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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 %
BRWA
351
B. Riley Wealth Advisors
Florida
$3.68M -$5.08M -78,111 -58%
TI
352
Tidal Investments
Wisconsin
$3.63M -$919K -14,129 -20%
AO
353
Advisor OS
Illinois
$3.58M -$621K -9,548 -15%
OPS
354
Orion Portfolio Solutions
Nebraska
$3.48M -$53.5M -829,996 -94%
BCI
355
Brinker Capital Investments
Pennsylvania
$3.48M -$53.5M -829,996 -94%
MCM
356
MidAtlantic Capital Management
Virginia
$3.46M +$3.46M +53,124 New
BBWP
357
Beacon Bridge Wealth Partners
Pennsylvania
$3.45M +$1.07M +16,435 +45%
LSIA
358
LaSalle St. Investment Advisors
Illinois
$3.36M -$33.2K -51 -1%
MWM
359
Modera Wealth Management
New Jersey
$3.34M -$30.8K -473 -0.9%
WWM
360
WJ Wealth Management
Arizona
$3.3M +$672K +10,326 +26%
CWA
361
Centennial Wealth Advisory
Michigan
$3.29M -$4.37M -67,109 -57%
AWM
362
Avior Wealth Management
Nebraska
$3.28M +$26.6K +409 +0.8%
SWA
363
Stratos Wealth Advisors
Ohio
$3.26M +$182K +2,792 +6%
AIM
364
Aspen Investment Management
Michigan
$3.23M +$348K +5,355 +12%
CAS
365
Coppell Advisory Solutions
Texas
$3.22M +$2.37M +36,428 +278%
LIA
366
Luken Investment Analytics
Tennessee
$3.14M -$34.5K -530 -1%
BA
367
Bristlecone Advisors
Washington
$3.09M +$696K +10,698 +29%
WA
368
Wambolt & Associates
Colorado
$3.08M +$626K +9,620 +26%
AWA
369
Arete Wealth Advisors
Illinois
$3.08M +$2.12M +32,630 +223%
PWG
370
Private Wealth Group
Florida
$3.01M +$3.01M +46,198 New
WFP
371
Wrenne Financial Planning
Kentucky
$2.99M +$2.99M +45,885 New
GWA
372
Gratus Wealth Advisors
Virginia
$2.93M +$2.93M +45,000 New
HGERS
373
Householder Group Estate & Retirement Specialist
Arizona
$2.92M -$488K -7,510 -14%
QCG
374
Quadrant Capital Group
Ohio
$2.9M +$65 +1 +0%
BC
375
Burney Company
Virginia
$2.88M +$677K +10,403 +31%
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