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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.

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
1
Morgan Stanley
New York
$810M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$256M
3
LPL Financial
3
LPL Financial
California
$1.72B
4
HI
4
Horizon Investments
North Carolina
$439M
5
Ameriprise
5
Ameriprise
Minnesota
$464M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$373M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$222M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
SF
4
Synovus Financial
Georgia
$4.14M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
ERTS Wealth Advisors
Michigan
$66.3M +$1.91M +29,335 +3%
SCM
52
SCS Capital Management
Massachusetts
$65.1M +$19.6M +301,063 +43%
FHA
53
Flagship Harbor Advisors
Massachusetts
$64.9M +$5M +76,870 +8%
MCM
54
Mainstay Capital Management
Michigan
$62.2M +$12.5M +192,797 +25%
Prudential Financial
55
Prudential Financial
New Jersey
$57.4M +$10.8M +165,371 +23%
CFS
56
Cannon Financial Strategists
Georgia
$54M +$10.2K +157 +0%
CA
57
CoreCap Advisors
Michigan
$51.9M +$2.39M +36,787 +5%
FFS
58
Founders Financial Securities
Maryland
$51.1M +$561K +8,618 +1%
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.2M +$760K +11,684 +2%
Mariner
60
Mariner
Kansas
$50.1M -$116K -1,786 -0.2%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$48.8M +$568K +8,733 +1%
KA
62
Klingman & Associates
New York
$47.6M -$245K -3,762 -0.5%
KAS
63
Kestra Advisory Services
Texas
$46M +$5.7M +87,558 +14%
RWM
64
Reston Wealth Management
Virginia
$44.5M +$496K +7,624 +1%
FPIS
65
Financial Planning & Information Services
Wisconsin
$43.8M +$7.26M +111,604 +20%
PIA
66
Perennial Investment Advisors
California
$43M +$7.83M +120,415 +22%
BCM
67
Brookstone Capital Management
Illinois
$42.8M +$9.82M +150,960 +30%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$42.8M -$12.2M -187,218 -22%
TC
69
Trilogy Capital
California
$41.7M +$1.96M +30,100 +5%
NA
70
Nottingham Advisors
New York
$41.6M +$571K +10,236 +1%
RJA
71
Raymond James & Associates
Florida
$41M -$228K -3,501 -0.6%
MML Investors Services
72
MML Investors Services
Massachusetts
$40.2M -$4.25M -65,331 -10%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$40.2M +$7.47M +114,780 +23%
GAG
74
Goodman Advisory Group
Massachusetts
$39.8M +$2.99M +45,881 +8%
LFPWM
75
Leicht Financial Planning & Wealth Management
New Jersey
$39.7M +$7.57M +116,342 +24%
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