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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

48 hedge funds and large institutions have $220M invested in SPDR Portfolio S&P 500 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
14
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.4M
2
UCFA
2
United Capital Financial Advisors
Texas
$21.3M
3
AssetMark Inc
3
AssetMark Inc
California
$10M
4
State Street
4
State Street
Massachusetts
$20.2M
5
NFG
5
Noven Financial Group
Colorado
$3.17M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$8.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$305K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.27M
5
VKH
5
Virtu KCG Holdings
New York
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
CDIA
1
Capital Directions Investment Advisors
Georgia
$87.5M 962,708 +16,951 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M 235,765 +195,102 +480%
UCFA
3
United Capital Financial Advisors
Texas
$21.3M 233,841 +194,360 +492%
State Street
4
State Street
Massachusetts
$20.2M 222,382 +106,219 +91%
LPL Financial
5
LPL Financial
California
$16.9M 186,101 -125 -0.1%
AssetMark Inc
6
AssetMark Inc
California
$10M 110,440 +110,440 New
Morgan Stanley
7
Morgan Stanley
New York
$8.5M 93,447 -7,825 -8%
BTS
8
BB&T Securities
Virginia
$4.79M 5,263 – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.08M 44,843 -696 -2%
NFG
10
Noven Financial Group
Colorado
$3.17M 34,870 +34,870 New
U
11
UBS
Switzerland
$3.09M 33,981 +1,191 +4%
Bank of America
12
Bank of America
North Carolina
$2.3M 25,271 +3,002 +13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.27M 24,930 -3,698 -13%
RJA
14
Raymond James & Associates
Florida
$2.09M 22,980 +129 +0.6%
CS
15
Credit Suisse
Switzerland
$1.75M 19,278 +127 +0.7%
Wells Fargo
16
Wells Fargo
California
$1.62M 17,831 +4,616 +35%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.4M 15,411 +4 +0%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1.35M 14,799 +4,211 +40%
HighTower Advisors
19
HighTower Advisors
Illinois
$866K 9,524 -116 -1%
ALA
20
Atherton Lane Advisers
California
$860K 9,455 +9,455 New
FIM
21
Freedom Investment Management
Connecticut
$823K 9,052 -327 -3%
LIA
22
LBMC Investment Advisors
Tennessee
$407K 4,478 – –
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$367K 4,038 +4,038 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$360K 3,965 +2,157 +119%
SI
25
SII Investments
Wisconsin
$351K 3,851 -576 -13%
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