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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$373M
2
Osaic Holdings
Osaic Holdings
Arizona
$222M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
SF
Synovus Financial
Georgia
$4.14M
5
OPS
Orion Portfolio Solutions
Nebraska
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
801
Tradition Wealth Management
Minnesota
$93K -$41.1K -630 -31%
VWWMG
802
Vermillion & White Wealth Management Group
Pennsylvania
$87.1K +$87.1K +1,339 New
SC
803
Sawyer & Company
Massachusetts
$87K – – –
LF
804
Lee Financial
Texas
$86.9K – – –
FG
805
Fairman Group
Pennsylvania
$81.3K +$81.3K +1,250 New
CAL
806
Capital Advisors Ltd
Ohio
$77K – – –
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.5K -$65.5K -1,006 -48%
CTC
808
Central Trust Company
Missouri
$71.1K – – –
CHA
809
Carmichael Hill & Associates
Maryland
$70.8K – – –
CIR
810
Clear Investment Research
Georgia
$66.4K +$66.4K +1,020 New
CSC
811
Caldwell Sutter Capital
California
$65.1K – – –
Barclays
812
Barclays
United Kingdom
$65K +$65K +1,000 New
WAS
813
Winch Advisory Services
Wisconsin
$63K +$195 +3 +0.3%
CTA
814
Colonial Trust Advisors
South Carolina
$63K – – –
First Manhattan
815
First Manhattan
New York
$58.9K +$58.9K +905 New
WT
816
Whittier Trust
California
$58.8K +$2.28K +35 +4%
AWM
817
Abound Wealth Management
Tennessee
$58.1K +$47.3K +727 +438%
PCA
818
Providence Capital Advisors
North Carolina
$57.4K – – –
TC
819
Truvestments Capital
Florida
$55.8K – – –
GWM
820
Grand Wealth Management
Michigan
$55.1K – – –
DSC
821
Duncker Streett & Co
Missouri
$48.8K – – –
SC
822
Stephens Consulting
Michigan
$46.8K – – –
AA
823
Ancora Advisors
Ohio
$46K – – –
RDIA
824
RE Dickinson Investment Advisors
Iowa
$45K +$2.56K +39 +6%
CHC
825
City Holding Co
West Virginia
$44.2K -$325 -5 -0.7%
31 32
33
34 35