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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
QWP
4
Quotient Wealth Partners
Texas
$184M
5
HI
5
Horizon Investments
North Carolina
$439M

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
BCI
5
Brinker Capital Investments
Pennsylvania
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.72B 26,473,672 +3,324,346 +14%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.46B 22,455,586 +275,318 +1%
Morgan Stanley
3
Morgan Stanley
New York
$810M 12,456,954 +6,711,635 +117%
AF
4
Allworth Financial
California
$810M 12,447,369 +350,344 +3%
Ameriprise
5
Ameriprise
Minnesota
$464M 7,136,142 +1,887,610 +36%
HI
6
Horizon Investments
North Carolina
$439M 6,754,598 +2,234,208 +49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$373M 5,740,456 -4,524,427 -44%
VA
8
Valmark Advisers
Ohio
$319M 4,900,227 +36,180 +0.7%
EH
9
Equitable Holdings
New York
$315M 4,848,820 +229,450 +5%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$256M 3,927,986 +3,456,691 +733%
Bank of America
11
Bank of America
North Carolina
$249M 3,827,995 +900,364 +31%
HWM
12
HB Wealth Management
Georgia
$247M 3,911,038 +84,644 +2%
UBS Group
13
UBS Group
Switzerland
$237M 3,644,808 +217,894 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$222M 3,404,399 -4,242,660 -55%
FGAM
15
Financial Gravity Asset Management
Texas
$208M 1,997,973 +153,621 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$194M 2,980,975 +406,667 +16%
OWM
17
Orgel Wealth Management
Wisconsin
$189M 2,901,613 -91,326 -3%
QWP
18
Quotient Wealth Partners
Texas
$184M 2,832,398 +2,832,398 New
AA
19
Advisory Alpha
Michigan
$174M 2,680,203 +8,556 +0.3%
RA
20
RFG Advisory
Alabama
$171M 2,624,266 -48,598 -2%
ACM
21
AlphaStar Capital Management
North Carolina
$164M 1,259,908 -49,835 -4%
PAG
22
Private Advisor Group
New Jersey
$161M 2,469,431 +4,192 +0.2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$159M 2,451,046 +409,182 +20%
WJA
24
Willis Johnson & Associates
Texas
$152M 2,340,371 +69,800 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$136M 2,087,170 +271,564 +15%
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