SPYG icon

SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

941 hedge funds and large institutions have $19.3B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 384 increasing their positions, 350 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+31
Holders Change %
+3.41%
% of All Funds
13.64%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.44%
New
94
Increased
384
Reduced
350
Closed
48
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$160M
2
LPL Financial
LPL Financial
California
$2.05B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$362M
4
Ameriprise
Ameriprise
Minnesota
$577M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$178M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$468M
2
FGAM
Financial Gravity Asset Management
Texas
$21.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$171M
4
Bank of America
Bank of America
North Carolina
$218M
5
Financial Engines Advisors
Financial Engines Advisors
California
$1.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.05B +$114M +1,561,590 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.58B -$58.5M -800,187 -4%
AF
3
Allworth Financial
California
$933M +$22.7M +310,361 +2%
Ameriprise
4
Ameriprise
Minnesota
$577M +$54.9M +750,186 +11%
HI
5
Horizon Investments
North Carolina
$544M +$49.9M +681,952 +10%
Morgan Stanley
6
Morgan Stanley
New York
$468M -$443M -6,053,517 -49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$392M -$27.9M -380,769 -7%
EH
8
Equitable Holdings
New York
$370M +$15.8M +216,080 +4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$362M +$74.6M +1,019,994 +26%
VA
10
Valmark Advisers
Ohio
$359M +$374K +5,110 +0.1%
HWM
11
HB Wealth Management
Georgia
$295M +$16.9M +238,356 +6%
UBS Group
12
UBS Group
Switzerland
$269M +$2.69M +36,734 +1%
DWM
13
Dynasty Wealth Management
Florida
$263M +$263M +3,589,961 New
QWP
14
Quotient Wealth Partners
Texas
$253M +$45.4M +621,142 +22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$252M +$33.8M +462,228 +16%
Bank of America
16
Bank of America
North Carolina
$218M -$61.7M -843,377 -22%
AA
17
Advisory Alpha
Michigan
$211M +$15.1M +206,571 +8%
OWM
18
Orgel Wealth Management
Wisconsin
$207M -$5.63M -76,942 -3%
PAG
19
Private Advisor Group
New Jersey
$200M +$19.7M +268,811 +11%
RA
20
RFG Advisory
Alabama
$192M +$376K +5,145 +0.2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$178M +$54.7M +747,906 +45%
Osaic Holdings
22
Osaic Holdings
Arizona
$171M -$78.2M -1,068,943 -31%
WJA
23
Willis Johnson & Associates
Texas
$164M -$7.12M -97,338 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$162M -$17.5M -238,665 -10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$160M +$118M +1,619,888 +283%
1
2 3 4 5