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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

54 hedge funds and large institutions have $230M invested in SPDR Portfolio S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
20
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.31M
2
State Street
2
State Street
Massachusetts
$3.08M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$29.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$212K
2
BTS
2
BB&T Securities
Virginia
$3.88M
3
PI
3
Placemark Investments
Illinois
$0
4
NFG
4
Noven Financial Group
Colorado
$2.64M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CDIA
1
Capital Directions Investment Advisors
Georgia
$93.4M 955,993 +5,660 +0.6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.9M 308,277 +19,333 +7%
UCFA
3
United Capital Financial Advisors
Texas
$29.8M 308,183 +19,945 +7%
LPL Financial
4
LPL Financial
California
$17.9M 184,912 +6,127 +3%
Morgan Stanley
5
Morgan Stanley
New York
$10.7M 110,678 +20,157 +22%
Bank of America
6
Bank of America
North Carolina
$5.66M 58,445 +15,327 +36%
UBS Group
7
UBS Group
Switzerland
$5.31M 54,857 +54,857 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.5M 46,464 +1,448 +3%
BTS
9
BB&T Securities
Virginia
$3.88M 4,010 -1,050 -21%
Wells Fargo
10
Wells Fargo
California
$3.37M 34,769 +12,726 +58%
State Street
11
State Street
Massachusetts
$3.08M 31,901 +31,901 New
NFG
12
Noven Financial Group
Colorado
$2.64M 27,261 -3,617 -12%
RJA
13
Raymond James & Associates
Florida
$2.16M 22,318 -143 -0.6%
CS
14
Credit Suisse
Switzerland
$1.9M 19,633 -12 -0.1%
Citadel Advisors
15
Citadel Advisors
Florida
$1.67M 17,292 +17,292 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.53M 15,784 -1,951 -11%
SG Americas Securities
17
SG Americas Securities
New York
$1.34M 13,795 +13,795 New
HighTower Advisors
18
HighTower Advisors
Illinois
$1.09M 11,214 +1,700 +18%
ALA
19
Atherton Lane Advisers
California
$1.08M 11,115 +35 +0.3%
Ameriprise
20
Ameriprise
Minnesota
$989K 10,212 +8,372 +455%
FIM
21
Freedom Investment Management
Connecticut
$918K 9,474 -137 -1%
Jane Street
22
Jane Street
New York
$763K 7,874 +7,874 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$740K 7,603 +3,165 +71%
Creative Planning
24
Creative Planning
Kansas
$547K 5,645 +1,524 +37%
PTC
25
Private Trust Company
Ohio
$506K 5,243 +4,872 +1,313%
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