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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

719 hedge funds and large institutions have $11.6B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 270 increasing their positions, 196 reducing their positions, and 33 closing their positions.

Holders
719
Holders Change
+119
Holders Change %
+19.83%
% of All Funds
11.1%
Holding in Top 10
126
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.48%
% of All Funds
1.95%
New
168
Increased
270
Reduced
196
Closed
33
Calls
$9.64M
Puts
$24.4M
Net Calls
-$14.7M
Net Calls Change
-$18.5M

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$196M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$999M
3
LPL Financial
3
LPL Financial
California
$676M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$676M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$847M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$45.1M
2
Wells Fargo
2
Wells Fargo
California
$99.5M
3
AIM
3
Astor Investment Management
Illinois
$0
4
ACM
4
AlphaStar Capital Management
North Carolina
$56.4M
5
WEPOG
5
Wealth Enhancement & Preservation of GA
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$999M 13,782,424 +1,335,410 +11%
Financial Engines Advisors
2
Financial Engines Advisors
California
$847M 11,694,188 +1,065,971 +10%
Osaic Holdings
3
Osaic Holdings
Arizona
$676M 9,331,742 +1,148,475 +14%
LPL Financial
4
LPL Financial
California
$676M 9,329,546 +1,260,664 +16%
Ameriprise
5
Ameriprise
Minnesota
$354M 4,883,675 +101,700 +2%
VA
6
Valmark Advisers
Ohio
$295M 4,074,392 -14,642 -0.4%
CCMG
7
Clark Capital Management Group
Pennsylvania
$289M 3,992,376 +594,332 +17%
Morgan Stanley
8
Morgan Stanley
New York
$274M 3,787,624 +150,713 +4%
AF
9
Allworth Financial
California
$241M 3,329,206 +36,448 +1%
HWM
10
HB Wealth Management
Georgia
$196M 2,698,561 +2,698,561 New
Bank of America
11
Bank of America
North Carolina
$192M 2,645,931 -106,278 -4%
EH
12
Equitable Holdings
New York
$182M 2,509,845 +88,129 +4%
AA
13
Advisory Alpha
Michigan
$176M 2,423,870 +374,431 +18%
HI
14
Horizon Investments
North Carolina
$167M 2,297,968 +61,099 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$166M 2,295,472 -3,730 -0.2%
UBS Group
16
UBS Group
Switzerland
$161M 2,226,239 +34,822 +2%
NAS
17
Nicolet Advisory Services
Wisconsin
$142M 1,953,912 -64,703 -3%
RA
18
RFG Advisory
Alabama
$118M 1,634,673 +340,819 +26%
WJA
19
Willis Johnson & Associates
Texas
$114M 1,572,806 +90,119 +6%
AWM
20
AE Wealth Management
Kansas
$113M 1,553,894 -46,722 -3%
OPS
21
Orion Portfolio Solutions
Nebraska
$107M 1,475,703 +257,519 +21%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$100M 1,380,345 +77,889 +6%
Wells Fargo
23
Wells Fargo
California
$99.5M 1,373,322 -670,668 -33%
TC
24
TownSquare Capital
Utah
$98.1M 1,354,043 +140,322 +12%
NP
25
NorthRock Partners
Minnesota
$93.6M 1,291,408 +9,598 +0.7%
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