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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$550M
2
Financial Engines Advisors
Financial Engines Advisors
California
$992M
3
LPL Financial
LPL Financial
California
$943M
4
B
Bridgeworth
Alabama
$77.9M
5
SF
Synovus Financial
Georgia
$70M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$3.17B
2
OCM
One Capital Management
California
$16.1M
3
Ameriprise
Ameriprise
Minnesota
$212M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.2M
5
MCM
Mainstay Capital Management
Michigan
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
201
Rooted Wealth Advisors
Illinois
$5.28M +$5.28M +104,152 New
TC
202
TAGStone Capital
North Carolina
$5.27M -$861 -17 -0%
SWP
203
Stratos Wealth Partners
Ohio
$5.17M +$1.2M +23,684 +30%
TFA
204
Tobias Financial Advisors
Florida
$5.17M -$359K -7,082 -6%
PA
205
Probity Advisors
Texas
$5.17M +$413K +8,141 +9%
DWM
206
Drive Wealth Management
Utah
$5.13M +$4.79M +94,439 +1,379%
WWM
207
Western Wealth Management
Colorado
$5.04M -$4.59M -90,541 -48%
MWM
208
Meridian Wealth Management
Kentucky
$5.01M -$96.5K -1,904 -2%
WP
209
WealthPLAN Partners
Nebraska
$5M +$5M +91,437 New
WIM
210
WealthPlan Investment Management
Nebraska
$4.99M +$4.14M +75,803 +486%
RZH
211
Relyea Zuckerberg Hanson
Connecticut
$4.94M -$371K -7,329 -7%
MWA
212
Motive Wealth Advisors
Michigan
$4.94M -$32.4K -640 -0.7%
FCMT
213
Founders Capital Management (Texas)
Texas
$4.87M -$14.5K -287 -0.3%
MPW
214
Melone Private Wealth
Michigan
$4.85M +$107K +2,119 +2%
RFS
215
Retirement Financial Solutions
Tennessee
$4.73M +$4.73M +93,379 New
BPA
216
Beacon Pointe Advisors
California
$4.72M +$2.01M +39,756 +75%
CAL
217
Capital Analysts LLC
Pennsylvania
$4.68M +$2.64M +52,078 +129%
PFG
218
PAX Financial Group
Texas
$4.67M +$3.75K +74 +0.1%
IPW
219
Intergy Private Wealth
Colorado
$4.67M -$373K -7,363 -7%
TW
220
Transform Wealth
Colorado
$4.55M -$78.2K -1,543 -2%
TCA
221
Transcend Capital Advisors
New Jersey
$4.38M -$258K -5,082 -6%
ODIJL
222
One Day In July LLC
Vermont
$4.38M +$4.38M +86,392 New
SCA
223
Snowden Capital Advisors
New York
$4.37M +$10.5K +207 +0.2%
DWM
224
Denver Wealth Management
Colorado
$4.23M +$4.23M +83,406 New
Baird Financial Group
225
Baird Financial Group
Wisconsin
$4.13M +$113K +2,234 +3%
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