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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

710 hedge funds and large institutions have $9.52B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 300 increasing their positions, 236 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-9
Holders Change %
-1.25%
% of All Funds
11.24%
Holding in Top 10
116
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.94%
% of All Funds
1.84%
New
85
Increased
300
Reduced
236
Closed
82
Calls
$22M
Puts
$19.9M
Net Calls
+$2.05M
Net Calls Change
+$16.8M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$853M
2
LPL Financial
LPL Financial
California
$679M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$48M
4
Ameriprise
Ameriprise
Minnesota
$365M
5
ACM
AlphaStar Capital Management
North Carolina
$89.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$155M
2
Osaic Holdings
Osaic Holdings
Arizona
$205M
3
CCMG
Clark Capital Management Group
Pennsylvania
$1.22M
4
OPS
Orion Portfolio Solutions
Nebraska
$1.77M
5
TCM
Tradewinds Capital Management
Washington
$40K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
Simplicity Wealth
New Jersey
$8.93M -$5.55M -83,889 -38%
PWPS
152
Pinnacle Wealth Planning Services
Ohio
$8.92M -$152K -2,299 -2%
GM
153
GeoWealth Management
Illinois
$8.35M -$3.71M -56,034 -31%
PPWM
154
PFG Private Wealth Management
Florida
$8.31M -$10.3M -155,286 -55%
TW
155
Transform Wealth
Colorado
$7.82M -$795K -12,002 -9%
VC
156
Vicus Capital
Pennsylvania
$7.66M +$375K +5,675 +5%
GG
157
GenWealth Group
New Jersey
$7.61M +$646K +9,758 +9%
SFG
158
StrategIQ Financial Group
Indiana
$7.57M +$199K +3,006 +3%
CSPAM
159
Cary Street Partners Asset Management
Virginia
$7.49M +$258K +3,902 +4%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$7.46M +$553K +8,359 +8%
PFS
161
Prospera Financial Services
Texas
$7.41M +$6.47M +97,731 +687%
WFPG
162
Waller Financial Planning Group
Ohio
$7.41M +$160K +2,409 +2%
FCMT
163
Founders Capital Management (Texas)
Texas
$7.38M – – –
FIM
164
Freedom Investment Management
Connecticut
$7.35M -$732K -11,049 -9%
CWP
165
Concord Wealth Partners
Virginia
$7.27M +$3.87M +58,384 +114%
TFA
166
Tobias Financial Advisors
Florida
$7.22M +$7.22M +109,002 New
LTL
167
Lowery Thomas LLC
California
$7.2M -$340K -5,128 -5%
ACA
168
Affinity Capital Advisors
California
$7.1M -$1.69M -25,566 -19%
FC
169
Financial Council
Maryland
$7M +$550K +8,309 +9%
GWM
170
Geneos Wealth Management
Colorado
$6.75M +$409K +6,185 +6%
HG
171
Harbor Group
New Hampshire
$6.57M +$155K +2,341 +2%
OC
172
Oarsman Capital
Wisconsin
$6.56M +$391K +5,908 +6%
CWM
173
Cordatus Wealth Management
Pennsylvania
$6.51M +$6.51M +98,318 New
RZH
174
Relyea Zuckerberg Hanson
Connecticut
$6.45M -$39.8K -627 -0.6%
GP
175
Girard Partners
Pennsylvania
$6.43M -$619K -9,355 -9%
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