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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
+$437M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$225M
3
LPL Financial
LPL Financial
California
+$216M
4
HI
Horizon Investments
North Carolina
+$145M
5
Ameriprise
Ameriprise
Minnesota
+$123M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$294M
2
Osaic Holdings
Osaic Holdings
Arizona
-$276M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$149M
4
SF
Synovus Financial
Georgia
-$80.4M
5
OPS
Orion Portfolio Solutions
Nebraska
-$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
201
Centaurus Financial
California
$9.57M +$7.25M +111,503 +313%
PC
202
Pecaut & Co
Iowa
$9.44M -$119K -1,833 -1%
DWM
203
Dakota Wealth Management
Florida
$9.42M +$1.48M +22,752 +19%
RFS
204
Retirement Financial Solutions
Tennessee
$9.42M +$583K +8,965 +7%
WC
205
Waterloo Capital
Texas
$9.42M -$906K -13,919 -9%
LWMG
206
Levy Wealth Management Group
Pennsylvania
$9.41M +$62.7K +964 +0.7%
GRP
207
Global Retirement Partners
California
$9.38M +$2.26M +34,482 +32%
TCMP
208
Thrive Capital Management (Pennsylvania)
Pennsylvania
$9.35M -$1.07M -16,511 -10%
MFG
209
Magnus Financial Group
New York
$9.3M -$63.9K -982 -0.7%
Citadel Advisors
210
Citadel Advisors
Florida
$9M +$7.08M +108,792 +368%
PWP
211
PrairieView Wealth Partners
Illinois
$8.98M +$8.98M +138,016 New
WI
212
WrapManager Inc
California
$8.98M +$341K +5,243 +4%
ACM
213
Advisors Capital Management
New Jersey
$8.9M +$6.87M +105,666 +339%
GSEP
214
Golden State Equity Partners
California
$8.87M +$1.96M +30,090 +28%
AssetMark Inc
215
AssetMark Inc
California
$8.85M +$579K +8,903 +7%
CI
216
CX Institutional
Indiana
$8.8M -$134K -2,052 -1%
IRC
217
Investors Research Corp
Georgia
$8.72M +$389K +5,978 +5%
CAL
218
Capital Analysts LLC
Pennsylvania
$8.65M +$945K +14,529 +12%
CWM
219
Cornerstone Wealth Management
Missouri
$8.6M +$75.2K +1,156 +0.9%
HP
220
Hilltop Partners
Indiana
$8.54M -$19.5M -299,315 -70%
Comerica Bank
221
Comerica Bank
Texas
$8.49M +$3.96M +60,828 +87%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$8.39M +$8.39M +128,924 New
FZCM
223
Flynn Zito Capital Management
New York
$8.28M -$2.26M -34,727 -21%
PPWM
224
PFG Private Wealth Management
Florida
$8.26M -$6.39M -98,264 -44%
FSA
225
Financial Services Advisory
Maryland
$8.25M -$328K -5,048 -4%
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