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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
Lido Advisors
401
Lido Advisors
California
$2.21M +$226K +3,671 +12%
VW
402
Vance Wealth
California
$2.2M +$21.9K +355 +1%
CAM
403
Cobblestone Asset Management
Virginia
$2.17M +$5K +81 +0.2%
MWM
404
Marietta Wealth Management
Georgia
$2.16M
EWA
405
EP Wealth Advisors
California
$2.15M +$1.44M +23,338 +240%
LIA
406
LBMC Investment Advisors
Tennessee
$2.15M +$3.76K +61 +0.2%
FIA
407
Foundations Investment Advisors
Arizona
$2.14M -$727K -11,797 -27%
LTL
408
Lowery Thomas LLC
California
$2.13M -$3.27K -53 -0.2%
WAG
409
Winthrop Advisory Group
Massachusetts
$2.13M +$2.22K +36 +0.1%
RFN
410
RDA Financial Network
Iowa
$2.12M +$1.71M +27,799 +585%
SFS
411
Sowell Financial Services
Arkansas
$2.11M -$2.59M -41,930 -56%
FNWA
412
Financial Network Wealth Advisors
Utah
$2.11M +$2M +32,437 New
TFGT
413
TS Financial Group (TSFG)
Illinois
$2.11M -$1.15M -18,603 -36%
TWM
414
Triton Wealth Management
Arizona
$2.06M -$99.6K -1,615 -5%
MSS
415
Mitchell Sinkler & Starr
Pennsylvania
$2.05M +$1.94M +31,540 New
SFP
416
Shepherd Financial Partners
Massachusetts
$2.05M +$1.04M +16,916 +116%
OWA
417
Opal Wealth Advisors
New York
$2.04M +$182K +2,948 +10%
GEA
418
Glen Eagle Advisors
New Jersey
$2.04M +$179K +2,899 +10%
SIA
419
Soltis Investment Advisors
Utah
$2.03M +$23.2K +376 +1%
WIM
420
WealthPlan Investment Management
Nebraska
$2.02M +$50.9K +826 +3%
SL
421
Salomon & Ludwin
Virginia
$2M
WWA
422
WCG Wealth Advisors
Nevada
$1.99M +$68.6K +1,112 +4%
CA
423
Continuum Advisory
Idaho
$1.96M -$369K -5,986 -17%
GSIS
424
Global Strategic Investment Solutions
Arizona
$1.93M -$1.17M -19,037 -39%
ACM
425
Advance Capital Management
Michigan
$1.92M +$90.5K +1,468 +5%

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.