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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
VFA
426
Valeo Financial Advisors
Indiana
$1.88M -$13.9K -226 -0.8%
US Bancorp
427
US Bancorp
Minnesota
$1.88M -$412K -6,686 -19%
CIAS
428
Capital Investment Advisory Services
North Carolina
$1.85M +$50.9K +826 +3%
BW
429
BIP Wealth
Georgia
$1.85M +$83.2K +1,349 +5%
FIM
430
Fernwood Investment Management
Massachusetts
$1.84M +$124K +2,018 +8%
NF
431
Nvest Financial
New Hampshire
$1.83M +$165K +2,668 +10%
Millennium Management
432
Millennium Management
New York
$1.83M +$551K +8,930 +47%
AIP
433
Ameritas Investment Partners
Nebraska
$1.8M -$31.8K -516 -2%
SF
434
Safeguard Financial
Wisconsin
$1.78M -$10.5K -170 -0.6%
William Blair & Company
435
William Blair & Company
Illinois
$1.77M -$54.8K -889 -3%
RIA
436
Regal Investment Advisors
Michigan
$1.75M +$95.2K +1,544 +6%
MP
437
McDonald Partners
Ohio
$1.72M -$44.6K -724 -3%
ELI
438
Empire Life Investments
Ontario, Canada
$1.72M -$154K -2,500 -9%
OBWG
439
Onyx Bridge Wealth Group
New York
$1.71M -$28.1K -456 -2%
RMAM
440
Raab & Moskowitz Asset Management
New Jersey
$1.68M +$18.5K +300 +1%
OIA
441
OneDigital Investment Advisors
Kansas
$1.67M -$171K -2,772 -10%
IP
442
Ignite Planners
California
$1.67M -$66.7K -1,081 -4%
IA
443
IFG Advisory
Georgia
$1.65M +$696K +11,289 +94%
CBC
444
Coombe, Bender & Co
New York
$1.65M +$47.1K +764 +3%
IWS
445
Integrity Wealth Solutions
Colorado
$1.64M +$1.56M +25,236 New
LMKC
446
L.M. Kohn & Company
Ohio
$1.63M +$380K +6,156 +33%
VFPW
447
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.63M +$1.54M +25,024 New
MWM
448
Modern Wealth Management
Kansas
$1.6M +$1.52M +24,658 New
MA
449
MONECO Advisors
Connecticut
$1.59M -$52.8K -856 -3%
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$181K +2,929 +14%

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.