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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 %
VW
401
Vance Wealth
California
$2.2M +$23.1K +355 +1%
CAM
402
Cobblestone Asset Management
Virginia
$2.17M +$5.27K +81 +0.2%
MWM
403
Marietta Wealth Management
Georgia
$2.16M – – –
EWA
404
EP Wealth Advisors
California
$2.15M +$1.52M +23,338 +240%
LIA
405
LBMC Investment Advisors
Tennessee
$2.15M +$3.97K +61 +0.2%
FIA
406
Foundations Investment Advisors
Arizona
$2.14M -$802K -11,797 -27%
LTL
407
Lowery Thomas LLC
California
$2.13M -$3.45K -53 -0.2%
WAG
408
Winthrop Advisory Group
Massachusetts
$2.13M +$2.34K +36 +0.1%
RFN
409
RDA Financial Network
Iowa
$2.12M +$1.81M +27,799 +585%
SFS
410
Sowell Financial Services
Arkansas
$2.11M -$2.73M -41,930 -56%
FNWA
411
Financial Network Wealth Advisors
Utah
$2.11M +$2.11M +32,437 New
TFGT
412
TS Financial Group (TSFG)
Illinois
$2.11M -$1.21M -18,603 -36%
TWM
413
Triton Wealth Management
Arizona
$2.06M -$102K -1,615 -5%
MSS
414
Mitchell Sinkler & Starr
Pennsylvania
$2.05M +$2.05M +31,540 New
SFP
415
Shepherd Financial Partners
Massachusetts
$2.05M +$1.1M +16,916 +116%
OWA
416
Opal Wealth Advisors
New York
$2.04M +$192K +2,948 +10%
GEA
417
Glen Eagle Advisors
New Jersey
$2.04M +$189K +2,899 +10%
SIA
418
Soltis Investment Advisors
Utah
$2.03M +$24.5K +376 +1%
WIM
419
WealthPlan Investment Management
Nebraska
$2.02M +$53.7K +826 +3%
SL
420
Salomon & Ludwin
Virginia
$2M – – –
WWA
421
WCG Wealth Advisors
Nevada
$1.99M +$72.3K +1,112 +4%
CA
422
Continuum Advisory
Idaho
$1.96M -$389K -5,986 -17%
GSIS
423
Global Strategic Investment Solutions
Arizona
$1.93M -$1.24M -19,037 -39%
ACM
424
Advance Capital Management
Michigan
$1.92M +$95.5K +1,468 +5%
VFA
425
Valeo Financial Advisors
Indiana
$1.88M -$14.7K -226 -0.8%
15 16
17
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