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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 %
ES
151
Eagle Strategies
New York
$15.5M +$455K +6,993 +3%
GWM
152
Geneos Wealth Management
Colorado
$15.3M +$29.1K +448 +0.2%
CWM
153
CCG Wealth Management
California
$15.3M -$1.74M -26,787 -10%
VPP
154
Vertex Planning Partners
Illinois
$15.2M +$14.3M +220,117 +1,645%
FHC
155
First Heartland Consultants
Missouri
$14.9M +$211K +3,249 +1%
NL
156
Navalign LLC
California
$14.8M +$481K +7,394 +3%
KFGK
157
Keystone Financial Group (Kentucky)
Kentucky
$14.8M +$1.03M +15,900 +8%
HA
158
Hofer & Associates
California
$14.7M +$105K +1,614 +0.7%
SF
159
Symphony Financial
Texas
$14.7M -$6.25M -95,480 -30%
SCTC
160
Sanibel Captiva Trust Company
Florida
$14.6M +$14.6M +224,737 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$14.3M +$1.46M +22,465 +11%
GVAG
162
Great Valley Advisor Group
Delaware
$14.3M -$510K -7,837 -3%
WMR
163
Wealth Management Resources
Rhode Island
$14.3M +$3.39M +52,180 +31%
BOPW
164
Brandywine Oak Private Wealth
Pennsylvania
$14.2M +$636K +9,770 +5%
DI
165
Diligent Investors
California
$14M -$671K -10,311 -5%
CIC
166
Carnegie Investment Counsel
Ohio
$13.9M -$123K -1,895 -0.9%
VC
167
Vicus Capital
Pennsylvania
$13.5M -$652K -10,016 -5%
SFA
168
Sequoia Financial Advisors
Ohio
$13.4M +$1.66M +25,465 +14%
WFA
169
Wells Financial Advisors
Massachusetts
$13.1M -$66.6K -1,024 -0.5%
DI
170
DFPG Investments
Utah
$13M +$773K +12,172 +6%
OL
171
Optas LLC
Texas
$12.9M -$7.96M -122,338 -38%
HFS
172
Horizon Financial Services
North Carolina
$12.8M -$383K -5,881 -3%
PCIA
173
Prime Capital Investment Advisors
Kansas
$12.5M +$480K +7,382 +4%
TFA
174
TPG Financial Advisors
Oregon
$12.5M +$163K +2,523 +1%
CIA
175
Concurrent Investment Advisors
Florida
$12.5M +$12.5M +191,737 New
5 6
7
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