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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 %
BWL
826
Bogart Wealth LLC
Virginia
$42.2K -$6.7K -103 -14%
LWA
827
Lowe Wealth Advisors
Maryland
$40.7K +$2.21K +34 +6%
HCM
828
Hollencrest Capital Management
California
$38.3K +$1.11K +17 +3%
FBC
829
Fairfield, Bush & Co
Connecticut
$36.8K +$36.8K +566 New
EC
830
EdgeRock Capital
Colorado
$33.9K +$33.9K +488 New
RG
831
Retirement Group
California
$32.5K – – –
HT
832
Headlands Technologies
Illinois
$31.7K +$31.7K +487 New
CA
833
Clearstead Advisors
Ohio
$31.5K -$31.5K -484 -50%
PA
834
Pineridge Advisors
Missouri
$30.7K +$30.7K +472 New
ITIM
835
Indiana Trust & Investment Management
Indiana
$30.4K – – –
FMII
836
Farmers & Merchants Investments Inc
Nebraska
$29.2K +$6.38K +98 +28%
PGAM
837
Princeton Global Asset Management
New Jersey
$28K – – –
NSG
838
Nalls Sherbakoff Group
Tennessee
$26K – – –
FAM
839
Family Asset Management
South Carolina
$24.1K +$24.1K +370 New
Bessemer Group
840
Bessemer Group
New Jersey
$24K – – –
HWP
841
Highline Wealth Partners
California
$23.3K +$23.3K +358 New
IPW
842
Impact Partnership Wealth
Georgia
$22.6K -$12.8K -196 -36%
HIA
843
Harbor Investment Advisory
Maryland
$22.6K – – –
NRC
844
New Republic Capital
North Carolina
$22.5K – – –
WWM
845
Wolff Wiese Magana
California
$22.4K – – –
HPC
846
HM Payson & Co
Maine
$21.9K – – –
IF
847
Integrity Financial
Wyoming
$21.6K +$65 +1 +0.3%
AAG
848
Armstrong Advisory Group
Massachusetts
$21.5K -$37.1K -570 -63%
RIL
849
Rothschild Investment LLC
Illinois
$21.1K +$21.1K +325 New
VNA
850
Valley National Advisers
Pennsylvania
$21K – – –
32 33
34
35 36