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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 %
US Bancorp
426
US Bancorp
Minnesota
$1.88M -$435K -6,686 -19%
CIAS
427
Capital Investment Advisory Services
North Carolina
$1.85M +$53.7K +826 +3%
BW
428
BIP Wealth
Georgia
$1.85M +$87.8K +1,349 +5%
FIM
429
Fernwood Investment Management
Massachusetts
$1.84M +$131K +2,018 +8%
NF
430
Nvest Financial
New Hampshire
$1.83M +$174K +2,668 +10%
Millennium Management
431
Millennium Management
New York
$1.83M +$581K +8,930 +47%
AIP
432
Ameritas Investment Partners
Nebraska
$1.8M -$33.6K -516 -2%
SF
433
Safeguard Financial
Wisconsin
$1.78M -$11.1K -170 -0.6%
William Blair & Company
434
William Blair & Company
Illinois
$1.77M -$57.8K -889 -3%
RIA
435
Regal Investment Advisors
Michigan
$1.75M +$100K +1,544 +6%
MP
436
McDonald Partners
Ohio
$1.72M -$47.1K -724 -3%
ELI
437
Empire Life Investments
Ontario, Canada
$1.72M -$163K -2,500 -9%
OBWG
438
Onyx Bridge Wealth Group
New York
$1.71M -$29.7K -456 -2%
RMAM
439
Raab & Moskowitz Asset Management
New Jersey
$1.68M +$19.5K +300 +1%
OIA
440
OneDigital Investment Advisors
Kansas
$1.67M -$180K -2,772 -10%
IP
441
Ignite Planners
California
$1.67M -$69.2K -1,081 -4%
IA
442
IFG Advisory
Georgia
$1.65M +$802K +11,289 +94%
CBC
443
Coombe, Bender & Co
New York
$1.65M +$49.7K +764 +3%
IWS
444
Integrity Wealth Solutions
Colorado
$1.64M +$1.64M +25,236 New
LMKC
445
L.M. Kohn & Company
Ohio
$1.63M +$401K +6,156 +33%
VFPW
446
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.63M +$1.63M +25,024 New
MWM
447
Modern Wealth Management
Kansas
$1.6M +$1.6M +24,658 New
MA
448
MONECO Advisors
Connecticut
$1.59M -$55.7K -856 -3%
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$191K +2,929 +14%
Focus Partners Wealth
450
Focus Partners Wealth
Massachusetts
$1.57M +$1.57M +24,058 New
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