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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
$425M
2
CCMG
Clark Capital Management Group
Pennsylvania
$117M
3
Stifel Financial
Stifel Financial
Missouri
$95.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$65.4M
5
OPS
Orion Portfolio Solutions
Nebraska
$48.1M

Top Sellers

1
ACM
AlphaStar Capital Management
North Carolina
$2.33M
2
AssetMark Inc
AssetMark Inc
California
$47K
3
Bank of America
Bank of America
North Carolina
$144M
4
Ameriprise
Ameriprise
Minnesota
$91.5M
5
PC
Permanens Capital
New York
$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFG
201
Investors Financial Group
Minnesota
$1.09M +$166K +4,638 +18%
QCM
202
Quest Capital Management
Texas
$1.07M +$217K +6,073 +26%
WAS
203
Wealth Advisory Solutions
Indiana
$1.06M – – –
MGIA
204
Moneta Group Investment Advisors
Missouri
$1.02M -$686K -19,194 -40%
Cerity Partners
205
Cerity Partners
New York
$1.02M +$64.1K +1,793 +7%
Creative Planning
206
Creative Planning
Kansas
$1.01M +$40.3K +1,129 +4%
GG
207
GenWealth Group
New Jersey
$1M -$3.29M -92,217 -77%
LNC
208
Lincoln National Corp
Pennsylvania
$1M -$65.9K -1,845 -6%
RCA
209
Rowland Carmichael Advisors
Arizona
$990K – – –
CCFM
210
Clear Creek Financial Management
Washington
$985K +$243K +6,172 +33%
MFW
211
Mosaic Family Wealth
Missouri
$953K +$700K +19,605 +277%
PC
212
Permanens Capital
New York
$952K -$12.2M -340,231 -93%
C1AG
213
Client 1st Advisory Group
Florida
$951K -$915K -25,596 -49%
MSAM
214
Moloney Securities Asset Management
Missouri
$951K +$47.4K +1,326 +5%
UWM
215
USAdvisors Wealth Management
Minnesota
$945K +$945K +26,432 New
AIC
216
Ameritas Investment Company
Nebraska
$939K +$333K +9,345 +55%
FAIM
217
Financial Advocates Investment Management
Washington
$920K +$360K +10,067 +64%
M&T Bank
218
M&T Bank
New York
$915K +$915K +25,615 New
Mariner
219
Mariner
Kansas
$895K -$737K -20,544 -45%
VWA
220
Visionary Wealth Advisors
Illinois
$862K +$862K +24,105 New
CAC
221
Certified Advisory Corp
Florida
$858K -$128K -3,585 -13%
GSIS
222
Global Strategic Investment Solutions
Arizona
$857K +$311K +8,699 +57%
LFAS
223
Level Four Advisory Services
Texas
$852K +$642K +17,926 +305%
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$832K +$34.3K +960 +4%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$821K +$805K +22,509 +4,958%
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