SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

672 hedge funds and large institutions have $7.98B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 339 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.62%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.04%
New
56
Increased
339
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M

Top Buyers

1
LPL Financial
LPL Financial
California
+$168M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$45.8M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$42.9M
4
OCM
One Capital Management
California
+$38.3M
5
EH
Equitable Holdings
New York
+$25.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$65.2M
2
OWM
Orgel Wealth Management
Wisconsin
-$49.4M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$36.6M
4
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$23.9M
5
ACM
AlphaStar Capital Management
North Carolina
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
201
Boyd Wealth Management
California
$4.26M +$1.22M +24,335 +40%
SAM
202
Securian Asset Management
Minnesota
$4.22M -$1.1M -22,000 -21%
MSAM
203
Moloney Securities Asset Management
Missouri
$4.19M -$82.6K -1,648 -2%
BC
204
Burney Company
Virginia
$4.15M +$273K +5,448 +7%
CSPIA
205
Cary Street Partners Investment Advisory
Virginia
$4.08M +$307K +6,123 +8%
OFS
206
OneAscent Financial Services
Alabama
$4.04M -$304K -6,059 -7%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$3.97M +$83.4K +1,665 +2%
SWP
208
Stratos Wealth Partners
Ohio
$3.93M +$383K +7,643 +11%
SW
209
Simplicity Wealth
New Jersey
$3.88M -$713K -14,240 -16%
CWM
210
Collaborative Wealth Management
Florida
$3.81M -$104K -2,085 -3%
GRP
211
Global Retirement Partners
California
$3.81M -$298K -5,690 -7%
GWSG
212
GPS Wealth Strategies Group
Colorado
$3.71M +$800K +15,960 +27%
OPPS
213
Obsidian Personal Planning Solutions
Maryland
$3.64M -$1.86M -37,167 -34%
TC
214
Trilogy Capital
California
$3.64M +$315K +6,279 +9%
CF
215
Centaurus Financial
California
$3.62M +$3.36M +67,088 +1,311%
IA
216
Integrity Advisory
Kansas
$3.58M +$292K +5,836 +9%
CFG
217
Cooper Financial Group
California
$3.51M -$79.7K -1,591 -2%
PWA
218
Providence Wealth Advisors
Illinois
$3.49M -$43.4K -861 -1%
HI
219
Harbour Investments
Wisconsin
$3.48M – – –
RIS
220
Retirement Income Solutions
Michigan
$3.38M +$426K +8,353 +14%
AFP
221
Ausdal Financial Partners
Iowa
$3.32M +$1.36M +27,134 +69%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$3.32M -$39.5K -789 -1%
AWA
223
Arete Wealth Advisors
Illinois
$3.27M +$1.25M +25,019 +62%
SWA
224
Stratos Wealth Advisors
Ohio
$3.24M +$2.88M +57,438 +802%
OAM
225
Oppenheimer Asset Management
New York
$3.2M – – –
7 8
9
10 11