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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
CW
276
Connectus Wealth
Ohio
$5.59M -$61.5K -998 -1%
GL
277
Graypoint LLC
New York
$5.59M -$235K -3,815 -4%
KFI
278
Key Financial Inc
Pennsylvania
$5.57M +$52K +844 +1%
KCM
279
KM Capital Management
Texas
$5.52M +$179K +2,909 +4%
PWH
280
Priebe Wealth Holdings
Minnesota
$5.51M +$5.22M +84,720 New
TCA
281
Transcend Capital Advisors
New Jersey
$5.51M -$427K -6,930 -8%
BWM
282
BCS Wealth Management
Tennessee
$5.45M +$431K +6,990 +9%
ACA
283
Affinity Capital Advisors
California
$5.42M -$148K -2,401 -3%
PTC
284
Private Trust Company
Ohio
$5.42M +$1.31M +21,293 +34%
NFC
285
Northeast Financial Consultants
Connecticut
$5.38M +$745K +12,082 +17%
SAW
286
Signal Advisors Wealth
Michigan
$5.32M +$5.05M +81,884 New
CGFA
287
Colton Groome Financial Advisors
North Carolina
$5.31M -$1.17M -18,946 -19%
PFG
288
PAX Financial Group
Texas
$5.3M -$554K -8,981 -11%
WP
289
WealthPLAN Partners
Nebraska
$5.23M +$905K +14,674 +22%
SF
290
Summit Financial
New Jersey
$5.2M +$1.34M +21,749 +37%
MWM
291
Marion Wealth Management
Pennsylvania
$5.16M -$311K -5,051 -6%
FF
292
Financial Futures
New Jersey
$5.16M -$56.8K -921 -1%
TFA
293
Tobias Financial Advisors
Florida
$5.13M -$847K -13,739 -15%
BCG
294
Breakwater Capital Group
New Jersey
$5.11M +$16.4K +266 +0.4%
ODIJL
295
One Day In July LLC
Vermont
$5.11M -$66.4K -1,077 -1%
HIF
296
Hill Island Financial
Michigan
$5.08M +$10.9K +176 +0.2%
Cerity Partners
297
Cerity Partners
New York
$5.05M +$4.24M +68,807 +787%
PCMC
298
Planning Capital Management Corporation
Pennsylvania
$5.01M +$4.75M +76,990 New
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$4.96M +$82.8K +1,343 +2%
DWM
300
Denver Wealth Management
Colorado
$4.95M +$161K +2,607 +4%

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.