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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

458 hedge funds and large institutions have $5.47B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 174 increasing their positions, 172 reducing their positions, and 27 closing their positions.

Holders
458
Holders Change
+40
Holders Change %
+9.57%
% of All Funds
9.41%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.48%
New
70
Increased
174
Reduced
172
Closed
27
Calls
$1.24M
Puts
$693K
Net Calls
+$551K
Net Calls Change
+$1.3M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$301M
2
PI
2
PFS Investments
Georgia
$129M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$140M
4
LPL Financial
4
LPL Financial
California
$221M
5
SCM
5
SCS Capital Management
Massachusetts
$54.1M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$232K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$457M
3
Bank of America
3
Bank of America
North Carolina
$154M
4
UBS Group
4
UBS Group
Switzerland
$90.6M
5
BL
5
Balentine LLC
Georgia
$57.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$457M 10,162,818 -1,731,743 -15%
Osaic Holdings
2
Osaic Holdings
Arizona
$335M 7,467,270 -437,736 -6%
HI
3
Horizon Investments
North Carolina
$301M 6,690,138 +4,100,787 +158%
LPL Financial
4
LPL Financial
California
$221M 4,915,411 +1,851,616 +60%
VA
5
Valmark Advisers
Ohio
$207M 4,604,602 -262,132 -5%
Bank of America
6
Bank of America
North Carolina
$154M 3,418,240 -619,685 -15%
Morgan Stanley
7
Morgan Stanley
New York
$143M 3,190,323 +720,967 +29%
Financial Engines Advisors
8
Financial Engines Advisors
California
$140M 3,124,286 +1,903,954 +156%
CCMG
9
Clark Capital Management Group
Pennsylvania
$136M 3,034,420 -235,775 -7%
PI
10
PFS Investments
Georgia
$129M 2,880,313 +2,024,739 +237%
Stifel Financial
11
Stifel Financial
Missouri
$116M 2,571,383 -108,479 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$113M 2,507,607 +676,944 +37%
Ameriprise
13
Ameriprise
Minnesota
$108M 2,409,183 -149,518 -6%
UBS Group
14
UBS Group
Switzerland
$90.6M 2,017,746 -606,304 -23%
NAS
15
Nicolet Advisory Services
Wisconsin
$85.7M 1,907,772 -4,965 -0.3%
FI
16
FormulaFolio Investments
Michigan
$71.2M 1,585,455 +753,448 +91%
CDIA
17
Capital Directions Investment Advisors
Georgia
$67M 1,491,907 -123,634 -8%
OPS
18
Orion Portfolio Solutions
Nebraska
$62.5M 1,391,920 +45,331 +3%
HB
19
Homrich & Berg
Georgia
$61.5M 1,369,935 +471,126 +52%
AA
20
Advisory Alpha
Michigan
$61.5M 1,243,375 -55,888 -4%
BL
21
Balentine LLC
Georgia
$57.6M 1,282,691 -514,570 -29%
Wells Fargo
22
Wells Fargo
California
$56.7M 1,261,556 +159,486 +14%
FWM
23
Focused Wealth Management
New York
$56.1M 1,249,866 +3,895 +0.3%
PPA
24
Parametric Portfolio Associates
Washington
$55.9M 1,244,906 -508,497 -29%
AF
25
Allworth Financial
California
$55.4M 1,233,379 +22,372 +2%
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