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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$369M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$117M
3
Stifel Financial
Stifel Financial
Missouri
+$93.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$48M

Top Sellers

1
ACM
AlphaStar Capital Management
North Carolina
-$34.9M
2
AssetMark Inc
AssetMark Inc
California
-$15M
3
Bank of America
Bank of America
North Carolina
-$13.6M
4
Ameriprise
Ameriprise
Minnesota
-$12.2M
5
PC
Permanens Capital
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
176
Cedar Brook Financial Partners
Ohio
$1.65M +$1.65M +46,188 New
BF
177
BOK Financial
Oklahoma
$1.62M +$1.62M +45,226 New
NC
178
NewSquare Capital
Pennsylvania
$1.6M +$1.6M +44,665 New
ISB
179
Iowa State Bank
Iowa
$1.59M +$59.5K +1,664 +4%
TIA
180
Traphagen Investment Advisors
New Jersey
$1.58M -$751K -2,913 -32%
GWM
181
Geneos Wealth Management
Colorado
$1.53M +$327K +9,354 +27%
CAGAS
182
Capital Advisory Group Advisory Services
Minnesota
$1.52M -$2.92M -81,300 -66%
BAM
183
Bruderman Asset Management
New York
$1.51M +$1.51M +44,267 New
BC
184
Burleson & Co
California
$1.5M +$37.9K +911 +3%
EGA
185
E&G Advisors
Texas
$1.5M -$145K -4,048 -9%
LF
186
Lantz Financial
Illinois
$1.5M +$290K +8,123 +24%
GRP
187
Global Retirement Partners
California
$1.44M +$1.14M +32,033 +382%
RMAM
188
Raab & Moskowitz Asset Management
New Jersey
$1.39M -$7.54K -211 -0.5%
CCM
189
Condor Capital Management
New Jersey
$1.37M -$66.4K -1,857 -5%
Franklin Resources
190
Franklin Resources
California
$1.31M +$29.1K +813 +2%
Renaissance Technologies
191
Renaissance Technologies
New York
$1.3M +$304K +8,500 +31%
CFG
192
Cooper Financial Group
California
$1.28M +$596K +16,673 +87%
MWM
193
Marietta Wealth Management
Georgia
$1.21M – – –
CGFA
194
Colton Groome Financial Advisors
North Carolina
$1.2M +$813K +22,753 +213%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$1M +28,076 +568%
IAP
196
Indie Asset Partners
Indiana
$1.16M -$47.2K -1,319 -4%
GLA
197
Good Life Advisors
Pennsylvania
$1.14M +$53.5K +1,497 +5%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$1.12M -$103K -2,897 -8%
NWS
199
Newport Wealth Strategies
California
$1.11M -$1.58K -40 -0.1%
CPA
200
Capital Planning Advisors
California
$1.09M -$19.6K -548 -2%
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