SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

199 hedge funds and large institutions have $1.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
4.56%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
43
Increased
98
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$203M
2
AssetMark Inc
2
AssetMark Inc
California
$73.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.6M
4
UBS Group
4
UBS Group
Switzerland
$49.5M
5
AG
5
Advisor Group
Arizona
$33.9M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$0
2
FFG
2
Ford Financial Group
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$0
4
LWS
4
Lucia Wealth Services
California
$2.01M
5
HI
5
Horizon Investments
North Carolina
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
151
One Capital Management
California
$214K -$1.34K -38 -0.6%
CA
152
Calton & Associates
Florida
$213K +$213K +5,733 New
RJT
153
Raymond James Trust
Florida
$212K +$212K +6,040 New
SPC
154
Sigma Planning Corp
Michigan
$210K -$12.1K -343 -5%
LFG
155
LifePlan Financial Group
Ohio
$205K +$91.1K +2,594 +80%
Citigroup
156
Citigroup
New York
$173K -$74K -2,105 -30%
WP
157
WealthShield Partners
North Carolina
$172K +$143K +4,077 +500%
HNB
158
Huntington National Bank
Ohio
$171K -$163K – –
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$170K +$51.6K +1,469 +44%
JPMorgan Chase & Co
160
JPMorgan Chase & Co
New York
$170K +$170K +4,832 New
TAIM
161
TD Ameritrade Investment Management
Nebraska
$141K +$114K +3,242 +429%
OIA
162
OneDigital Investment Advisors
Kansas
$138K +$98.2K +2,787 +246%
WF
163
WealthTrust Fairport
Ohio
$116K +$116K +3,302 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$101K +$53.8K +1,530 +114%
AA
165
AlphaMark Advisors
Kentucky
$89K -$10.5K -300 -11%
AIP
166
Ameritas Investment Partners
Nebraska
$86K -$869 -25 -1%
CAL
167
Capital Advisors Ltd
Ohio
$68K – – –
PGWM
168
Parisi Gray Wealth Management
New Jersey
$65K +$65K +1,829 New
S
169
SignatureFD
Georgia
$58K – – –
B
170
Bridgeworth
Alabama
$57K +$57K +1,632 New
PCG
171
Private Capital Group
Connecticut
$49K – – –
RFC
172
Regions Financial Corp
Alabama
$47K +$11.6K +332 +33%
UBS AM
173
UBS AM
Illinois
$44.4K +$31.2K +887 +236%
GBBWRPM
174
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$38K +$10.3K +295 +37%
ASN
175
Advisory Services Network
Georgia
$38K +$38K +1,036 New
5 6
7
8 9