SPYG icon

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 %
PRI
176
Prepared Retirement Institute
Pennsylvania
$12.3M +$12.3M +189,539 New
SMF
177
Sterling Manor Financial
New York
$12.2M +$4.83M +74,263 +66%
CWM
178
CarsonAllaria Wealth Management
Illinois
$12M +$493K +7,570 +4%
HG
179
Harbor Group
New Hampshire
$11.8M -$59K -907 -0.5%
TWP
180
Tower Wealth Partners
Pennsylvania
$11.7M +$11.7M +180,476 New
MFA
181
Millington Financial Advisors
Illinois
$11.7M +$426K +6,551 +4%
CWP
182
Concord Wealth Partners
Virginia
$11.6M -$3.76M -57,795 -24%
PWPS
183
Pinnacle Wealth Planning Services
Ohio
$11.5M +$50.5K +776 +0.4%
KPWS
184
Kestra Private Wealth Services
Texas
$11.5M +$6.2M +95,299 +117%
WANY
185
Wealthspire Advisors (New York)
New York
$11.5M +$11.5M +176,289 New
OHIS
186
Oak Harvest Investment Services
Texas
$11.4M -$357K -5,484 -3%
TFCP
187
Twin Focus Capital Partners
Massachusetts
$11.2M -$722K -11,098 -6%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$4.12M +63,385 +59%
SFG
189
StrategIQ Financial Group
Indiana
$11M +$479K +7,358 +5%
Two Sigma Investments
190
Two Sigma Investments
New York
$11M -$2.04M -31,400 -16%
MWM
191
McNaughton Wealth Management
California
$11M +$515K +7,915 +5%
WA
192
Waverly Advisors
Alabama
$11M -$282K -4,328 -3%
ORG
193
Optimist Retirement Group
Washington
$10.9M +$10.9M +167,978 New
GIA
194
GHP Investment Advisors
Colorado
$10.7M +$112K +1,728 +1%
SIG
195
Sargent Investment Group
Maryland
$10.7M -$274K -4,212 -2%
AWM
196
Atticus Wealth Management
Florida
$10.4M +$3.59M +55,244 +53%
NECFA
197
New England Capital Financial Advisors
Connecticut
$10.4M +$171K +2,627 +2%
NC
198
NewSquare Capital
Pennsylvania
$10.2M +$52.2K +803 +0.5%
SOS
199
Silver Oak Securities
Tennessee
$9.69M +$9.3M +142,913 +2,370%
CAMV
200
Concord Asset Management (Virginia)
Virginia
$9.69M -$2.99M -45,946 -24%
6 7
8
9 10