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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

543 hedge funds and large institutions have $6.19B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 29 closing their positions.

Holders
543
Holders Change
+64
Holders Change %
+13.36%
% of All Funds
9.63%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.51%
New
102
Increased
201
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$350M
2
AF
2
Allworth Financial
California
$146M
3
LPL Financial
3
LPL Financial
California
$329M
4
KW
4
KWB Wealth
California
$58.2M
5
Ameriprise
5
Ameriprise
Minnesota
$214M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$136M
2
HI
2
Horizon Investments
North Carolina
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$162M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$989K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$683K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$350M 6,336,531 +1,902,647 +43%
LPL Financial
2
LPL Financial
California
$329M 5,952,151 +1,092,344 +22%
VA
3
Valmark Advisers
Ohio
$237M 4,279,439 -59,952 -1%
Ameriprise
4
Ameriprise
Minnesota
$214M 3,877,676 +830,985 +27%
Bank of America
5
Bank of America
North Carolina
$188M 3,395,142 -161,797 -5%
Morgan Stanley
6
Morgan Stanley
New York
$169M 3,049,234 +22,048 +0.7%
Osaic Holdings
7
Osaic Holdings
Arizona
$162M 2,938,437 -4,018,976 -58%
AF
8
Allworth Financial
California
$146M 2,644,261 +1,439,172 +119%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$136M 2,466,554 -8,177,057 -77%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$136M 2,464,404 -27,070 -1%
BL
11
Balentine LLC
Georgia
$123M 2,223,196 +88,985 +4%
PPA
12
Parametric Portfolio Associates
Washington
$121M 2,181,382 +92,116 +4%
Stifel Financial
13
Stifel Financial
Missouri
$113M 2,042,294 +17,269 +0.9%
UBS Group
14
UBS Group
Switzerland
$111M 2,015,924 -409 -0%
NAS
15
Nicolet Advisory Services
Wisconsin
$109M 1,967,345 +12,423 +0.6%
FI
16
FormulaFolio Investments
Michigan
$108M 1,955,625 -244,093 -11%
HB
17
Homrich & Berg
Georgia
$96.8M 1,750,187 +205,415 +13%
PI
18
PFS Investments
Georgia
$90.5M 1,633,421 -837,986 -34%
CDIA
19
Capital Directions Investment Advisors
Georgia
$74.4M 1,345,618 -66,915 -5%
SCM
20
SCS Capital Management
Massachusetts
$69.4M 1,255,781 +215,146 +21%
FWM
21
Focused Wealth Management
New York
$69M 1,248,528 +7,678 +0.6%
Wells Fargo
22
Wells Fargo
California
$68.3M 1,235,829 -52,265 -4%
AA
23
Advisory Alpha
Michigan
$66.4M 1,201,366 -57,589 -5%
SMM
24
Stadion Money Management
Georgia
$66.4M 1,201,024 – –
TC
25
TownSquare Capital
Utah
$63.5M 1,147,891 +45,142 +4%
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