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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

238 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
5.45%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
55
Increased
115
Reduced
45
Closed
16
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$367K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$228M
2
HI
2
Horizon Investments
North Carolina
$226M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$101M
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$76.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$103M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12K
2
VA
2
Valmark Advisers
Ohio
$215M
3
UBS Group
3
UBS Group
Switzerland
$48.6M
4
WAS
4
Winch Advisory Services
Wisconsin
$1K
5
RA
5
RFG Advisory
Alabama
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$457K +$32.5K +850 +8%
JGIA
152
Jackson Grant Investment Advisers
Connecticut
$445K +$77.5K +2,025 +21%
FIM
153
Fernwood Investment Management
Massachusetts
$438K +$66.1K +1,728 +18%
AFP
154
Ausdal Financial Partners
Iowa
$430K -$298K -7,806 -41%
AWA
155
Arete Wealth Advisors
Illinois
$427K +$1.07K +28 +0.3%
SPC
156
Sigma Planning Corp
Michigan
$416K +$188K +4,902 +82%
SFP
157
Shepherd Financial Partners
Massachusetts
$413K – – –
Fidelity Investments
158
Fidelity Investments
Massachusetts
$410K +$410K +10,736 New
JPMPWA
159
J.P. Morgan Private Wealth Advisors
California
$408K +$408K +10,682 New
GG
160
GenWealth Group
New Jersey
$390K +$191 +5 +0%
Wolverine Trading
161
Wolverine Trading
Illinois
$366K +$366K +9,568 New
NF
162
Nikulski Financial
Iowa
$357K +$357K +10,155 New
CCM
163
Coldstream Capital Management
Washington
$355K +$355K +9,280 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$346K -$32.9K -859 -9%
RC
165
RegentAtlantic Capital
New Jersey
$329K -$11K -289 -3%
PA
166
PFG Advisors
Arizona
$323K – – –
AW
167
ACG Wealth
Georgia
$311K – – –
DC
168
Davenport & Co
Virginia
$309K +$309K +8,075 New
LFG
169
LifePlan Financial Group
Ohio
$295K +$71.8K +1,878 +32%
JIC
170
Johnson Investment Counsel
Ohio
$290K +$290K +7,589 New
UFF
171
USA Financial Formulas
Michigan
$288K +$288K +8,207 New
SIAS
172
Shine Investment Advisory Services
Colorado
$277K – – –
DWM
173
Doyle Wealth Management
Florida
$268K +$32.6K +852 +14%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$244K +$244K +6,371 New
BIA
175
BHK Investment Advisors
Alabama
$240K +$3.82K +100 +2%
5 6
7
8 9