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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

268 hedge funds and large institutions have $1.68B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
5.98%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.67%
New
68
Increased
111
Reduced
65
Closed
36
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$368K

Top Buyers

1
BL
1
Balentine LLC
Georgia
$43.4M
2
PPA
2
Parametric Portfolio Associates
Washington
$43.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.7M
4
Bank of America
4
Bank of America
North Carolina
$88.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$31.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.1M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$16.2M
4
AG
4
Advisor Group
Arizona
$16.5M
5
HI
5
Horizon Investments
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
151
Towerpoint Wealth
California
$533K +$533K +16,392 New
RMAM
152
Raab & Moskowitz Asset Management
New Jersey
$529K +$435K +13,379 +461%
BWM
153
BT Wealth Management
Georgia
$524K +$524K +14,718 New
CCA
154
Clearwater Capital Advisors
Illinois
$510K -$41.9K -1,288 -8%
FHA
155
Flagship Harbor Advisors
Massachusetts
$505K -$20.1K -620 -4%
AWA
156
Arete Wealth Advisors
Illinois
$489K +$126K +3,871 +35%
PMFA
157
Plante Moran Financial Advisors
Michigan
$481K – – –
PFA
158
Pure Financial Advisors
California
$476K +$7.15K +220 +2%
AC
159
Alexandria Capital
Virginia
$476K +$476K +14,659 New
AFP
160
Ausdal Financial Partners
Iowa
$460K +$93.9K +2,889 +26%
AF
161
Arrow Financial
New York
$455K -$103K -3,180 -18%
SS
162
Simplicity Solutions
Minnesota
$445K -$168K -5,151 -27%
MHS
163
M Holdings Securities
Oregon
$442K +$42.6K +1,309 +11%
RJT
164
Raymond James Trust
Florida
$435K – – –
PA
165
PFG Advisors
Arizona
$432K +$110K +3,085 +34%
DAS
166
Dynamic Advisor Solutions
Arizona
$430K +$430K +12,521 New
IC
167
InterOcean Capital
Illinois
$429K +$39K +1,200 +10%
CA
168
Continuum Advisory
Idaho
$412K +$412K +12,684 New
CBFP
169
Cedar Brook Financial Partners
Ohio
$399K +$399K +12,286 New
CAL
170
Capital Analysts LLC
Pennsylvania
$395K +$395K +12,160 New
JGIA
171
Jackson Grant Investment Advisers
Connecticut
$382K +$3.58K +110 +0.9%
JPMPWA
172
J.P. Morgan Private Wealth Advisors
California
$379K +$32K +984 +9%
DWM
173
Doyle Wealth Management
Florida
$379K +$151K +4,654 +66%
FIM
174
Fernwood Investment Management
Massachusetts
$372K – – –
Fidelity Investments
175
Fidelity Investments
Massachusetts
$367K +$17.9K +549 +5%
5 6
7
8 9