4K – – –
MIM
167
Macroview Investment Management
Maryland
$3K +$3K +100 New
CCMW
168
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
CPIG
169
Chicago Partners Investment Group
Illinois
$1K +$1K +25 New
CPA
170
Clear Perspective Advisors
Illinois
$1K +$1K +28 New
IH
171
IFC Holdings
Florida
– -$2.97M -90,042 Closed
VFA
172
Voya Financial Advisors
Connecticut
– -$2.01M -60,514 Closed
AAM
173
Aureus Asset Management
Massachusetts
– -$726K -22,000 Closed
PSUF
174
People's United Financial
Connecticut
– -$264K -7,997 Closed
CA
175
Calton & Associates
Florida
– -$206K -5,832 Closed
4 5 6
7
8