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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 %
FG
701
Fiduciary Group
Georgia
$288K -$6.18K -95 -2%
SFS
702
Stiles Financial Services
Minnesota
$287K +$18.6K +286 +7%
MA
703
MKT Advisors
California
$282K – – –
AFM
704
Abbot Financial Management
Massachusetts
$281K -$1.63K -25 -0.6%
ECA
705
Elevated Capital Advisors
Utah
$280K -$455 -7 -0.2%
BOSSRA
706
B.O.S.S. Retirement Advisors
Utah
$279K -$12.9K -199 -4%
CIBC World Market
707
CIBC World Market
Ontario, Canada
$278K +$278K +4,268 New
SW
708
SteelPeak Wealth
California
$277K – – –
CIA
709
Cape Investment Advisory
Georgia
$274K -$213K -3,280 -44%
G
710
Gainplan
Michigan
$274K +$274K +4,212 New
FC
711
Financial Consulate
Maryland
$273K -$1.76K -27 -0.6%
EA
712
Eclectic Associates
California
$270K -$7.35K -113 -3%
BL
713
Balentine LLC
Georgia
$270K +$2.6K +40 +1%
AR
714
Apeiron RIA
Texas
$269K +$325 +5 +0.1%
RS
715
Retirement Solution
Washington
$268K +$846 +13 +0.3%
VWM
716
Vigilare Wealth Management
Arizona
$268K +$846 +13 +0.3%
FFM
717
Forum Financial Management
Illinois
$267K -$124K -1,902 -32%
JWCA
718
J.W. Coons Advisors
Ohio
$265K +$265K +4,076 New
SCG
719
Sonata Capital Group
Washington
$264K – – –
MRCM
720
M&R Capital Management
New Jersey
$263K – – –
VLC
721
Van Leeuwen & Company
New Jersey
$262K -$28.3K -435 -10%
NFSG
722
Newbridge Financial Services Group
Florida
$261K -$56.5K -868 -18%
GT
723
Greenleaf Trust
Michigan
$261K +$261K +4,009 New
PAS
724
Park Avenue Securities
New York
$260K -$1.54M -23,721 -86%
SPC
725
Sigma Planning Corp
Michigan
$258K -$565K -8,684 -69%
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