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State Street SPDR Portfolio S&P 500 Growth ETF

916 hedge funds and large institutions have $17.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 359 increasing their positions, 317 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 37

133% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $4.9M

19% more capital invested

Capital invested by funds: $14.4B → $17.2B (+$2.74B)

16% more funds holding in top 10

Funds holding in top 10: 144167 (+23)

13% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 317

11% more funds holding

Funds holding: 823916 (+93)

2.32% more ownership

Funds ownership: 77.53%79.86% (+2.3%)

Holders
916
Holders Change
+93
Holders Change %
+11.3%
% of All Funds
13.35%
Holding in Top 10
167
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+15.97%
% of All Funds
2.43%
New
137
Increased
359
Reduced
317
Closed
37
Calls
$11.4M
Puts
$4.9M
Net Calls
+$6.5M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
251
GoalVest Advisory
New York
$6.38M -$178K -2,883 -3%
FMP
252
Financial Management Professionals
Texas
$6.38M +$20.2K +327 +0.3%
OAM
253
Occidental Asset Management
California
$6.32M -$90.4K -1,466 -1%
USCWA
254
U.S. Capital Wealth Advisors
Texas
$6.27M +$5.04M +81,719 +560%
EWA
255
EverSource Wealth Advisors
Alabama
$6.26M -$815K -13,209 -12%
IWP
256
IAG Wealth Partners
Wisconsin
$6.26M -$195K -3,159 -3%
BPA
257
Beacon Pointe Advisors
California
$6.25M -$64.6K -1,047 -1%
IPW
258
Intergy Private Wealth
Colorado
$6.18M +$260K +4,209 +5%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$6.15M -$243K -3,933 -4%
RW
260
Regimen Wealth
Georgia
$6.14M -$320K -5,191 -5%
IGWM
261
ICA Group Wealth Management
Colorado
$6.12M -$12.3M -200,014 -68%
AAS
262
Asset Allocation Strategies
Michigan
$6.11M +$2.05M +33,285 +55%
RZH
263
Relyea Zuckerberg Hanson
Connecticut
$6.08M +$44K +713 +0.8%
MWM
264
Meridian Wealth Management
Kentucky
$6.04M +$6.91K +112 +0.1%
AC
265
Avestar Capital
New York
$5.95M +$1.44M +23,425 +34%
Baird Financial Group
266
Baird Financial Group
Wisconsin
$5.95M -$301K -4,876 -5%
TFA
267
Tranquilli Financial Advisor
New Jersey
$5.94M +$1.21M +19,613 +27%
EWM
268
Echo Wealth Management
Minnesota
$5.9M -$6.44M -104,506 -53%
Bank Julius Baer & Co
269
Bank Julius Baer & Co
Switzerland
$5.88M -$3.11M -50,448 -36%
AAS
270
Avantax Advisory Services
Texas
$5.82M +$57K +925 +1%
HI
271
Harbour Investments
Wisconsin
$5.79M +$250K +4,061 +5%
CFGF
272
Compass Financial Group (Florida)
Florida
$5.74M +$58.7K +952 +1%
AI
273
Atria Investments
North Carolina
$5.72M +$2.94M +47,747 +119%
SAM
274
Sequent Asset Management
Texas
$5.71M -$39.8K -645 -0.7%
GFG
275
Goldstone Financial Group
Illinois
$5.63M +$1.04M +16,795 +24%

SPYG Hedge Fund Activity: Q4 2023 in Review

916 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2023, worth a combined $17.2B — up 19% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SPYG positions and 37 closed out — a net gain of 100 holders — while 359 added to existing stakes and 317 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $414M. The largest seller was Envestnet Asset Management, cutting an estimated $279M.

  • 916 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2023, up from 823 in Q3 2023.
  • Funds reported $17.2B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 137 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2023 and 37 closed out, a net change of +100 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $414M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2023.