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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
BC
376
Burney Company
Virginia
$2.88M +$642K +10,403 +31%
AT
377
American Trust
Kentucky
$2.88M -$430K -6,981 -14%
TW
378
Towerpoint Wealth
California
$2.84M -$196K -3,178 -7%
Northern Trust
379
Northern Trust
Illinois
$2.83M +$18.1K +293 +0.7%
Renaissance Technologies
380
Renaissance Technologies
New York
$2.69M +$2.26M +36,600 +779%
ASN
381
Advisory Services Network
Georgia
$2.68M +$109K +1,766 +4%
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$2.66M +$191K +3,103 +8%
JWCA
383
J.W. Cole Advisors
Florida
$2.64M +$390K +6,319 +18%
GAG
384
GM Advisory Group
New York
$2.64M +$528K +8,560 +27%
ETIA
385
Epic Trust Investment Advisors
Washington
$2.62M +$105K +1,699 +4%
ISB
386
Iowa State Bank
Iowa
$2.61M +$61.9K +1,003 +3%
FFA
387
Fragasso Financial Advisors
Pennsylvania
$2.57M -$221K -3,581 -8%
SWA
388
Sightline Wealth Advisors
Connecticut
$2.51M +$540K +8,762 +29%
VVP
389
Venture Visionary Partners
Ohio
$2.48M +$467K +7,572 +25%
WP
390
WealthShield Partners
North Carolina
$2.47M -$39.3K -637 -2%
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$2.46M +$70K +1,135 +3%
Mirae Asset Global Investments
392
Mirae Asset Global Investments
South Korea
$2.45M -$12.3M -200,000 -84%
PIFP
393
Partners in Financial Planning
Virginia
$2.38M -$59.7K -968 -3%
BHBT
394
Burke & Herbert Bank & Trust
Virginia
$2.38M +$118K +1,908 +6%
SA
395
Scarborough Advisors
Maryland
$2.37M +$33.2K +538 +1%
YIA
396
YHB Investment Advisors
Connecticut
$2.34M -$71.6K -1,161 -3%
WAOI
397
Wealth Advisors of Iowa
Iowa
$2.29M +$324K +5,257 +18%
CJ
398
Caitlin John
Michigan
$2.23M +$2.11M +34,244 New
MWC
399
MBM Wealth Consultants
Missouri
$2.23M +$93.3K +1,513 +5%
SW
400
SkyOak Wealth
Michigan
$2.22M -$7.96K -129 -0.4%

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.