SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

416 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+73
Holders Change %
+21.28%
% of All Funds
8.21%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.17%
New
100
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$33.9M
2
Bank of America
Bank of America
North Carolina
$185M
3
LPL Financial
LPL Financial
California
$77.3M
4
NP
NorthRock Partners
Minnesota
$30.4M
5
Ameriprise
Ameriprise
Minnesota
$122M

Top Sellers

1
HI
Horizon Investments
North Carolina
$76.4M
2
PI
PFS Investments
Georgia
$47.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$65.7M
4
VA
Valmark Advisers
Ohio
$213M
5
FFS
Founders Financial Securities
Maryland
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
201
Stewardship Advisors
Pennsylvania
$1.12M +$1.12M +26,719 New
US Bancorp
202
US Bancorp
Minnesota
$1.1M -$42.7K -1,018 -4%
IFG
203
Investors Financial Group
Minnesota
$1.08M +$1.08M +25,859 New
JWCA
204
J.W. Cole Advisors
Florida
$1.07M +$1.07M +25,613 New
MSAM
205
Moloney Securities Asset Management
Missouri
$1.06M +$448K +10,687 +73%
QCM
206
Quest Capital Management
Texas
$997K +$11.6K +278 +1%
PWS
207
Paragon Wealth Strategies
Florida
$988K +$12.6K +301 +1%
AFWM
208
AMJ Financial Wealth Management
Virginia
$984K +$984K +23,482 New
PT
209
Plimoth Trust
Massachusetts
$956K -$12.6K -300 -1%
CCP
210
Corient Capital Partners
California
$941K – – –
SS
211
Sunbelt Securities
Texas
$940K +$12.7K +304 +1%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$929K +$711K +17,095 +327%
RFA
213
Reilly Financial Advisors
California
$904K +$28.2K +673 +3%
AC
214
Alexandria Capital
Virginia
$890K +$15.2K +363 +2%
CCFM
215
Clear Creek Financial Management
Washington
$810K -$5.54M -128,930 -87%
CFG
216
Cooper Financial Group
California
$804K +$373K +8,904 +87%
AAS
217
Avantax Advisory Services
Texas
$796K +$1.59K +38 +0.2%
JAWM
218
J. Arnold Wealth Management
Ohio
$770K +$770K +18,376 New
RIA
219
Regal Investment Advisors
Michigan
$763K +$41.5K +990 +6%
QWM
220
Quaker Wealth Management
New Jersey
$761K +$761K +18,164 New
RIA
221
Realta Investment Advisors
Delaware
$748K +$594K +14,490 +385%
HIA
222
Harbor Investment Advisory
Maryland
$743K +$743K +17,728 New
AWM
223
Atticus Wealth Management
Florida
$741K +$741K +17,680 New
AIC
224
Ameritas Investment Company
Nebraska
$712K +$461 +11 +0.1%
LIA
225
LBMC Investment Advisors
Tennessee
$712K +$712K +16,991 New
7 8
9
10 11