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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

795 hedge funds and large institutions have $13B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 270 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+40
Holders Change %
+5.3%
% of All Funds
12.54%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.18%
New
83
Increased
340
Reduced
270
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K

Top Buyers

1
AF
Allworth Financial
California
$713M
2
LPL Financial
LPL Financial
California
$1.33B
3
OWM
Orgel Wealth Management
Wisconsin
$187M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$265M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$24.1M
2
ACM
AlphaStar Capital Management
North Carolina
$85.3M
3
AAS
Ameritas Advisory Services
Nebraska
$1.5M
4
GVAG
Great Valley Advisor Group
Delaware
$13.4M
5
OHIS
Oak Harvest Investment Services
Texas
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
151
Echo Wealth Management
Minnesota
$12.4M -$168K -2,703 -1%
WFA
152
Wells Financial Advisors
Massachusetts
$12.2M +$673K +11,029 +6%
BFEC
153
Benjamin F. Edwards & Company
Missouri
$12.2M -$1.33M -21,870 -10%
HFS
154
Horizon Financial Services
North Carolina
$12.2M +$39.8K +653 +0.3%
TFCP
155
Twin Focus Capital Partners
Massachusetts
$12M +$1.19M +19,553 +11%
OHIS
156
Oak Harvest Investment Services
Texas
$11.8M -$9.09M -148,923 -44%
MAM
157
MMA Asset Management
Pennsylvania
$11.4M +$241K +3,953 +2%
SWP
158
Stratos Wealth Partners
Ohio
$10.9M +$6.38M +104,632 +140%
SFA
159
Sequoia Financial Advisors
Ohio
$10.9M +$10.9M +179,070 New
PWPS
160
Pinnacle Wealth Planning Services
Ohio
$10.9M -$4.64M -76,018 -30%
HG
161
Harbor Group
New Hampshire
$10.8M -$17.6K -289 -0.2%
WA
162
Waverly Advisors
Alabama
$10.8M +$10.2M +167,405 +1,890%
FAIM
163
Financial Advocates Investment Management
Washington
$10.7M -$2.74M -44,993 -20%
State Street
164
State Street
Massachusetts
$10.7M -$514K -8,420 -5%
HWM
165
Horizon Wealth Management
Illinois
$10.6M +$2.15M +35,236 +25%
CWM
166
CarsonAllaria Wealth Management
Illinois
$10.6M +$276K +4,521 +3%
CA
167
CGN Advisors
Kansas
$10.3M +$2.3M +37,623 +29%
OC
168
Oarsman Capital
Wisconsin
$10.2M +$1.65M +27,054 +19%
SIG
169
Sargent Investment Group
Maryland
$10.2M +$376K +6,170 +4%
MFA
170
Millington Financial Advisors
Illinois
$10.1M -$40.5K -663 -0.4%
FZCM
171
Flynn Zito Capital Management
New York
$9.89M +$199K +3,259 +2%
SFG
172
StrategIQ Financial Group
Indiana
$9.78M +$518K +8,485 +6%
MWM
173
McNaughton Wealth Management
California
$9.66M +$550K +9,016 +6%
GIA
174
GHP Investment Advisors
Colorado
$9.64M +$126K +2,061 +1%
NECFA
175
New England Capital Financial Advisors
Connecticut
$9.62M -$338K -5,536 -3%
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