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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

941 hedge funds and large institutions have $19.3B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 384 increasing their positions, 350 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+31
Holders Change %
+3.41%
% of All Funds
13.64%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.44%
New
94
Increased
384
Reduced
350
Closed
48
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$160M
2
LPL Financial
LPL Financial
California
$2.05B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$362M
4
Ameriprise
Ameriprise
Minnesota
$577M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$178M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$468M
2
FGAM
Financial Gravity Asset Management
Texas
$21.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$171M
4
Bank of America
Bank of America
North Carolina
$218M
5
Financial Engines Advisors
Financial Engines Advisors
California
$1.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
51
TIAA Trust, National Association
North Carolina
$75.7M -$18.3M -249,655 -19%
EWA
52
ERTS Wealth Advisors
Michigan
$71.9M -$2.58M -35,316 -3%
MCM
53
Mainstay Capital Management
Michigan
$71.3M +$1.35M +18,504 +2%
SCM
54
SCS Capital Management
Massachusetts
$69.6M -$3.66M -50,005 -5%
Prudential Financial
55
Prudential Financial
New Jersey
$68.7M +$4.17M +56,956 +6%
FHA
56
Flagship Harbor Advisors
Massachusetts
$63.8M -$9.16M -125,270 -13%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62.2M +$5.77M +78,927 +10%
CFS
58
Cannon Financial Strategists
Georgia
$60.3M -$416K -5,692 -0.7%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$58M +$3.11M +42,548 +6%
Mariner
60
Mariner
Kansas
$56M -$382K -5,219 -0.7%
NA
61
Nottingham Advisors
New York
$51.8M -$2.86M -39,106 -5%
KAS
62
Kestra Advisory Services
Texas
$51.1M -$610K -8,343 -1%
CFG
63
Compton Financial Group
Maryland
$50.9M +$6.88M +94,093 +16%
KA
64
Klingman & Associates
New York
$50.8M -$2.72M -37,161 -5%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$49.6M +$4.46M +60,984 +10%
RJA
66
Raymond James & Associates
Florida
$49.4M +$3.3M +45,092 +7%
RWM
67
Reston Wealth Management
Virginia
$49.3M -$748K -10,227 -1%
GAG
68
Goodman Advisory Group
Massachusetts
$49M +$4.31M +58,865 +10%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$48M -$69.3K -947 -0.1%
MML Investors Services
70
MML Investors Services
Massachusetts
$47.9M +$2.73M +37,283 +6%
OWA
71
Octavia Wealth Advisors
Ohio
$47.7M +$25.1M +342,650 +111%
FPIS
72
Financial Planning & Information Services
Wisconsin
$46.9M -$2.34M -31,941 -5%
MFG
73
Merit Financial Group
Georgia
$46.6M +$3.51M +48,526 +8%
FFS
74
Founders Financial Securities
Maryland
$44.4M -$13.1M -178,953 -23%
ETS
75
ESL Trust Services
New York
$43.3M +$195K +2,670 +0.5%
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