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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 %
GA
251
GoalVest Advisory
New York
$6.38M -$188K -2,883 -3%
FMP
252
Financial Management Professionals
Texas
$6.38M +$21.3K +327 +0.3%
OAM
253
Occidental Asset Management
California
$6.32M -$95.4K -1,466 -1%
USCWA
254
U.S. Capital Wealth Advisors
Texas
$6.27M +$5.32M +81,719 +560%
EWA
255
EverSource Wealth Advisors
Alabama
$6.26M -$859K -13,209 -12%
IWP
256
IAG Wealth Partners
Wisconsin
$6.26M -$206K -3,159 -3%
BPA
257
Beacon Pointe Advisors
California
$6.25M -$68.1K -1,047 -1%
IPW
258
Intergy Private Wealth
Colorado
$6.18M +$274K +4,209 +5%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$6.15M -$256K -3,933 -4%
RW
260
Regimen Wealth
Georgia
$6.14M -$338K -5,191 -5%
IGWM
261
ICA Group Wealth Management
Colorado
$6.12M -$13M -200,014 -68%
AAS
262
Asset Allocation Strategies
Michigan
$6.11M +$2.17M +33,285 +55%
RZH
263
Relyea Zuckerberg Hanson
Connecticut
$6.08M +$46.4K +713 +0.8%
MWM
264
Meridian Wealth Management
Kentucky
$6.04M +$7.28K +112 +0.1%
AC
265
Avestar Capital
New York
$5.95M +$1.52M +23,425 +34%
Baird Financial Group
266
Baird Financial Group
Wisconsin
$5.95M -$317K -4,876 -5%
TFA
267
Tranquilli Financial Advisor
New Jersey
$5.94M +$1.28M +19,613 +27%
EWM
268
Echo Wealth Management
Minnesota
$5.9M -$6.74M -104,506 -53%
Bank Julius Baer & Co
269
Bank Julius Baer & Co
Switzerland
$5.88M -$3.28M -50,448 -36%
AAS
270
Avantax Advisory Services
Texas
$5.82M +$60.2K +925 +1%
HI
271
Harbour Investments
Wisconsin
$5.79M +$264K +4,061 +5%
CFGF
272
Compass Financial Group (Florida)
Florida
$5.74M +$61.9K +952 +1%
AI
273
Atria Investments
North Carolina
$5.72M +$3.11M +47,747 +119%
SAM
274
Sequent Asset Management
Texas
$5.71M -$42K -645 -0.7%
GFG
275
Goldstone Financial Group
Illinois
$5.63M +$1.09M +16,795 +24%
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