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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

672 hedge funds and large institutions have $7.98B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 339 increasing their positions, 186 reducing their positions, and 52 closing their positions.

Holders
672
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.62%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.04%
New
56
Increased
339
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$798M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$61.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$774M
4
OCM
4
One Capital Management
California
$54M
5
EH
5
Equitable Holdings
New York
$225M

Top Sellers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$60.5M
2
OWM
2
Orgel Wealth Management
Wisconsin
$38.3M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
WCAMG
4
Woodard & Company Asset Management Group
North Carolina
$163K
5
ACM
5
AlphaStar Capital Management
North Carolina
$19.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$798M 15,937,619 +3,344,761 +27%
Financial Engines Advisors
2
Financial Engines Advisors
California
$774M 15,445,815 +855,991 +6%
Ameriprise
3
Ameriprise
Minnesota
$249M 4,934,015 +113,323 +2%
VA
4
Valmark Advisers
Ohio
$234M 4,676,813 +128,232 +3%
Morgan Stanley
5
Morgan Stanley
New York
$234M 4,664,389 +131,692 +3%
EH
6
Equitable Holdings
New York
$225M 4,483,590 +508,310 +13%
Bank of America
7
Bank of America
North Carolina
$205M 4,092,108 +424,254 +12%
AF
8
Allworth Financial
California
$205M 4,091,187 +208,715 +5%
HWM
9
HB Wealth Management
Georgia
$160M 3,198,249 +8,722 +0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$155M 3,089,641 -62,834 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$144M 2,873,436 +184,142 +7%
UBS Group
12
UBS Group
Switzerland
$143M 2,859,964 +144,925 +5%
AA
13
Advisory Alpha
Michigan
$130M 2,603,215 +31,275 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$100M 2,004,153 -64,398 -3%
NAS
15
Nicolet Advisory Services
Wisconsin
$94.9M 1,896,291 +40,915 +2%
WJA
16
Willis Johnson & Associates
Texas
$94.3M 1,882,649 +148,470 +9%
HI
17
Horizon Investments
North Carolina
$86M 1,717,554 +78,304 +5%
Wells Fargo
18
Wells Fargo
California
$84.2M 1,681,488 +166,491 +11%
AWM
19
AE Wealth Management
Kansas
$83.2M 1,660,897 -29,095 -2%
TC
20
TownSquare Capital
Utah
$82.5M 1,646,660 +169,184 +11%
RA
21
RFG Advisory
Alabama
$81.7M 1,611,261 -260,273 -14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$75.9M 1,515,323 +155,557 +11%
PAG
23
Private Advisor Group
New Jersey
$67.8M 1,353,527 +175,437 +15%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$65.8M 1,314,171 -68,163 -5%
FWM
25
Focused Wealth Management
New York
$64.9M 1,294,519 +91,683 +8%
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