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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 %
HF
651
Halpern Financial
Virginia
$376K – – –
NS
652
NBC Securities
Alabama
$376K +$4.94K +76 +1%
BBNA
653
Bremer Bank National Association
Minnesota
$375K +$29.7K +456 +9%
SBIA
654
Sheaff Brock Investment Advisors
Indiana
$372K – – –
BP
655
Ballentine Partners
Massachusetts
$371K – – –
AWMNH
656
Arcadia Wealth Management (New Hampshire)
New Hampshire
$370K +$26.3K +404 +8%
CC
657
Callan Capital
California
$367K -$240K -3,688 -40%
Franklin Resources
658
Franklin Resources
California
$365K -$26.3K -404 -7%
OC
659
Oppenheimer & Co
New York
$362K -$1.24K -19 -0.3%
AFG
660
Atomi Financial Group
New York
$362K -$651K -10,009 -64%
EWM
661
EPG Wealth Management
Georgia
$361K +$837 +12 +0.2%
ITC
662
Inspire Trust Company
Nevada
$360K +$360K +5,540 New
BG
663
Benedetti & Gucer
Georgia
$359K +$1.56K +24 +0.4%
FC
664
Fusion Capital
South Carolina
$359K -$976 -15 -0.3%
3F
665
360 Financial
Minnesota
$358K +$358K +5,510 New
PO
666
Private Ocean
California
$354K +$235K +3,605 +196%
PCA
667
Prosperity Capital Advisors
Ohio
$352K -$40.8K -627 -10%
MCM
668
MAI Capital Management
Ohio
$352K +$2.28K +35 +0.7%
WAM
669
Wallington Asset Management
Indiana
$352K -$223K -3,430 -39%
FT
670
Fiduciary Trust
Massachusetts
$349K +$59.1K +908 +20%
CWM
671
Cahaba Wealth Management
Georgia
$347K -$5.86K -90 -2%
MCM
672
McDonough Capital Management
Florida
$347K +$30.9K +475 +10%
TIA
673
Traphagen Investment Advisors
New Jersey
$342K -$8.59K -132 -2%
MC
674
Moors & Cabot
Massachusetts
$340K +$340K +5,223 New
MIM
675
Moseley Investment Management
Florida
$338K -$31.6K -486 -9%
25 26
27
28 29