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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 %
SPIA
301
Steward Partners Investment Advisory
New York
$4.91M +$2.24M +34,443 +84%
FAAM
302
First Ascent Asset Management
Colorado
$4.89M +$353K +5,424 +8%
SWM
303
Spire Wealth Management
Virginia
$4.89M -$163K -2,424 -3%
PWG
304
Portside Wealth Group
Utah
$4.87M -$84.6K -1,301 -2%
AI
305
Auour Investments
Massachusetts
$4.83M +$115K +1,695 +2%
UWM
306
USAdvisors Wealth Management
Minnesota
$4.83M +$4.83M +74,180 New
CA
307
Cetera Advisors
Colorado
$4.82M -$750K -11,527 -13%
TW
308
Transform Wealth
Colorado
$4.79M -$137K -2,103 -3%
WFPG
309
Waller Financial Planning Group
Ohio
$4.63M -$112K -1,727 -2%
LA
310
LexAurum Advisors
Kansas
$4.59M +$280K +4,299 +6%
IA
311
IFP Advisors
Florida
$4.57M -$5.15M -79,209 -53%
1IA
312
1834 Investment Advisors
Wisconsin
$4.56M +$129K +1,986 +3%
SAI
313
Systematic Alpha Investments
New Jersey
$4.55M +$4.55M +70,000 New
DWM
314
Dogwood Wealth Management
Kansas
$4.53M +$4.53M +69,633 New
CFG
315
Cooper Financial Group
California
$4.48M -$21.5K -331 -0.5%
JFG
316
JDM Financial Group
Texas
$4.45M +$7.68K +118 +0.2%
MSRI
317
Michael S. Ryan Inc
New York
$4.41M +$214K +3,295 +5%
MSAM
318
Moloney Securities Asset Management
Missouri
$4.38M -$29.4K -452 -0.7%
FFA
319
Farther Finance Advisors
California
$4.38M +$4.28M +65,725 +4,062%
NEWAS
320
N.E.W. Advisory Services
Wisconsin
$4.35M -$2.44M -37,446 -36%
BBP
321
Banco BTG Pactual
Brazil
$4.34M +$4.34M +66,509 New
FC
322
Financial Council
Maryland
$4.3M +$522K +8,029 +14%
RF
323
Rollins Financial
Georgia
$4.28M -$471K -7,246 -10%
RFA
324
Rollins Financial Advisors
New York
$4.28M +$4.28M +65,766 New
GWSG
325
GPS Wealth Strategies Group
Colorado
$4.28M -$4.48M -68,861 -51%
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