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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 %
RSS
676
Rosenblum Silverman Sutton
California
$336K +$29K +445 +9%
AWE
677
Avidian Wealth Enterprises
Texas
$334K -$196K -3,019 -37%
BAM
678
Belpointe Asset Management
Nevada
$334K +$334K +5,126 New
AWA
679
Acorn Wealth Advisors
Michigan
$332K -$8.65K -133 -3%
TFA
680
Teamwork Financial Advisors
Texas
$331K -$48.8K -750 -13%
HIP
681
HUB Investment Partners
Texas
$329K +$329K +5,051 New
DIA
682
Dana Investment Advisors
Wisconsin
$327K -$147K -2,262 -31%
SEI Investments
683
SEI Investments
Pennsylvania
$326K +$5.01K +77 +2%
MSFS
684
Main Street Financial Solutions
Pennsylvania
$324K +$781 +12 +0.2%
RIA
685
Realta Investment Advisors
Delaware
$323K -$42K -646 -12%
BI
686
Ballast Inc
Kentucky
$318K +$6.83K +105 +2%
Bank of Montreal
687
Bank of Montreal
Ontario, Canada
$314K +$60.5K +927 +24%
ANTB
688
AMG National Trust Bank
Colorado
$312K – – –
SL
689
SWMG LLC
Texas
$308K -$5.21K -80 -2%
DCM
690
Donaldson Capital Management
Indiana
$307K +$55.6K +854 +22%
HWA
691
HHM Wealth Advisors
Tennessee
$307K -$101K -1,545 -25%
HWMC
692
Heritage Wealth Management (California)
California
$305K +$305K +4,689 New
JSL
693
JT Stratford LLC
Georgia
$303K +$3.84K +59 +1%
BFA
694
Bill Few Associates
Pennsylvania
$300K – – –
VBFP
695
Valtinson Bruner Financial Planning
Minnesota
$294K – – –
AP
696
Americana Partners
Texas
$293K -$255K -3,927 -47%
PP
697
Patten & Patten
Tennessee
$292K +$2.73K +42 +0.9%
PAG
698
Paladin Advisory Group
Iowa
$292K -$47.3K -727 -14%
CWMGP
699
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$290K -$25.6K -394 -8%
EGA
700
Eagle Global Advisors
Texas
$289K -$1.3K -20 -0.4%
26 27
28
29 30