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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 %
CAC
551
Certified Advisory Corp
Florida
$770K +$28.2K +433 +4%
TVAMP
552
Tennessee Valley Asset Management Partners
Tennessee
$753K +$753K +11,574 New
SWM
553
SFG Wealth Management
Maryland
$749K -$28.1K -432 -4%
RSA
554
River Street Advisors
Illinois
$734K +$1.95K +30 +0.3%
ICG
555
InterOcean Capital Group
Tennessee
$730K – – –
PA
556
PFG Advisors
Arizona
$721K +$41.8K +642 +6%
AWM
557
Apollon Wealth Management
South Carolina
$714K -$183K -2,808 -20%
PMFA
558
Plante Moran Financial Advisors
Michigan
$712K -$43.6K -670 -6%
FDDB
559
Fidelity D&D Bancorp
Pennsylvania
$704K – – –
WCG
560
Wall Capital Group
Arizona
$700K +$238K +3,655 +51%
STA
561
Summit Trail Advisors
New York
$699K -$6.57K -101 -0.9%
CP
562
Castleview Partners
Texas
$698K +$697K +10,718 +153,114%
IAA
563
Independent Advisor Alliance
North Carolina
$669K +$264K +4,051 +65%
PFA
564
Pinnacle Family Advisors
Missouri
$668K -$173K -2,664 -21%
FA
565
Fiduciary Alliance
South Carolina
$668K +$13.7K +210 +2%
BSW
566
Buckingham Strategic Wealth
Missouri
$663K +$36.4K +560 +6%
6F
567
626 Financial
Michigan
$660K -$82.4K -1,266 -11%
DCM
568
DGS Capital Management
New Jersey
$656K -$4.49K -69 -0.7%
CWS
569
Confluence Wealth Services
Pennsylvania
$650K +$15.2K +233 +2%
S
570
SignatureFD
Georgia
$647K +$389K +5,979 +151%
LL
571
LWMG LLC
Minnesota
$642K -$13.1K -202 -2%
BAG
572
Bridgewealth Advisory Group
California
$640K +$640K +9,832 New
CW
573
CreativeOne Wealth
Kansas
$638K +$91.4K +1,405 +17%
HVIA
574
Hudson Valley Investment Advisors
New York
$638K -$52.9K -820 -8%
FNBOO
575
First National Bank of Omaha
Nebraska
$630K – – –
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