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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

416 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+73
Holders Change %
+21.28%
% of All Funds
8.21%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.17%
New
100
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$33.9M
2
Bank of America
Bank of America
North Carolina
$185M
3
LPL Financial
LPL Financial
California
$77.3M
4
NP
NorthRock Partners
Minnesota
$30.4M
5
Ameriprise
Ameriprise
Minnesota
$122M

Top Sellers

1
HI
Horizon Investments
North Carolina
$76.4M
2
PI
PFS Investments
Georgia
$47.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$65.7M
4
VA
Valmark Advisers
Ohio
$213M
5
FFS
Founders Financial Securities
Maryland
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
151
Baltimore-Washington Financial Advisors
Maryland
$2.2M -$46.6K -1,113 -2%
IWP
152
IAG Wealth Partners
Wisconsin
$2.19M +$2.19M +52,294 New
C1AG
153
Client 1st Advisory Group
Florida
$2.19M +$2.19M +52,211 New
NA
154
NewEdge Advisors
Louisiana
$2.13M +$2.13M +50,908 New
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$2.07M +$194K +4,632 +10%
TF
156
TRH Financial
Iowa
$2.02M +$2.02M +47,650 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$2.01M +$1.83M +43,740 +1,019%
MGIA
158
Moneta Group Investment Advisors
Missouri
$2M +$671 +16 +0%
LW
159
Linscomb Wealth
Texas
$1.98M +$1.98M +47,182 New
EGA
160
E&G Advisors
Texas
$1.93M -$7.92K -189 -0.4%
Mariner
161
Mariner
Kansas
$1.91M +$199K +4,759 +12%
PWA
162
Providence Wealth Advisors
Illinois
$1.9M +$258K +6,186 +16%
CCM
163
Cribstone Capital Management
Maine
$1.88M -$51.9K -1,238 -3%
IAA
164
Independent Advisor Alliance
North Carolina
$1.83M +$1.32M +31,459 +259%
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$1.8M +$389K +9,285 +28%
ISB
166
Iowa State Bank
Iowa
$1.8M -$676K -16,124 -27%
CCM
167
Condor Capital Management
New Jersey
$1.68M -$3.73K -89 -0.2%
GTAM
168
Global Trust Asset Management
Florida
$1.64M -$10.6K -252 -0.6%
RMAM
169
Raab & Moskowitz Asset Management
New Jersey
$1.64M -$67.8K -1,619 -4%
CWM
170
CCG Wealth Management
California
$1.64M +$636K +15,178 +64%
LI
171
LVZ Inc
Michigan
$1.61M -$25.5K -609 -2%
DWM
172
Doyle Wealth Management
Florida
$1.6M +$179K +4,273 +13%
SFG
173
StrategIQ Financial Group
Indiana
$1.57M +$707K +16,865 +82%
BC
174
Burleson & Co
California
$1.55M +$1.55M +35,201 New
Franklin Resources
175
Franklin Resources
California
$1.5M – – –
5 6
7
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