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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

199 hedge funds and large institutions have $1.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
4.56%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
43
Increased
98
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$203M
2
AssetMark Inc
2
AssetMark Inc
California
$73.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.6M
4
UBS Group
4
UBS Group
Switzerland
$49.5M
5
AG
5
Advisor Group
Arizona
$33.9M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$0
2
FFG
2
Ford Financial Group
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$0
4
LWS
4
Lucia Wealth Services
California
$2.01M
5
HI
5
Horizon Investments
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$203M 5,787,109 +3,746,382 +184%
HI
2
Horizon Investments
North Carolina
$113M 3,220,770 -84,475 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.6M 2,236,858 +2,051,635 +1,108%
AssetMark Inc
4
AssetMark Inc
California
$73.7M 2,097,192 +2,097,192 New
Bank of America
5
Bank of America
North Carolina
$57.4M 1,634,057 +256,848 +19%
UBS Group
6
UBS Group
Switzerland
$49.5M 1,408,931 +918,435 +187%
LPL Financial
7
LPL Financial
California
$39.1M 1,112,743 +41,850 +4%
PI
8
PFS Investments
Georgia
$37.6M 1,037,244 +392,832 +61%
Wells Fargo
9
Wells Fargo
California
$35.3M 1,004,965 +240,890 +32%
AG
10
Advisor Group
Arizona
$33.9M 965,720 +910,390 +1,645%
Morgan Stanley
11
Morgan Stanley
New York
$31.5M 896,622 +165,570 +23%
CCMG
12
Clark Capital Management Group
Pennsylvania
$30.9M 879,830 +772,743 +722%
FWM
13
Focused Wealth Management
New York
$29.7M 845,053 +19,257 +2%
DDPOM
14
Delta Dental Plan of Michigan
Michigan
$23.3M 662,132 -10,029 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$21.5M 611,649 -27,723 -4%
IWA
16
Inspirion Wealth Advisors
Illinois
$21.5M 611,534 +16,221 +3%
CWM
17
Cornerstone Wealth Management
Missouri
$21.4M 756,594 +735,194 +3,435%
RA
18
RFG Advisory
Alabama
$15.9M 451,177 +93,340 +26%
NA
19
Nottingham Advisors
New York
$15.2M 421,622 +11,398 +3%
CWSR
20
Chessman Wealth Strategies RIA
Texas
$13.9M 396,644 +265,984 +204%
ACM
21
AlphaStar Capital Management
North Carolina
$13.4M 381,870 +187,786 +97%
RJA
22
Raymond James & Associates
Florida
$12.5M 357,054 +54,165 +18%
JWM
23
Jackson Wealth Management
Florida
$11.8M 316,646 +12,425 +4%
AA
24
Advisory Alpha
Michigan
$11.3M 306,971 +306,971 New
SB
25
Suntrust Banks
Georgia
$11M 313,983 +313,983 New
1
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