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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.

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
1
Morgan Stanley
New York
$810M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$256M
3
LPL Financial
3
LPL Financial
California
$1.72B
4
HI
4
Horizon Investments
North Carolina
$439M
5
Ameriprise
5
Ameriprise
Minnesota
$464M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$373M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$222M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
SF
4
Synovus Financial
Georgia
$4.14M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
76
Compton Financial Group
Maryland
$39.2M -$749K -11,511 -2%
MFG
77
Merit Financial Group
Georgia
$38.8M +$11.8M +180,833 +43%
ETS
78
ESL Trust Services
New York
$38.4M +$130K +2,001 +0.3%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$37.3M -$4.91M -75,439 -12%
RA
80
Rodgers & Associates
Pennsylvania
$36.7M -$1.02M -15,650 -3%
AIA
81
Alera Investment Advisors
Illinois
$35.5M -$324K -4,979 -0.9%
FWM
82
FFT Wealth Management
Pennsylvania
$35.5M +$392K +6,024 +1%
LP
83
LGL Partners
Pennsylvania
$33.3M +$104K +1,601 +0.3%
T
84
TrueFG
Texas
$32M +$59.2K +910 +0.2%
IWM
85
IHT Wealth Management
Illinois
$31.9M +$567K +8,721 +2%
SWM
86
SilverOak Wealth Management
Minnesota
$31.6M +$31.6M +486,405 New
IWC
87
Integrated Wealth Concepts
Massachusetts
$31.2M +$251K +3,863 +0.8%
MWPCG
88
Measured Wealth Private Client Group
New Hampshire
$29.5M -$766K -11,776 -3%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$28.6M -$613K -9,427 -2%
HWM
90
Horizon Wealth Management
Illinois
$28.5M +$18.3M +281,981 +181%
Stifel Financial
91
Stifel Financial
Missouri
$28.1M +$1.34M +20,560 +5%
NA
92
NewEdge Advisors
Louisiana
$27.8M -$7.41M -112,380 -21%
SWP
93
Strategic Wealth Partners
Ohio
$27.7M +$176K +2,711 +0.6%
NB
94
Nicolet Bankshares
Wisconsin
$27.5M -$802K -12,321 -3%
ACA
95
Ackerman Capital Advisors
Texas
$27.4M +$2.32M +35,706 +9%
AAS
96
Ameritas Advisory Services
Nebraska
$27.3M -$4.73M -72,289 -15%
GKWIM
97
Gerber Kawasaki Wealth & Investment Management
California
$26.7M +$1.56M +23,971 +6%
EDRIA
98
Edmonds Duncan Registered Investment Advisors
Kansas
$26.3M +$996K +15,310 +4%
WH
99
Whitcomb & Hess
Ohio
$25.9M -$154K -2,369 -0.6%
SFM
100
Signet Financial Management
New Jersey
$25.8M +$6.57K +101 +0%
2 3
4
5 6