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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

795 hedge funds and large institutions have $13B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 270 reducing their positions, and 33 closing their positions.

Holders
795
Holders Change
+40
Holders Change %
+5.3%
% of All Funds
12.54%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.18%
New
83
Increased
340
Reduced
270
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K

Top Buyers

1
AF
1
Allworth Financial
California
$713M
2
LPL Financial
2
LPL Financial
California
$1.33B
3
OWM
3
Orgel Wealth Management
Wisconsin
$187M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$122M
5
CA
5
CoreCap Advisors
Michigan
$54.9M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$24.1M
2
ACM
2
AlphaStar Capital Management
North Carolina
$85.3M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.5M
4
GVAG
4
Great Valley Advisor Group
Delaware
$13.4M
5
OHIS
5
Oak Harvest Investment Services
Texas
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.34B 21,997,753 +457,617 +2%
LPL Financial
2
LPL Financial
California
$1.33B 21,826,779 +1,175,983 +6%
AF
3
Allworth Financial
California
$713M 11,689,615 +7,029,550 +151%
Morgan Stanley
4
Morgan Stanley
New York
$313M 5,125,710 +16,039 +0.3%
VA
5
Valmark Advisers
Ohio
$294M 4,816,521 +174,240 +4%
EH
6
Equitable Holdings
New York
$283M 4,644,350 -112,680 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$265M 4,346,349 +694,373 +19%
Ameriprise
8
Ameriprise
Minnesota
$248M 4,065,097 +415,280 +11%
HI
9
Horizon Investments
North Carolina
$239M 3,921,716 +503,136 +15%
HWM
10
HB Wealth Management
Georgia
$215M 3,632,953 +129,137 +4%
UBS Group
11
UBS Group
Switzerland
$212M 3,477,590 -14,220 -0.4%
Bank of America
12
Bank of America
North Carolina
$188M 3,084,436 +7,474 +0.2%
OWM
13
Orgel Wealth Management
Wisconsin
$187M 3,069,563 +989,732 +48%
Osaic Holdings
14
Osaic Holdings
Arizona
$186M 3,058,879 +246,850 +9%
RA
15
RFG Advisory
Alabama
$159M 2,610,849 +196,043 +8%
AA
16
Advisory Alpha
Michigan
$156M 2,557,633 +65,436 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$140M 2,290,860 -38,487 -2%
PAG
18
Private Advisor Group
New Jersey
$138M 2,264,875 +505,702 +29%
PI
19
PFS Investments
Georgia
$138M 2,262,024 +194,385 +9%
WJA
20
Willis Johnson & Associates
Texas
$135M 2,212,518 +11,339 +0.5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$122M 1,996,107 +965,663 +94%
Wells Fargo
22
Wells Fargo
California
$115M 1,878,772 +75,141 +4%
NAS
23
Nicolet Advisory Services
Wisconsin
$113M 1,872,954 -141,638 -7%
Corient Private Wealth
24
Corient Private Wealth
Florida
$113M 1,844,085 -40,284 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$109M 1,789,387 +78,225 +5%
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