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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 %
VF
626
Vawter Financial
Ohio
$448K – – –
JCM
627
Jacobi Capital Management
Pennsylvania
$443K – – –
PMG
628
ProVise Management Group
Florida
$440K – – –
PC
629
Permanens Capital
New York
$439K – – –
MCWS
630
McKinley Carter Wealth Services
West Virginia
$437K -$3.97K -61 -0.9%
FTS
631
Fifth Third Securities
Ohio
$437K +$25.6K +393 +6%
SWA
632
Strategies Wealth Advisors
Michigan
$433K -$2.6K -40 -0.6%
ST
633
Somerset Trust
Pennsylvania
$432K +$55.3K +850 +15%
SAI
634
Savvy Advisors Inc
New York
$426K +$426K +6,555 New
AWM
635
Accurate Wealth Management
Florida
$418K +$50.8K +776 +14%
BA
636
Ballast Advisors
Minnesota
$408K -$17.9K -275 -4%
CAG
637
Csenge Advisory Group
Florida
$406K -$523K -8,033 -56%
S4W
638
Solutions 4 Wealth
Texas
$404K +$404K +6,204 New
SA
639
Strategic Advocates
Utah
$398K -$212K -3,251 -35%
AF
640
Arrow Financial
New York
$398K -$19.5K -300 -5%
LW
641
Linscomb Wealth
Texas
$397K -$5.01K -77 -1%
HNB
642
Huntington National Bank
Ohio
$395K -$358K – –
PWP
643
Principle Wealth Partners
Connecticut
$393K +$19.7K +303 +5%
UCB
644
United Community Bank
South Carolina
$390K – – –
IAN
645
Integrated Advisors Network
Texas
$384K +$4.55K +70 +1%
FPAS
646
Focus Partners Advisor Solutions
Missouri
$383K -$34.6K -532 -8%
ACI
647
Alpha Cubed Investments
California
$380K -$21.1K -325 -5%
DFG
648
Delta Financial Group
New Jersey
$379K – – –
SAF
649
Smith Anglin Financial
Texas
$377K – – –
CFD
650
Creative Financial Designs
Indiana
$377K -$5.14K -79 -1%
24 25
26
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