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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

675 hedge funds and large institutions have $8.05B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 318 increasing their positions, 217 reducing their positions, and 89 closing their positions.

Holders
675
Holders Change
-35
Holders Change %
-4.93%
% of All Funds
11.41%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.91%
New
64
Increased
318
Reduced
217
Closed
89
Calls
$15M
Puts
$7M
Net Calls
+$7.95M
Net Calls Change
+$5.91M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$658M
2
OWM
2
Orgel Wealth Management
Wisconsin
$91.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$763M
4
EH
4
Equitable Holdings
New York
$208M
5
Bank of America
5
Bank of America
North Carolina
$192M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$252M
2
BCM
2
Brookstone Capital Management
Illinois
$3.29M
3
HI
3
Horizon Investments
North Carolina
$85.7M
4
TC
4
Trilogy Capital
California
$3.47M
5
ACM
5
AlphaStar Capital Management
North Carolina
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$763M 14,589,824 +1,700,644 +13%
LPL Financial
2
LPL Financial
California
$658M 12,592,858 +2,331,746 +23%
Ameriprise
3
Ameriprise
Minnesota
$252M 4,820,692 -689,129 -13%
VA
4
Valmark Advisers
Ohio
$238M 4,548,581 +343,093 +8%
Morgan Stanley
5
Morgan Stanley
New York
$237M 4,532,697 +415,049 +10%
EH
6
Equitable Holdings
New York
$208M 3,975,280 +1,290,536 +48%
AF
7
Allworth Financial
California
$203M 3,882,472 +175,556 +5%
Bank of America
8
Bank of America
North Carolina
$192M 3,667,854 +865,394 +31%
HWM
9
HB Wealth Management
Georgia
$167M 3,189,527 +174,943 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$165M 3,152,475 -206,636 -6%
UBS Group
11
UBS Group
Switzerland
$142M 2,715,039 +223,089 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$141M 2,689,294 +238,014 +10%
AA
13
Advisory Alpha
Michigan
$134M 2,571,940 +82,986 +3%
RA
14
RFG Advisory
Alabama
$112M 1,871,534 +45,809 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$108M 2,068,551 -272,871 -12%
NAS
16
Nicolet Advisory Services
Wisconsin
$102M 1,855,376 -185,879 -9%
OWM
17
Orgel Wealth Management
Wisconsin
$91.5M 1,749,347 +1,749,347 New
WJA
18
Willis Johnson & Associates
Texas
$90.7M 1,734,179 +118,660 +7%
AWM
19
AE Wealth Management
Kansas
$88.4M 1,689,992 +25,386 +2%
HI
20
Horizon Investments
North Carolina
$85.7M 1,639,250 -621,919 -28%
Wells Fargo
21
Wells Fargo
California
$79.2M 1,514,997 +87,887 +6%
TC
22
TownSquare Capital
Utah
$77.2M 1,477,476 +178,521 +14%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$72.9M 1,382,334 +145,053 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$71.1M 1,359,766 +36,610 +3%
PI
25
PFS Investments
Georgia
$68.9M 1,318,142 +114,911 +10%
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