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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 %
KWM
101
Kingsview Wealth Management
Oregon
$25.4M +$6.26M +96,168 +33%
IFPL
102
Investments & Financial Planning LLC
Kentucky
$25.3M +$89.1K +1,369 +0.4%
OCM
103
One Capital Management
California
$24.5M +$267K +4,107 +1%
RA
104
Riversedge Advisors
Delaware
$24.4M +$41.8K +642 +0.2%
BGC
105
Beutel, Goodman & Co
Ontario, Canada
$24.3M +$24.3M +372,652 New
WCAMG
106
Woodard & Company Asset Management Group
North Carolina
$24.2M +$14.9M +228,534 +159%
GLA
107
Good Life Advisors
Pennsylvania
$23.8M +$13.8M +211,902 +138%
Creative Planning
108
Creative Planning
Kansas
$23.2M -$2.35M -36,062 -9%
PFS
109
Prospera Financial Services
Texas
$23.1M -$580K -8,915 -2%
MD
110
Money Design
Japan
$23M -$4.15M -63,846 -15%
JFA
111
JNBA Financial Advisors
Minnesota
$22.8M -$1.24M -19,074 -5%
CF
112
Convergence Financial
Missouri
$22.8M +$2.4M +36,869 +12%
IWA
113
Inspirion Wealth Advisors
Illinois
$21.9M -$638K -9,959 -3%
CSPAM
114
Cary Street Partners Asset Management
Virginia
$21.7M -$1.05M -16,137 -5%
BWFA
115
Baltimore-Washington Financial Advisors
Maryland
$21.7M +$2.15M +33,063 +11%
DC
116
Destiny Capital
Colorado
$21.2M +$21.2M +326,130 New
FAIM
117
Financial Advocates Investment Management
Washington
$21.1M +$8.95M +137,947 +74%
CWM
118
Cordatus Wealth Management
Pennsylvania
$21.1M -$570K -8,756 -3%
QIM
119
Quest Investment Management
Oregon
$20.5M -$92K -1,414 -0.4%
9WM
120
9258 Wealth Management
Ohio
$20.5M +$2.08M +32,043 +11%
VCP
121
Verus Capital Partners
Arizona
$20.4M +$268K +4,125 +1%
CC
122
Courier Capital
New York
$20.2M -$208K -3,196 -1%
OWA
123
Octavia Wealth Advisors
Ohio
$20.2M +$1.37M +21,124 +7%
AWS
124
Atria Wealth Solutions
New York
$20.1M -$6.22M -95,582 -24%
CCFM
125
Clear Creek Financial Management
Washington
$19.4M -$2.84M -43,615 -13%
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5
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