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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 %
FIC
451
FCG Investment Company
Tennessee
$1.55M +$1.55M +23,873 New
WWS
452
Wellington Wealth Strategies
Indiana
$1.55M +$1.55M +3,266 New
PA
453
Pinnacle Associates
New York
$1.55M +$325 +5 +0%
DWM
454
Drive Wealth Management
Utah
$1.51M -$902K -13,859 -37%
ICP
455
Interchange Capital Partners
Pennsylvania
$1.51M -$181K -2,786 -11%
RW
456
Rede Wealth
Virginia
$1.5M -$185K -2,850 -11%
RCAG
457
Rehmann Capital Advisory Group
Michigan
$1.5M -$299K -4,596 -17%
PRWA
458
Platte River Wealth Advisors
Colorado
$1.5M – – –
LNC
459
Lincoln National Corp
Pennsylvania
$1.5M +$36K +553 +2%
MWM
460
Mission Wealth Management
California
$1.49M -$20.8K -320 -1%
WAM
461
WNY Asset Management
New York
$1.45M +$10.9K +168 +0.8%
PPP
462
Private Portfolio Partners
New Jersey
$1.45M +$390 +6 +0%
Invesco
463
Invesco
Georgia
$1.41M -$18.7K -287 -1%
CFP
464
Curran Financial Partners
South Carolina
$1.41M -$12K -176 -0.8%
ECG
465
Edge Capital Group
Georgia
$1.41M – – –
HAS
466
HBW Advisory Services
California
$1.37M +$47K +722 +4%
CFGS
467
Concourse Financial Group Securities
Alabama
$1.34M +$206K +3,167 +18%
KMWM
468
Keudell/Morrison Wealth Management
Oregon
$1.34M -$40.9K -628 -3%
SFC
469
Strategic Financial Concepts
Texas
$1.32M +$571K +8,776 +76%
PIA
470
Pinion Investment Advisors
Kansas
$1.31M -$17.4K -268 -1%
SFPG
471
Stonebridge Financial Planning Group
Florida
$1.31M +$151K +2,326 +13%
BMD
472
Better Money Decisions
New Mexico
$1.31M -$796K -12,238 -38%
TFG
473
Tilson Financial Group
New Jersey
$1.3M -$107K -1,640 -8%
PWM
474
Power Wealth Management
Georgia
$1.3M +$1.3M +19,929 New
FA
475
FDx Advisors
Illinois
$1.28M -$237K -3,636 -16%
17 18
19
20 21