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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

795 hedge funds and large institutions have $13B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 270 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+40
Holders Change %
+5.3%
% of All Funds
12.54%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.18%
New
83
Increased
340
Reduced
270
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K

Top Buyers

1
AF
Allworth Financial
California
+$429M
2
LPL Financial
LPL Financial
California
+$71.7M
3
OWM
Orgel Wealth Management
Wisconsin
+$60.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$58.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.4M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.08B
2
ACM
AlphaStar Capital Management
North Carolina
-$37.2M
3
AAS
Ameritas Advisory Services
Nebraska
-$30.5M
4
GVAG
Great Valley Advisor Group
Delaware
-$14.4M
5
OHIS
Oak Harvest Investment Services
Texas
-$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
201
Capital Analysts LLC
Pennsylvania
$7.41M +$228K +3,729 +3%
RFS
202
Retirement Financial Solutions
Tennessee
$7.34M +$768K +12,592 +12%
JCM
203
Jacobi Capital Management
Pennsylvania
$7.32M +$6.89M +112,878 +1,581%
WFA
204
Wellspring Financial Advisors
Ohio
$7.21M +$145K +2,374 +2%
UCFA
205
United Capital Financial Advisors
Texas
$7.15M -$641K -10,499 -8%
OPWM
206
Oxinas Partners Wealth Management
Indiana
$7.13M -$1.2M -19,703 -14%
CGFA
207
Colton Groome Financial Advisors
North Carolina
$7.11M -$964K -15,805 -12%
GG
208
GenWealth Group
New Jersey
$7.09M +$241K +3,948 +4%
DI
209
DFPG Investments
Utah
$7.08M +$1.72M +27,515 +32%
1SB
210
1ST Source Bank
Indiana
$6.98M +$66.9K +1,096 +1%
SAM
211
Securian Asset Management
Minnesota
$6.94M -$1.64M -26,800 -19%
CIM
212
Confluence Investment Management
Missouri
$6.79M -$404K -6,615 -6%
QC
213
Quent Capital
New York
$6.75M -$62.4K -1,022 -0.9%
DWM
214
Dakota Wealth Management
Florida
$6.72M +$462K +7,577 +7%
IWN
215
Independent Wealth Network
Iowa
$6.67M +$83.5K +1,368 +1%
BFG
216
Buttonwood Financial Group
Missouri
$6.6M +$6.6M +106,135 New
T
217
TRUADVICE
Florida
$6.51M +$4.68M +76,720 +256%
PA
218
Probity Advisors
Texas
$6.46M +$6.46M +105,902 New
IWP
219
IAG Wealth Partners
Wisconsin
$6.36M -$171K -2,810 -3%
TC
220
TAGStone Capital
North Carolina
$6.27M -$184K -3,015 -3%
Bank Julius Baer & Co
221
Bank Julius Baer & Co
Switzerland
$6.22M +$6.22M +101,984 New
GA
222
GoalVest Advisory
New York
$6.19M -$123K -2,013 -2%
OAM
223
Occidental Asset Management
California
$6.15M -$784K -12,857 -11%
AWM
224
Atticus Wealth Management
Florida
$6.15M +$482K +7,896 +8%
EWA
225
EverSource Wealth Advisors
Alabama
$6.13M +$6M +98,314 +4,620%
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