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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.09%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$1B
2
LPL Financial
2
LPL Financial
California
$1.14B
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.19B
4
ACM
4
AlphaStar Capital Management
North Carolina
$109M
5
SC
5
Savant Capital
Illinois
$64.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$170M
2
BlackRock
2
BlackRock
New York
$15K
3
Ameriprise
3
Ameriprise
Minnesota
$202M
4
FFG
4
Ford Financial Group
California
$383K
5
KAS
5
Kestra Advisory Services
Texas
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.19B 21,540,136 +1,972,014 +10%
LPL Financial
2
LPL Financial
California
$1.14B 20,650,796 +2,035,999 +11%
FCAS
3
First Command Advisory Services
Texas
$1B 18,111,586 +7,269,249 +67%
Morgan Stanley
4
Morgan Stanley
New York
$283M 5,109,671 +272,776 +6%
EH
5
Equitable Holdings
New York
$263M 4,757,030 +94,720 +2%
AF
6
Allworth Financial
California
$258M 4,660,065 +373,862 +9%
VA
7
Valmark Advisers
Ohio
$257M 4,642,281 +217,820 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$202M 3,651,976 +660,375 +22%
Ameriprise
9
Ameriprise
Minnesota
$202M 3,649,817 -542,006 -13%
UBS Group
10
UBS Group
Switzerland
$193M 3,491,810 +52,471 +2%
HI
11
Horizon Investments
North Carolina
$189M 3,418,580 +1,086,108 +47%
HWM
12
HB Wealth Management
Georgia
$186M 3,503,816 +243,754 +7%
Bank of America
13
Bank of America
North Carolina
$170M 3,076,962 -1,384,525 -31%
Osaic Holdings
14
Osaic Holdings
Arizona
$156M 2,812,029 +104,995 +4%
AA
15
Advisory Alpha
Michigan
$138M 2,492,197 +20,468 +0.8%
RA
16
RFG Advisory
Alabama
$134M 2,414,806 +55,811 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$129M 2,329,347 -258,399 -10%
WJA
18
Willis Johnson & Associates
Texas
$122M 2,201,179 +228,833 +12%
OWM
19
Orgel Wealth Management
Wisconsin
$115M 2,079,831 +114,081 +6%
PI
20
PFS Investments
Georgia
$115M 2,067,639 +511,512 +33%
NAS
21
Nicolet Advisory Services
Wisconsin
$112M 2,014,592 +91,179 +5%
ACM
22
AlphaStar Capital Management
North Carolina
$109M 2,008,073 +1,446,497 +258%
Corient Private Wealth
23
Corient Private Wealth
Florida
$104M 1,884,369 +275,082 +17%
Wells Fargo
24
Wells Fargo
California
$99.8M 1,803,631 +183,305 +11%
PAG
25
Private Advisor Group
New Jersey
$97.4M 1,759,173 -210,678 -11%
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