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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$609M
2
Osaic Holdings
Osaic Holdings
Arizona
$453M
3
FGAM
Financial Gravity Asset Management
Texas
$198M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$153M
5
CCMG
Clark Capital Management Group
Pennsylvania
$149M

Top Sellers

1
PG
Prostatis Group
Maryland
$309K
2
State Street
State Street
Massachusetts
$0
3
Bank of America
Bank of America
North Carolina
$174M
4
CA
CoreCap Advisors
Michigan
$45.1M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Sequoia Financial Advisors
Ohio
$10.7M +$67.8K +1,144 +0.6%
OHIS
177
Oak Harvest Investment Services
Texas
$10.7M -$788K -13,286 -7%
CWM
178
CarsonAllaria Wealth Management
Illinois
$10.5M +$235K +3,960 +2%
PWPS
179
Pinnacle Wealth Planning Services
Ohio
$10.5M -$140K -2,366 -1%
MFA
180
Millington Financial Advisors
Illinois
$10.3M +$483K +8,153 +5%
WA
181
Waverly Advisors
Alabama
$10.2M -$208K -3,515 -2%
SIG
182
Sargent Investment Group
Maryland
$10M +$100K +1,690 +1%
WMR
183
Wealth Management Resources
Rhode Island
$9.91M -$3.39M -57,193 -25%
GIA
184
GHP Investment Advisors
Colorado
$9.85M +$284K +4,692 +3%
WWM
185
Western Wealth Management
Colorado
$9.8M +$1.59M +26,837 +19%
FZCM
186
Flynn Zito Capital Management
New York
$9.6M -$12K -203 -0.1%
SFG
187
StrategIQ Financial Group
Indiana
$9.59M +$89K +1,502 +0.9%
MWM
188
McNaughton Wealth Management
California
$9.52M +$132K +2,228 +1%
TCMP
189
Thrive Capital Management (Pennsylvania)
Pennsylvania
$9.5M +$942K +15,888 +11%
WC
190
Waterloo Capital
Texas
$9.41M +$655K +11,048 +7%
NECFA
191
New England Capital Financial Advisors
Connecticut
$9.31M -$37.1K -626 -0.4%
HWM
192
Horizon Wealth Management
Illinois
$9.25M -$1.05M -17,751 -10%
NC
193
NewSquare Capital
Pennsylvania
$9.23M +$54.2K +914 +0.6%
AWA
194
Alta Wealth Advisors
Massachusetts
$9.19M +$637K +10,738 +7%
GLA
195
Good Life Advisors
Pennsylvania
$9.12M +$67.5K +1,138 +0.7%
IA
196
IFP Advisors
Florida
$8.86M +$671K +11,321 +8%
PC
197
Pecaut & Co
Iowa
$8.71M +$98.6K +1,664 +1%
MFG
198
Magnus Financial Group
New York
$8.53M -$220K -3,713 -3%
WCAMG
199
Woodard & Company Asset Management Group
North Carolina
$8.52M +$8.34M +140,700 +4,613%
LWMG
200
Levy Wealth Management Group
Pennsylvania
$8.51M -$94.6K -1,596 -1%
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