We are live on ! Find out more
SPYG icon

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
OAM
326
Oppenheimer Asset Management
New York
$4.19M +$2.1K +34 +0.1%
SXL
327
Summit X LLC
Missouri
$4.18M +$76K +1,232 +2%
EMAM
328
Encompass More Asset Management
California
$4.16M +$3.95M +63,981 New
SF
329
Synovus Financial
Georgia
$4.14M -$76.2M -1,235,733 -95%
LFG
330
Larson Financial Group
Missouri
$4.11M -$18.4K -298 -0.5%
IF
331
Intrua Financial
Texas
$4.09M -$96.4K -1,563 -2%
DWM
332
Darwin Wealth Management
Florida
$4.06M -$828K -13,422 -18%
PA
333
PSI Advisors
Florida
$3.98M +$387K +6,274 +11%
MWA
334
Motive Wealth Advisors
Michigan
$3.96M -$214K -3,478 -5%
GP
335
Girard Partners
Pennsylvania
$3.95M -$493 -8 -0%
CAGAS
336
Capital Advisory Group Advisory Services
Minnesota
$3.93M +$69.1K +1,120 +2%
HPC
337
Hobart Private Capital
North Carolina
$3.92M +$58.2K +943 +2%
Rockefeller Capital Management
338
Rockefeller Capital Management
New York
$3.92M -$292K -4,732 -7%
SAM
339
Smartleaf Asset Management
Massachusetts
$3.92M +$3.7M +59,980 New
FCMT
340
Founders Capital Management (Texas)
Texas
$3.9M +$17.5K +283 +0.5%
DI
341
DAGCO Inc
Ohio
$3.84M +$2.51M +40,678 +221%
DWS
342
Dynamic Wealth Strategies
California
$3.84M +$3.64M +59,092 New
AFP
343
Ausdal Financial Partners
Iowa
$3.84M +$26.3K +427 +0.7%
LA
344
Lane & Associates
New Jersey
$3.83M -$234K -3,792 -6%
RIS
345
Retirement Income Solutions
Michigan
$3.82M +$321K +5,206 +10%
SP
346
Stonebrook Private
Michigan
$3.82M +$3.62M +58,703 New
CFG
347
Citizens Financial Group
Rhode Island
$3.81M -$322K -5,224 -8%
RWPA
348
Richard W. Paul & Associates
Michigan
$3.81M +$2.9K +47 +0.1%
SWMG
349
Sanchez Wealth Management Group
Florida
$3.79M +$97.3K +1,578 +3%
AMG
350
Asset Management Group
Connecticut
$3.71M +$55.1K +893 +2%

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.