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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.

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
1
Morgan Stanley
New York
$810M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$256M
3
LPL Financial
3
LPL Financial
California
$1.72B
4
HI
4
Horizon Investments
North Carolina
$439M
5
Ameriprise
5
Ameriprise
Minnesota
$464M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$373M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$222M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
SF
4
Synovus Financial
Georgia
$4.14M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$136M -$9.5M -146,005 -7%
AWM
27
AE Wealth Management
Kansas
$120M -$19.3M -284,081 -14%
Wells Fargo
28
Wells Fargo
California
$120M +$4.13M +63,412 +4%
NP
29
NorthRock Partners
Minnesota
$119M +$59.3M +912,180 +100%
TC
30
TownSquare Capital
Utah
$118M +$2.47M +37,975 +2%
Corient Private Wealth
31
Corient Private Wealth
Florida
$113M -$2.63M -40,403 -2%
NAS
32
Nicolet Advisory Services
Wisconsin
$111M -$9.74M -154,180 -8%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$109M +$21.5M +330,635 +25%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$108M +$15.1M +232,803 +16%
B
35
Bridgeworth
Alabama
$103M -$1.34M -20,613 -1%
FNT
36
First National Trust
Pennsylvania
$98.9M +$52M +799,660 +111%
FCAS
37
First Command Advisory Services
Texas
$92.1M +$3.26M +50,133 +4%
FWM
38
Focused Wealth Management
New York
$87.9M -$2.95M -45,379 -3%
CAN
39
Cetera Advisor Networks
California
$87M -$2.89M -44,376 -3%
CWM
40
Connecticut Wealth Management
Connecticut
$86.9M -$180K -2,772 -0.2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$84.7M +$5.86M +90,116 +7%
HighTower Advisors
42
HighTower Advisors
Illinois
$84.6M -$1.92M -29,515 -2%
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$83.6M +$2.66M +40,818 +3%
Goldman Sachs
44
Goldman Sachs
New York
$83.5M +$33.3M +511,646 +66%
GI
45
GLOBALT Investments
Georgia
$80.1M +$80.1M +1,231,415 New
KW
46
KWB Wealth
California
$79.2M +$17.5M +269,348 +28%
SC
47
Savant Capital
Illinois
$75.9M -$418K -6,420 -0.5%
BSG
48
Black Swift Group
Colorado
$75.1M +$40M +614,203 +114%
SPWG
49
Syntegra Private Wealth Group
Missouri
$71.7M -$877K -13,481 -1%
ONB
50
Old National Bancorp
Indiana
$67.4M +$1.74M +26,690 +3%
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