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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 %
Kovitz Investment Group Partners
576
Kovitz Investment Group Partners
Illinois
$629K +$716 +11 +0.1%
SHJ
577
Sharkey, Howes & Javer
Colorado
$626K +$76.8K +1,181 +14%
BC
578
Brio Consultants
California
$620K +$1.56K +24 +0.3%
SCP
579
Stevens Capital Partners
Nebraska
$619K +$3.32K +51 +0.5%
MFWP
580
Mosaic Family Wealth Partners
Missouri
$617K +$2.21K +34 +0.4%
TA
581
TFB Advisors
Kansas
$610K -$166K -2,557 -21%
WH
582
Willner & Heller
California
$602K +$602K +9,248 New
SPWM
583
Schrum Private Wealth Management
Florida
$597K -$31.4K -482 -5%
GIA
584
Gladstone Institutional Advisory
Florida
$590K +$51.1K +785 +9%
CAMG
585
CWA Asset Management Group
Florida
$580K – – –
LWANC
586
Laurel Wealth Advisors (North Carolina)
North Carolina
$578K +$16.1K +248 +3%
RFN
587
Redwood Financial Network
Ohio
$577K -$102K -1,573 -15%
CFB
588
Cullen/Frost Bankers
Texas
$563K -$452K -6,945 -45%
IW
589
Imprint Wealth
South Carolina
$563K -$21.5K -330 -4%
CS
590
Crescent Sterling
Louisiana
$560K -$1.63K -25 -0.3%
VWA
591
Visionary Wealth Advisors
Illinois
$558K +$17K +261 +3%
OCPWS
592
One Charles Private Wealth Services
Massachusetts
$557K -$70.5K -1,084 -11%
JWA
593
JFS Wealth Advisors
Pennsylvania
$557K -$44.1K -678 -7%
Qube Research & Technologies (QRT)
594
Qube Research & Technologies (QRT)
United Kingdom
$554K -$125K -1,926 -18%
CMI
595
Clare Market Investments
Texas
$552K -$39.6K -608 -7%
AC
596
AIFG Consultants
New York
$550K -$34K -523 -6%
EFS
597
Essex Financial Services
Connecticut
$544K -$3.97K -61 -0.7%
GT
598
Glenmede Trust
Pennsylvania
$543K – – –
AWM
599
Aviso Wealth Management
Washington
$535K +$535K +8,227 New
M1FG
600
Mach-1 Financial Group
Arkansas
$514K -$1.06M -16,232 -67%
22 23
24
25 26