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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 %
CA
601
Calton & Associates
Florida
$509K -$1.75M -26,845 -77%
AF
602
Advisornet Financial
Minnesota
$508K +$5.73K +88 +1%
FMN
603
Financial Management Network
California
$507K -$46.6K -738 -8%
OSAM
604
O'Shaughnessy Asset Management
Connecticut
$504K -$35.4K -544 -7%
WAG
605
Wallace Advisory Group
California
$500K -$5.51K -93 -1%
CB
606
Community Bank
New York
$496K -$43.3K -665 -8%
KOC
607
Koss-Olinger Consulting
Florida
$495K +$130 +2 +0%
TSWM
608
Tyler-Stone Wealth Management
Ohio
$494K +$9.89K +152 +2%
FF
609
Fox Financial
Pennsylvania
$487K +$487K +7,485 New
TW
610
TrinityPoint Wealth
Connecticut
$479K +$26.4K +405 +6%
VWM
611
Venturi Wealth Management
Texas
$477K – – –
CMAI
612
Capital Management Associates Inc
Minnesota
$475K +$475K +325 New
MFA
613
McClarren Financial Advisors
Pennsylvania
$471K -$16.9K -260 -3%
RPGK
614
Retirement Planning Group (Kansas)
Kansas
$470K -$34.2K -525 -7%
HHWM
615
Hiley Hunt Wealth Management
Nebraska
$470K +$470K +7,228 New
PFA
616
Pure Financial Advisors
California
$470K -$43.3K -666 -8%
AA
617
Altman Advisors
Illinois
$469K +$22K +338 +5%
EI
618
Ellevest Inc
New York
$469K -$33.4K -514 -7%
NC
619
NBW Capital
Massachusetts
$468K +$468K +7,197 New
TYCC
620
Texas Yale Capital Corp
Florida
$467K – – –
SAG
621
Spotlight Asset Group
Illinois
$461K – – –
PG
622
Prostatis Group
Maryland
$454K +$116K +1,778 +34%
CFS
623
Commonwealth Financial Services
West Virginia
$453K -$1.91M -29,377 -81%
Charles Schwab
624
Charles Schwab
California
$452K -$67.2K -1,033 -13%
WSWA
625
Warren Street Wealth Advisors
California
$451K -$13.6K -209 -3%
23 24
25
26 27