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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

910 hedge funds and large institutions have $17.2B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 316 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+92
Holders Change %
+11.25%
% of All Funds
13.34%
Holding in Top 10
167
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+15.97%
% of All Funds
2.45%
New
136
Increased
357
Reduced
316
Closed
37
Calls
$11.4M
Puts
$4.9M
Net Calls
+$6.5M
Net Calls Change
+$2.23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$437M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$225M
3
LPL Financial
LPL Financial
California
+$216M
4
HI
Horizon Investments
North Carolina
+$145M
5
Ameriprise
Ameriprise
Minnesota
+$123M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$294M
2
Osaic Holdings
Osaic Holdings
Arizona
-$276M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$149M
4
SF
Synovus Financial
Georgia
-$80.4M
5
OPS
Orion Portfolio Solutions
Nebraska
-$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
226
Boyd Wealth Management
California
$8.24M -$20.7M -318,581 -72%
AFTS
227
American Financial & Tax Strategies
New York
$8.21M +$8.21M +126,238 New
SFMG
228
Sage Financial Management Group
Virginia
$8.11M -$138K -2,121 -2%
MPW
229
Melone Private Wealth
Michigan
$8.01M -$857K -13,173 -10%
EFG
230
Ethos Financial Group
Pennsylvania
$7.87M -$4.29K -66 -0.1%
ARC
231
Advisor Resource Council
Texas
$7.87M +$7.87M +120,945 New
IWN
232
Independent Wealth Network
Iowa
$7.8M +$54.5K +837 +0.7%
GG
233
GenWealth Group
New Jersey
$7.56M +$216K +3,319 +3%
FIM
234
Freedom Investment Management
Connecticut
$7.52M +$599K +9,205 +9%
QC
235
Quent Capital
New York
$7.44M +$401K +6,166 +6%
MPM
236
Meritage Portfolio Management
Kansas
$7.38M -$260K -4,001 -3%
CIM
237
Confluence Investment Management
Missouri
$7.36M +$56.6K +870 +0.8%
BWG
238
Balanced Wealth Group
Ohio
$7.32M +$7.32M +112,537 New
WFA
239
Wellspring Financial Advisors
Ohio
$7.29M -$449K -6,896 -6%
OPWM
240
Oxinas Partners Wealth Management
Indiana
$7.27M -$167K -2,567 -2%
1SB
241
1ST Source Bank
Indiana
$7.24M -$42.7K -657 -0.6%
LF
242
LifePlan Financial
Minnesota
$7.11M +$7.11M +109,216 New
AF
243
Apollon Financial
South Carolina
$6.98M +$6.98M +107,243 New
BFG
244
Buttonwood Financial Group
Missouri
$6.97M +$120K +1,849 +2%
RWA
245
Rooted Wealth Advisors
Illinois
$6.89M -$185K -2,667 -3%
CWM
246
Collaborative Wealth Management
Florida
$6.73M +$451K +6,932 +7%
TC
247
TAGStone Capital
North Carolina
$6.71M +$49.9K +767 +0.7%
UCFA
248
United Capital Financial Advisors
Texas
$6.54M -$603K -9,269 -8%
PA
249
Probity Advisors
Texas
$6.51M -$396K -6,080 -6%
OPPS
250
Obsidian Personal Planning Solutions
Maryland
$6.44M +$266K +4,086 +4%
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