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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 %
ACA
726
Aptus Capital Advisors
Alabama
$257K -$74.1K -1,139 -22%
DSA
727
Droms Strauss Advisors
Missouri
$257K – – –
FI
728
FWG Investments
Kentucky
$256K +$256K +3,941 New
RJT
729
Raymond James Trust
Florida
$256K +$5.92K +91 +2%
MAS
730
Madden Advisory Services
Florida
$255K -$3.19K -49 -1%
B
731
Bailard
California
$255K +$15.2K +233 +6%
C1AG
732
Client 1st Advisory Group
Florida
$255K – – –
AWM
733
Able Wealth Management
New Jersey
$253K +$253K +3,890 New
MW
734
Maia Wealth
Colorado
$253K +$253K +3,886 New
Empower Advisory Group
735
Empower Advisory Group
Colorado
$252K +$3.58K +55 +1%
GM
736
GeoWealth Management
Illinois
$252K +$249K +3,847 +9,864%
Fisher Asset Management
737
Fisher Asset Management
Washington
$250K -$46.7K -718 -16%
FFA
738
Founders Financial Alliance
North Carolina
$249K +$7.35K +113 +3%
PA
739
Procyon Advisors
Connecticut
$246K -$781 -12 -0.3%
FPW
740
Flagship Private Wealth
Massachusetts
$246K +$3.58K +55 +1%
DL
741
DOHJ LLC
Washington
$245K +$781 +12 +0.3%
KTA
742
Keeley-Teton Advisors
Illinois
$244K – – –
FMWA
743
Forvis Mazars Wealth Advisors
Missouri
$243K -$14.6K -225 -6%
D
744
Diversified
Delaware
$243K +$20.8K +319 +9%
SFG
745
Snider Financial Group
Washington
$240K -$390 -6 -0.2%
KLI
746
Kelman-Lazarov Inc
Tennessee
$238K – – –
GFPC
747
Global Financial Private Client
Florida
$235K +$35.5K +545 +18%
AFG
748
AFS Financial Group
Maryland
$230K -$130K -2,000 -36%
DAS
749
Dynamic Advisor Solutions
Arizona
$226K +$226K +3,583 New
OW
750
Olistico Wealth
Oklahoma
$224K – – –
28 29
30
31 32