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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

171 hedge funds and large institutions have $810M invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
171
Holders Change
+40
Holders Change %
+30.53%
% of All Funds
3.92%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.41%
New
51
Increased
76
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$111M
2
VA
2
Valmark Advisers
Ohio
$68.4M
3
FWM
3
Focused Wealth Management
New York
$27.7M
4
PI
4
PFS Investments
Georgia
$21.4M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$20M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.2M
2
PCG
2
Private Capital Group
Connecticut
$48K
3
VFA
3
Voya Financial Advisors
Connecticut
$0
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$73.4M
5
XS
5
XR Securities
Illinois
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
1
Horizon Investments
North Carolina
$111M 3,305,245 +3,305,245 New
CDIA
2
Capital Directions Investment Advisors
Georgia
$73.4M 2,188,789 -42,748 -2%
VA
3
Valmark Advisers
Ohio
$68.4M 2,040,727 +2,040,727 New
Bank of America
4
Bank of America
North Carolina
$46.2M 1,377,209 +549,249 +66%
LPL Financial
5
LPL Financial
California
$35.9M 1,070,893 +169,325 +19%
FWM
6
Focused Wealth Management
New York
$27.7M 825,796 +825,796 New
Wells Fargo
7
Wells Fargo
California
$25.6M 764,075 +244,729 +47%
Morgan Stanley
8
Morgan Stanley
New York
$24.5M 731,052 +208,517 +40%
DDPOM
9
Delta Dental Plan of Michigan
Michigan
$22.5M 672,161 +26,039 +4%
AIA
10
Allegis Investment Advisors
Idaho
$21.6M 645,307 +105,461 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$21.4M 639,372 +12,117 +2%
PI
12
PFS Investments
Georgia
$21.4M 644,412 +644,412 New
IWA
13
Inspirion Wealth Advisors
Illinois
$20M 595,313 +595,313 New
UBS Group
14
UBS Group
Switzerland
$16.4M 490,496 +3,426 +0.7%
FFG
15
Ford Financial Group
California
$15.2M 452,196 +63,274 +16%
NA
16
Nottingham Advisors
New York
$14.7M 410,224 +387,375 +1,695%
RA
17
RFG Advisory
Alabama
$12M 357,837 +307,996 +618%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$10.7M 321,568 +129,982 +68%
JWM
19
Jackson Wealth Management
Florida
$10.2M 304,221 +2,574 +0.9%
RJA
20
Raymond James & Associates
Florida
$10.2M 302,889 -66,382 -18%
FFS
21
Founders Financial Securities
Maryland
$9.03M 269,234 +269,234 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.78M 231,949 +68,029 +42%
Ameriprise
23
Ameriprise
Minnesota
$7.35M 219,374 +15,949 +8%
ACM
24
AlphaStar Capital Management
North Carolina
$6.51M 194,084 +110,795 +133%
SIA
25
Starfire Investment Advisers
Michigan
$6.49M 193,712 +193,712 New
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