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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 %
NC
176
NewSquare Capital
Pennsylvania
$9.44M -$47.3K -775 -0.5%
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$9.41M -$722K -11,830 -7%
GLA
178
Good Life Advisors
Pennsylvania
$9.32M +$40.8K +669 +0.4%
WC
179
Waterloo Capital
Texas
$9.01M +$3.03M +49,730 +51%
MFG
180
Magnus Financial Group
New York
$9.01M -$176K -2,882 -2%
LWMG
181
Levy Wealth Management Group
Pennsylvania
$8.86M -$376K -6,163 -4%
PC
182
Pecaut & Co
Iowa
$8.86M +$661K +10,834 +8%
AWM
183
Apollon Wealth Management
South Carolina
$8.82M -$1.91M -31,297 -18%
TCMP
184
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.81M -$322K -5,272 -4%
AWA
185
Alta Wealth Advisors
Massachusetts
$8.8M +$628K +10,287 +8%
FIA
186
Foundations Investment Advisors
Arizona
$8.78M -$661K -10,838 -7%
WI
187
WrapManager Inc
California
$8.5M -$699K -11,460 -8%
WWM
188
Western Wealth Management
Colorado
$8.45M +$1.33M +21,822 +19%
IA
189
IFP Advisors
Florida
$8.43M -$4.37M -71,588 -34%
GWSG
190
GPS Wealth Strategies Group
Colorado
$8.1M +$2.69M +44,106 +50%
FSA
191
Financial Services Advisory
Maryland
$8.07M +$8.07M +132,315 New
AssetMark Inc
192
AssetMark Inc
California
$7.94M +$7.94M +130,156 +433,853%
FIM
193
Freedom Investment Management
Connecticut
$7.93M +$1.64M +26,947 +26%
MPW
194
Melone Private Wealth
Michigan
$7.77M +$574K +9,403 +8%
CWM
195
Cornerstone Wealth Management
Missouri
$7.76M +$666K +10,910 +9%
SFMG
196
Sage Financial Management Group
Virginia
$7.59M +$7.59M +124,446 New
BWM
197
Boyd Wealth Management
California
$7.59M +$2.74M +44,916 +57%
MPM
198
Meritage Portfolio Management
Kansas
$7.58M +$48.1K +788 +0.6%
CSPIA
199
Cary Street Partners Investment Advisory
Virginia
$7.58M -$2.04M -33,371 -21%
IRC
200
Investors Research Corp
Georgia
$7.52M +$278K +4,554 +4%
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