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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

268 hedge funds and large institutions have $1.68B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 36 closing their positions.

Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
5.98%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.67%
New
68
Increased
111
Reduced
65
Closed
36
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$368K

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$43.4M
2
BL
2
Balentine LLC
Georgia
$43.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.7M
4
Bank of America
4
Bank of America
North Carolina
$88.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$31.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.1M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$16.2M
4
AG
4
Advisor Group
Arizona
$16.5M
5
HI
5
Horizon Investments
North Carolina
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$186M 5,715,897 +91,816 +2%
HI
2
Horizon Investments
North Carolina
$163M 5,029,254 -881,844 -15%
Bank of America
3
Bank of America
North Carolina
$88.8M 2,731,403 +990,702 +57%
CDIA
4
Capital Directions Investment Advisors
Georgia
$63.3M 1,947,056 -52,254 -3%
PI
5
PFS Investments
Georgia
$61.9M 1,854,791 -49,849 -3%
LPL Financial
6
LPL Financial
California
$50.2M 1,544,088 +78,517 +5%
UBS Group
7
UBS Group
Switzerland
$48.5M 1,493,172 +221,047 +17%
PPA
8
Parametric Portfolio Associates
Washington
$43.4M 1,335,650 +1,335,650 New
BL
9
Balentine LLC
Georgia
$43.4M 1,335,650 +1,335,650 New
Morgan Stanley
10
Morgan Stanley
New York
$40.6M 1,247,983 +321,523 +35%
TC
11
TownSquare Capital
Utah
$38.9M 1,098,494 +1,098,494 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$38.1M 1,173,570 -4,780,064 -80%
Goldman Sachs
13
Goldman Sachs
New York
$35.7M 1,099,434 +1,067,746 +3,370%
AF
14
Allworth Financial
California
$35.5M 1,091,268 +37,885 +4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$31.1M 957,952 +563,213 +143%
Wells Fargo
16
Wells Fargo
California
$28.3M 870,860 -143,007 -14%
FWM
17
Focused Wealth Management
New York
$27.3M 839,789 -29,128 -3%
Ameriprise
18
Ameriprise
Minnesota
$27M 832,489 +553,546 +198%
RJA
19
Raymond James & Associates
Florida
$24.2M 744,821 +51,490 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$23.5M 724,221 +111,977 +18%
RCIM
21
Red Cedar Investment Management
Michigan
$20.8M 640,360 +22,116 +4%
IWA
22
Inspirion Wealth Advisors
Illinois
$19.9M 612,930 -31,097 -5%
FNT
23
First National Trust
Pennsylvania
$19.4M 598,085 +257,305 +76%
NA
24
Nottingham Advisors
New York
$17.9M 449,438 +27,634 +7%
AG
25
Advisor Group
Arizona
$16.5M 506,574 -1,744,959 -78%
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