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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 %
RWA
751
Redhawk Wealth Advisors
Minnesota
$221K +$221K +3,400 New
FMTCOCP
752
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$221K +$53.3K +821 +32%
VL
753
Vima LLC
Michigan
$220K +$220K +3,376 New
OP
754
ORG Partners
Indiana
$217K +$38.8K +596 +22%
TWC
755
TD Waterhouse Canada
Ontario, Canada
$215K +$215K +3,400 New
FNC
756
First National Corp
Massachusetts
$214K -$24.3K -373 -10%
BFG
757
Bleakley Financial Group
New Jersey
$214K +$214K +3,294 New
FWP
758
FAS Wealth Partners
Kansas
$214K +$92.2K +1,417 +76%
LAS
759
Lloyd Advisory Services
Georgia
$213K +$213K +3,276 New
EWM
760
Empirical Wealth Management
Washington
$213K +$213K +3,272 New
RWM
761
RBA Wealth Management
California
$212K +$212K +3,255 New
TNA
762
True North Advisors
Texas
$211K +$211K +3,245 New
AG
763
AlTi Global
New York
$209K +$209K +3,214 New
MAA
764
Matrix Asset Advisors
New York
$209K +$209K +3,212 New
LFAS
765
Level Four Advisory Services
Texas
$203K +$203K +3,121 New
ISWM
766
Independent Solutions Wealth Management
New York
$203K -$20.8K -320 -9%
CWM
767
Concentric Wealth Management
California
$202K +$202K +3,112 New
SWM
768
Solano Wealth Management
California
$200K +$200K +3,080 New
GWANC
769
Guardian Wealth Advisors (North Carolina)
North Carolina
$199K +$35.1K +539 +21%
FCA
770
FinTrust Capital Advisors
South Carolina
$188K -$100K -1,543 -35%
OLVIG
771
Oliver Lagore Vanvalin Investment Group
Michigan
$187K -$113K -1,731 -38%
UOTTAIMCU
772
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$186K – – –
AA
773
AlphaMark Advisors
Kentucky
$184K +$8.14K +125 +5%
OSNBOA
774
Old Second National Bank of Aurora
Illinois
$172K +$13.5K +208 +9%
NCM
775
Northwest Capital Management
Oregon
$160K +$31.1K +478 +24%
29 30
31
32 33