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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 %
AT
376
American Trust
Kentucky
$2.88M -$454K -6,981 -14%
TW
377
Towerpoint Wealth
California
$2.84M -$207K -3,178 -7%
Northern Trust
378
Northern Trust
Illinois
$2.83M +$19.1K +293 +0.7%
Renaissance Technologies
379
Renaissance Technologies
New York
$2.69M +$2.38M +36,600 +779%
ASN
380
Advisory Services Network
Georgia
$2.68M +$115K +1,766 +4%
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$2.66M +$202K +3,103 +8%
JWCA
382
J.W. Cole Advisors
Florida
$2.64M +$411K +6,319 +18%
GAG
383
GM Advisory Group
New York
$2.64M +$557K +8,560 +27%
ETIA
384
Epic Trust Investment Advisors
Washington
$2.62M +$111K +1,699 +4%
ISB
385
Iowa State Bank
Iowa
$2.61M +$65.3K +1,003 +3%
FFA
386
Fragasso Financial Advisors
Pennsylvania
$2.57M -$233K -3,581 -8%
SWA
387
Sightline Wealth Advisors
Connecticut
$2.51M +$570K +8,762 +29%
VVP
388
Venture Visionary Partners
Ohio
$2.48M +$493K +7,572 +25%
WP
389
WealthShield Partners
North Carolina
$2.47M -$41.4K -637 -2%
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$2.46M +$73.8K +1,135 +3%
Mirae Asset Global Investments
391
Mirae Asset Global Investments
South Korea
$2.45M -$13M -200,000 -84%
PIFP
392
Partners in Financial Planning
Virginia
$2.38M -$63K -968 -3%
BHBT
393
Burke & Herbert Bank & Trust
Virginia
$2.38M +$124K +1,908 +6%
SA
394
Scarborough Advisors
Maryland
$2.37M +$35K +538 +1%
YIA
395
YHB Investment Advisors
Connecticut
$2.34M -$75.5K -1,161 -3%
WAOI
396
Wealth Advisors of Iowa
Iowa
$2.29M +$342K +5,257 +18%
CJ
397
Caitlin John
Michigan
$2.23M +$2.23M +34,244 New
MWC
398
MBM Wealth Consultants
Missouri
$2.23M +$104K +1,513 +5%
SW
399
SkyOak Wealth
Michigan
$2.22M -$8.39K -129 -0.4%
Lido Advisors
400
Lido Advisors
California
$2.21M +$239K +3,671 +12%
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16
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