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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

238 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
5.45%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
55
Increased
115
Reduced
45
Closed
16
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$367K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$228M
2
HI
2
Horizon Investments
North Carolina
$226M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$101M
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$76.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$103M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12K
2
VA
2
Valmark Advisers
Ohio
$215M
3
UBS Group
3
UBS Group
Switzerland
$48.6M
4
WAS
4
Winch Advisory Services
Wisconsin
$1K
5
RA
5
RFG Advisory
Alabama
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
176
BKS Advisors
Michigan
$232K +$232K +6,074 New
OCM
177
One Capital Management
California
$229K -$3.83K -100 -2%
MSS
178
Mitchell Sinkler & Starr
Pennsylvania
$227K +$227K +5,945 New
WP
179
WealthShield Partners
North Carolina
$225K +$37.6K +982 +20%
PSUF
180
People's United Financial
Connecticut
$225K +$225K +5,874 New
Fisher Asset Management
181
Fisher Asset Management
Washington
$223K +$223K +5,830 New
BAM
182
Belpointe Asset Management
Nevada
$216K +$216K +5,659 New
CA
183
Calton & Associates
Florida
$215K -$4.48K -117 -2%
CC
184
Courier Capital
New York
$214K +$214K +5,595 New
ACP
185
Aveo Capital Partners
Colorado
$212K +$212K +5,906 New
BAC
186
Boys Arnold & Co
North Carolina
$207K +$207K +5,400 New
HNB
187
Huntington National Bank
Ohio
$186K -$171K – –
SG Americas Securities
188
SG Americas Securities
New York
$122K +$122K +3,200 New
RMAM
189
Raab & Moskowitz Asset Management
New Jersey
$110K +$110K +2,901 New
TC
190
Truvestments Capital
Florida
$105K +$105K +2,736 New
AA
191
AlphaMark Advisors
Kentucky
$94K -$3.3K -86 -3%
AIP
192
Ameritas Investment Partners
Nebraska
$94K – – –
RFC
193
Regions Financial Corp
Alabama
$90K +$38.7K +1,015 +75%
CFGS
194
Concourse Financial Group Securities
Alabama
$84K +$84K +2,192 New
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$78K -$106K -2,794 -58%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$75K -$35.1K -916 -32%
CAL
197
Capital Advisors Ltd
Ohio
$74K – – –
PGWM
198
Parisi Gray Wealth Management
New Jersey
$70K – – –
S
199
SignatureFD
Georgia
$63K – – –
ASN
200
Advisory Services Network
Georgia
$61K +$21.5K +564 +54%
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8
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