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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
SPIA
301
Steward Partners Investment Advisory
New York
$4.91M +$2.12M +34,443 +84%
FAAM
302
First Ascent Asset Management
Colorado
$4.89M +$334K +5,424 +8%
SWM
303
Spire Wealth Management
Virginia
$4.89M -$149K -2,424 -3%
PWG
304
Portside Wealth Group
Utah
$4.87M -$80.2K -1,301 -2%
AI
305
Auour Investments
Massachusetts
$4.83M +$105K +1,695 +2%
UWM
306
USAdvisors Wealth Management
Minnesota
$4.83M +$4.57M +74,180 New
CA
307
Cetera Advisors
Colorado
$4.82M -$711K -11,527 -13%
TW
308
Transform Wealth
Colorado
$4.79M -$130K -2,103 -3%
WFPG
309
Waller Financial Planning Group
Ohio
$4.63M -$106K -1,727 -2%
LA
310
LexAurum Advisors
Kansas
$4.59M +$265K +4,299 +6%
IA
311
IFP Advisors
Florida
$4.57M -$4.88M -79,209 -53%
1IA
312
1834 Investment Advisors
Wisconsin
$4.56M +$122K +1,986 +3%
SAI
313
Systematic Alpha Investments
New Jersey
$4.55M +$4.32M +70,000 New
DWM
314
Dogwood Wealth Management
Kansas
$4.53M +$4.29M +69,633 New
CFG
315
Cooper Financial Group
California
$4.48M -$20.4K -331 -0.5%
JFG
316
JDM Financial Group
Texas
$4.45M +$7.28K +118 +0.2%
MSRI
317
Michael S. Ryan Inc
New York
$4.41M +$203K +3,295 +5%
MSAM
318
Moloney Securities Asset Management
Missouri
$4.38M -$27.9K -452 -0.7%
FFA
319
Farther Finance Advisors
California
$4.38M +$4.05M +65,725 +4,062%
NEWAS
320
N.E.W. Advisory Services
Wisconsin
$4.35M -$2.31M -37,446 -36%
BBP
321
Banco BTG Pactual
Brazil
$4.34M +$4.1M +66,509 New
FC
322
Financial Council
Maryland
$4.3M +$495K +8,029 +14%
RF
323
Rollins Financial
Georgia
$4.28M -$447K -7,246 -10%
RFA
324
Rollins Financial Advisors
New York
$4.28M +$4.06M +65,766 New
GWSG
325
GPS Wealth Strategies Group
Colorado
$4.28M -$4.25M -68,861 -51%

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.