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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
IFG
351
Independent Financial Group
California
$3.69M -$376K -6,090 -10%
BRWA
352
B. Riley Wealth Advisors
Florida
$3.68M -$4.82M -78,111 -58%
TI
353
Tidal Investments
Wisconsin
$3.63M -$871K -14,129 -20%
AO
354
Advisor OS
Illinois
$3.58M -$589K -9,548 -15%
BCI
355
Brinker Capital Investments
Pennsylvania
$3.48M -$51.2M -829,996 -94%
OPS
356
Orion Portfolio Solutions
Nebraska
$3.48M -$51.2M -829,996 -94%
MCM
357
MidAtlantic Capital Management
Virginia
$3.46M +$3.28M +53,124 New
BBWP
358
Beacon Bridge Wealth Partners
Pennsylvania
$3.45M +$1.01M +16,435 +45%
LSIA
359
LaSalle St. Investment Advisors
Illinois
$3.36M -$3.15K -51 -1%
MWM
360
Modera Wealth Management
New Jersey
$3.34M -$29.2K -473 -0.9%
WWM
361
WJ Wealth Management
Arizona
$3.3M +$637K +10,326 +26%
CWA
362
Centennial Wealth Advisory
Michigan
$3.29M -$4.14M -67,109 -57%
AWM
363
Avior Wealth Management
Nebraska
$3.28M +$25.2K +409 +0.8%
SWA
364
Stratos Wealth Advisors
Ohio
$3.26M +$172K +2,792 +6%
AIM
365
Aspen Investment Management
Michigan
$3.23M +$330K +5,355 +12%
CAS
366
Coppell Advisory Solutions
Texas
$3.22M +$2.25M +36,428 +278%
LIA
367
Luken Investment Analytics
Tennessee
$3.14M -$32.7K -530 -1%
BA
368
Bristlecone Advisors
Washington
$3.09M +$660K +10,698 +29%
WA
369
Wambolt & Associates
Colorado
$3.08M +$593K +9,620 +26%
AWA
370
Arete Wealth Advisors
Illinois
$3.08M +$2.01M +32,630 +223%
PWG
371
Private Wealth Group
Florida
$3.01M +$2.85M +46,198 New
WFP
372
Wrenne Financial Planning
Kentucky
$2.99M +$2.83M +45,885 New
GWA
373
Gratus Wealth Advisors
Virginia
$2.93M +$2.78M +45,000 New
HGERS
374
Householder Group Estate & Retirement Specialist
Arizona
$2.92M -$463K -7,510 -14%
QCG
375
Quadrant Capital Group
Ohio
$2.9M +$62 +1 +0%

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.