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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 %
IIA
926
IPG Investment Advisors
California
– -$384K -6,482 Closed
CAM
927
Concorde Asset Management
Michigan
– -$339K -5,719 Closed
LSA
928
Lion Street Advisors
Texas
– -$299K -5,039 Closed
GS
929
GTS Securities
New York
– -$293K -4,948 Closed
AIA
930
Arbor Investment Advisors
North Carolina
– -$289K -4,880 Closed
CW
931
Channel Wealth
California
– -$232K -3,914 Closed
CBFP
932
Cedar Brook Financial Partners
Ohio
– -$232K -3,912 Closed
PWM
933
Perigon Wealth Management
California
– -$226K -3,815 Closed
CPIA
934
Cornell Pochily Investment Advisors
New York
– -$225K -3,791 Closed
EG
935
Ellerson Group
Maryland
– -$119K -2,000 Closed
BCM
936
BluePath Capital Management
Georgia
– -$117K -1,980 Closed
FRA
937
Front Row Advisors
California
– -$78.8K -1,330 Closed
Legacy Financial Group (Iowa)
938
Legacy Financial Group (Iowa)
Iowa
– -$41.4K -698 Closed
HL
939
HeadInvest LLC
Maine
– -$28.8K -483 Closed
NIC
940
Northwest Investment Counselors
Oregon
– -$20.7K -350 Closed
UB
941
UMB Bank
Missouri
– -$20.1K -339 Closed
BWS
942
Buck Wealth Strategies
Colorado
– -$18.6K -313 Closed
PCM
943
Penserra Capital Management
California
– -$7K -119 Closed
TCA
944
Trifecta Capital Advisors
Illinois
– -$5.98K -101 Closed
APC
945
Aspire Private Capital
North Carolina
– -$5.63K -95 Closed
SSWM
946
Sheets Smith Wealth Management
North Carolina
– -$2.98K -50 Closed
TAM
947
Tucker Asset Management
Colorado
– -$1.78K -30 Closed
HCP
948
Hexagon Capital Partners
Arkansas
– -$296 -5 Closed
PP
949
PFS Partners
New Jersey
– -$20 – –
34 35 36 37
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