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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$425M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$281M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$117M
4
Stifel Financial
4
Stifel Financial
Missouri
$95.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$65.4M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$2.33M
2
AssetMark Inc
2
AssetMark Inc
California
$47K
3
Bank of America
3
Bank of America
North Carolina
$144M
4
Ameriprise
4
Ameriprise
Minnesota
$91.5M
5
PC
5
Permanens Capital
New York
$952K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$425M 11,894,561 +10,326,419 +659%
Osaic Holdings
2
Osaic Holdings
Arizona
$281M 7,905,006 +7,905,006 New
VA
3
Valmark Advisers
Ohio
$174M 4,866,734 -207,462 -4%
Bank of America
4
Bank of America
North Carolina
$144M 4,037,925 -380,771 -9%
CCMG
5
Clark Capital Management Group
Pennsylvania
$117M 3,270,195 +3,270,195 New
LPL Financial
6
LPL Financial
California
$110M 3,063,795 +1,218,747 +66%
SF
7
Synovus Financial
Georgia
$96M 2,686,860 +1,284,262 +92%
Stifel Financial
8
Stifel Financial
Missouri
$95.8M 2,679,862 +2,623,329 +4,640%
UBS Group
9
UBS Group
Switzerland
$93.8M 2,624,050 +350,799 +15%
HI
10
Horizon Investments
North Carolina
$92.5M 2,589,351 +767,572 +42%
Ameriprise
11
Ameriprise
Minnesota
$91.5M 2,558,701 -342,596 -12%
Morgan Stanley
12
Morgan Stanley
New York
$88.3M 2,469,356 +954,777 +63%
NAS
13
Nicolet Advisory Services
Wisconsin
$68.4M 1,912,737 +125,457 +7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$65.4M 1,830,663 +1,537,214 +524%
BL
15
Balentine LLC
Georgia
$64.2M 1,797,261 +842,676 +88%
PPA
16
Parametric Portfolio Associates
Washington
$62.7M 1,753,403 +799,584 +84%
CDIA
17
Capital Directions Investment Advisors
Georgia
$57.7M 1,615,541 -58,501 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$56.7M 1,587,357 -25,405 -2%
AA
19
Advisory Alpha
Michigan
$50.9M 1,299,263 +713,068 +122%
OPS
20
Orion Portfolio Solutions
Nebraska
$48.1M 1,346,589 +1,342,821 +35,638%
TC
21
TownSquare Capital
Utah
$46.2M 1,160,818 -21,411 -2%
FWM
22
Focused Wealth Management
New York
$44.5M 1,245,971 +185,036 +17%
Financial Engines Advisors
23
Financial Engines Advisors
California
$43.6M 1,220,332 +1,013,655 +490%
AF
24
Allworth Financial
California
$43.3M 1,211,007 -20,222 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$39.8M 1,113,700 +161,792 +17%
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