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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 %
M&T Bank
126
M&T Bank
New York
$19.2M -$1.54M -23,616 -7%
Truist Financial
127
Truist Financial
North Carolina
$19.2M +$1.1M +16,970 +6%
EFL
128
ERn Financial LLC
Wisconsin
$19.1M +$6.29M +95,096 +49%
WAM
129
WFA Asset Management
Wisconsin
$18.8M +$1.02M +15,663 +6%
AIG
130
American International Group
New York
$18.8M -$5.08M -78,083 -21%
EWM
131
Executive Wealth Management
Michigan
$18.6M +$152K +2,343 +0.8%
AT
132
Arden Trust
Delaware
$18.6M -$366K -5,624 -2%
SCA
133
Snowden Capital Advisors
New York
$18.6M -$125K -1,925 -0.7%
GWAG
134
Garrett Wealth Advisory Group
Texas
$18.2M -$6.7M -103,041 -27%
MA
135
Mutual Advisors
Nebraska
$18.1M +$1.59M +24,466 +10%
RIM
136
Redwood Investment Management
Arizona
$18M +$18M +276,879 New
OC
137
Oarsman Capital
Wisconsin
$17.9M +$4.49M +69,003 +34%
TCM
138
Tradewinds Capital Management
Washington
$17.7M -$13.3M -203,769 -43%
BTWM
139
Baker Tilly Wealth Management
Wisconsin
$17.7M -$632K -9,713 -3%
WWM
140
Western Wealth Management
Colorado
$17.5M +$6.77M +104,093 +63%
CWA
141
Choice Wealth Advisors
Maine
$16.6M -$130 -2 -0%
AWA
142
Alta Wealth Advisors
Massachusetts
$16.5M +$6.45M +99,184 +64%
HSWS
143
Higgins & Schmidt Wealth Strategies
Colorado
$16.4M +$16.4M +252,152 New
CA
144
CGN Advisors
Kansas
$16.3M -$87.1K -1,338 -0.5%
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$16.2M -$1.66M -25,480 -9%
SFG
146
Sunburst Financial Group
Alabama
$16.1M +$1.13M +17,436 +8%
DA
147
Drake & Associates
Wisconsin
$16.1M +$16.1M +246,994 New
SWP
148
Stratos Wealth Partners
Ohio
$15.8M +$1.76M +26,986 +13%
KA
149
Kozak & Associates
Colorado
$15.7M -$1.5M -22,910 -9%
MAM
150
MMA Asset Management
Pennsylvania
$15.5M +$85.2K +1,309 +0.6%
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