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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 %
LAS
476
LWM Advisory Services
Florida
$1.28M +$13.4K +206 +1%
SB
477
Strategic Blueprint
Georgia
$1.27M -$42.6K -655 -3%
SIAS
478
Summit Investment Advisory Services
Minnesota
$1.26M +$232K +3,570 +23%
PNC Financial Services Group
479
PNC Financial Services Group
Pennsylvania
$1.26M +$59.7K +917 +5%
BBA
480
BLB&B Advisors
Pennsylvania
$1.25M +$643K +9,879 +106%
T
481
Tidemark
California
$1.25M +$1.25M +19,178 New
CM
482
Churchill Management
California
$1.23M +$86.5K +1,329 +8%
TCWA
483
Turtle Creek Wealth Advisors
Texas
$1.23M +$1.23M +18,914 New
GWP
484
Gateway Wealth Partners
Wisconsin
$1.23M -$161K -2,476 -12%
JWS
485
Juncture Wealth Strategies
Arizona
$1.22M -$52K -800 -4%
QWM
486
Quadcap Wealth Management
Texas
$1.22M +$1.22M +18,693 New
MGIA
487
Moneta Group Investment Advisors
Missouri
$1.2M +$299K +4,602 +33%
Pathstone Holdings
488
Pathstone Holdings
New Jersey
$1.19M +$1.19M +18,367 New
TBWA
489
Three Bridge Wealth Advisors
California
$1.18M – – –
MF
490
Meridian Financial
Massachusetts
$1.18M +$22.9K +352 +2%
YIH
491
Y-Intercept (HK)
Hong Kong
$1.17M +$1.17M +17,982 New
FFN
492
Focus Financial Network
Minnesota
$1.17M +$574K +8,818 +97%
AWM
493
Aprio Wealth Management
Georgia
$1.15M -$84.5K -1,299 -7%
Betterment LLC
494
Betterment LLC
New York
$1.13M +$22.1K +339 +2%
AWM
495
Angeles Wealth Management
California
$1.12M +$27.1K +417 +2%
LA
496
Lifeworks Advisors
Michigan
$1.12M +$406K +6,246 +57%
SWM
497
SigFig Wealth Management
California
$1.12M -$4.79M -73,613 -81%
SS
498
Simplicity Solutions
Minnesota
$1.11M +$194K +2,984 +21%
IMC Chicago
499
IMC Chicago
Illinois
$1.11M -$654K -10,056 -37%
KCIC
500
Kuhn & Co Investment Counsel
Illinois
$1.1M +$1.1M +16,849 New
18 19
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