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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 %
TFS
526
Thoroughbred Financial Services
Tennessee
$901K – – –
GFP
527
Gryphon Financial Partners
Ohio
$891K +$891K +13,688 New
IHWM
528
Iron Horse Wealth Management
Iowa
$888K -$3.51K -54 -0.4%
JWBC
529
John W. Brooker & Co
California
$881K -$10K -154 -1%
JGIA
530
Jackson Grant Investment Advisers
Connecticut
$874K -$9.76K -150 -1%
MWM
531
MY Wealth Management
Maryland
$868K – – –
NL
532
NWAM LLC
Washington
$855K -$71.6K -1,101 -8%
TPWM
533
Twelve Points Wealth Management
Massachusetts
$855K -$28.4K -436 -3%
KWA
534
Kingswood Wealth Advisors
California
$853K +$392K +6,029 +85%
SA
535
Sunesis Advisors
Kansas
$851K – – –
BEI
536
Benjamin Edwards Inc
Missouri
$847K +$26.8K +411 +3%
FHA
537
First Horizon Advisors
Tennessee
$844K +$770K +11,831 +1,037%
FWM
538
Fingerlakes Wealth Management
New York
$841K -$2.6K -40 -0.3%
PS
539
Principal Securities
Iowa
$837K +$837K +12,861 New
WEG
540
World Equity Group
Illinois
$831K -$193K -2,972 -19%
OGF
541
Orin Green Financial
California
$822K -$5.53K -85 -0.7%
WPW
542
Waldron Private Wealth
Pennsylvania
$809K – – –
PT
543
Plimoth Trust
Massachusetts
$806K -$29.6K -455 -4%
SSB
544
Sandy Spring Bank
Maryland
$804K +$804K +12,355 New
FW
545
FirstPurpose Wealth
Utah
$797K -$455 -7 -0.1%
LF
546
Lantz Financial
Illinois
$796K +$10K +154 +1%
SFG
547
Sovereign Financial Group
Connecticut
$794K -$17.3K -266 -2%
AIC
548
Ayalon Insurance Company
Israel
$789K -$465K -7,150 -37%
FA
549
FC Advisory
Pennsylvania
$773K +$2.28K +35 +0.3%
SS
550
Sunbelt Securities
Texas
$770K +$260 +4 +0%
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