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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

199 hedge funds and large institutions have $1.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
4.56%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
43
Increased
98
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$203M
2
AssetMark Inc
2
AssetMark Inc
California
$73.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.6M
4
UBS Group
4
UBS Group
Switzerland
$49.5M
5
AG
5
Advisor Group
Arizona
$33.9M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$0
2
FFG
2
Ford Financial Group
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$0
4
LWS
4
Lucia Wealth Services
California
$2.01M
5
HI
5
Horizon Investments
North Carolina
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
176
Jacobi Capital Management
Pennsylvania
$34K +$4.79K +138 +16%
MFW
177
Mosaic Family Wealth
Missouri
$28K – – –
SF
178
Synovus Financial
Georgia
$27K +$71 +2 +0.3%
FGAM
179
Financial Gravity Asset Management
Texas
$25K +$2.07K +56 +9%
GEA
180
Glen Eagle Advisors
New Jersey
$23.4K +$14.4K +410 +160%
CF
181
Centaurus Financial
California
$22K +$22K +634 New
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$17K +$17K +490 New
PFO
183
Pathstone Family Office
New Jersey
$15K +$72 +2 +0.5%
CFA
184
Carroll Financial Associates
North Carolina
$15K +$15K +446 New
PO
185
Private Ocean
California
$14K +$68 +2 +0.5%
PCFFS
186
Pacific Center for Financial Services
California
$12K +$37 +1 +0.3%
CCM
187
Covington Capital Management
California
$11K – – –
OSNBOA
188
Old Second National Bank of Aurora
Illinois
$11K +$138 +4 +1%
CPA
189
Clear Perspective Advisors
Illinois
$11K +$9.99K +278 +993%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$10K – – –
GI
191
Gradient Investments
Minnesota
$8K – – –
William Blair & Company
192
William Blair & Company
Illinois
$6K +$6K +163 New
WC
193
Whitney & Co
New York
$6K +$6K +170 New
BlackRock
194
BlackRock
New York
$5K +$37 +1 +0.8%
AIM
195
Advantage Investment Management
Iowa
$4K -$14.5K -401 -78%
MIM
196
Macroview Investment Management
Maryland
$4K – – –
CPIG
197
Chicago Partners Investment Group
Illinois
$2K +$1.23K +40 +160%
CCMW
198
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +25 New
CDIA
200
Capital Directions Investment Advisors
Georgia
– -$73.4M -2,188,789 Closed
5 6 7
8
9