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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$609M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$453M
3
FGAM
3
Financial Gravity Asset Management
Texas
$198M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$153M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$149M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
PG
2
Prostatis Group
Maryland
$309K
3
State Street
3
State Street
Massachusetts
$0
4
Bank of America
4
Bank of America
North Carolina
$174M
5
CA
5
CoreCap Advisors
Michigan
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.37B 23,149,326 +1,322,547 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.31B 22,180,268 +182,515 +0.8%
AF
3
Allworth Financial
California
$717M 12,097,025 +407,410 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$609M 10,264,883 +5,918,534 +136%
Osaic Holdings
5
Osaic Holdings
Arizona
$453M 7,647,059 +4,588,180 +150%
Morgan Stanley
6
Morgan Stanley
New York
$341M 5,745,319 +619,609 +12%
Ameriprise
7
Ameriprise
Minnesota
$311M 5,248,532 +1,183,435 +29%
VA
8
Valmark Advisers
Ohio
$288M 4,864,047 +47,526 +1%
EH
9
Equitable Holdings
New York
$274M 4,619,370 -24,980 -0.5%
HI
10
Horizon Investments
North Carolina
$268M 4,520,390 +598,674 +15%
HWM
11
HB Wealth Management
Georgia
$220M 3,826,394 +193,441 +5%
UBS Group
12
UBS Group
Switzerland
$203M 3,426,914 -50,676 -1%
FGAM
13
Financial Gravity Asset Management
Texas
$198M 1,844,352 +1,768,578 +2,334%
OWM
14
Orgel Wealth Management
Wisconsin
$177M 2,992,939 -76,624 -2%
Bank of America
15
Bank of America
North Carolina
$174M 2,927,631 -156,805 -5%
RA
16
RFG Advisory
Alabama
$158M 2,672,864 +62,015 +2%
AA
17
Advisory Alpha
Michigan
$158M 2,671,647 +114,014 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$153M 2,574,308 +2,564,802 +26,981%
CCMG
19
Clark Capital Management Group
Pennsylvania
$149M 2,506,806 +2,506,806 New
PAG
20
Private Advisor Group
New Jersey
$146M 2,465,239 +200,364 +9%
WJA
21
Willis Johnson & Associates
Texas
$135M 2,270,571 +58,053 +3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$132M 2,229,072 -61,788 -3%
AWM
23
AE Wealth Management
Kansas
$122M 2,056,187 +481,103 +31%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$121M 2,041,864 +45,757 +2%
NAS
25
Nicolet Advisory Services
Wisconsin
$113M 1,914,822 +41,868 +2%
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