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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$609M
2
Osaic Holdings
Osaic Holdings
Arizona
$453M
3
FGAM
Financial Gravity Asset Management
Texas
$198M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$153M
5
CCMG
Clark Capital Management Group
Pennsylvania
$149M

Top Sellers

1
PG
Prostatis Group
Maryland
$309K
2
State Street
State Street
Massachusetts
$0
3
Bank of America
Bank of America
North Carolina
$174M
4
CA
CoreCap Advisors
Michigan
$45.1M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
201
Bank Julius Baer & Co
Switzerland
$8.35M +$2.31M +38,892 +38%
CI
202
CX Institutional
Indiana
$8.14M +$4.32M +72,904 +113%
MPW
203
Melone Private Wealth
Michigan
$8.08M +$527K +8,889 +7%
RFS
204
Retirement Financial Solutions
Tennessee
$8.05M +$919K +15,500 +13%
BRWA
205
B. Riley Wealth Advisors
Florida
$7.98M +$7.1M +119,687 +799%
GWSG
206
GPS Wealth Strategies Group
Colorado
$7.98M +$110K +1,851 +1%
DI
207
DAGCO Inc
Ohio
$7.91M +$5.81M +13,541 +278%
WI
208
WrapManager Inc
California
$7.87M -$388K -6,546 -5%
FSA
209
Financial Services Advisory
Maryland
$7.82M -$26.3K -443 -0.3%
CWM
210
Cornerstone Wealth Management
Missouri
$7.77M +$230K +3,887 +3%
IRC
211
Investors Research Corp
Georgia
$7.59M +$279K +4,705 +4%
AssetMark Inc
212
AssetMark Inc
California
$7.54M -$177K -2,985 -2%
SFMG
213
Sage Financial Management Group
Virginia
$7.52M +$141K +2,371 +2%
DWM
214
Dakota Wealth Management
Florida
$7.24M +$707K +11,932 +11%
EFG
215
Ethos Financial Group
Pennsylvania
$7.18M +$7.18M +121,077 New
IWN
216
Independent Wealth Network
Iowa
$7.06M +$580K +9,782 +9%
WFA
217
Wellspring Financial Advisors
Ohio
$7.05M +$44.6K +752 +0.6%
CAL
218
Capital Analysts LLC
Pennsylvania
$7.02M -$178K -3,008 -2%
CWA
219
Centennial Wealth Advisory
Michigan
$6.98M +$3.88M +65,470 +125%
MPM
220
Meritage Portfolio Management
Kansas
$6.96M -$408K -6,877 -6%
OPWM
221
Oxinas Partners Wealth Management
Indiana
$6.78M -$148K -2,489 -2%
GG
222
GenWealth Group
New Jersey
$6.69M -$198K -3,336 -3%
SMF
223
Sterling Manor Financial
New York
$6.68M +$1.14M +19,190 +21%
CIM
224
Confluence Investment Management
Missouri
$6.65M +$55.7K +940 +0.8%
1SB
225
1ST Source Bank
Indiana
$6.64M -$142K -2,391 -2%
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