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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
Focus Partners Wealth
451
Focus Partners Wealth
Massachusetts
$1.56M +$1.48M +24,058 New
FIC
452
FCG Investment Company
Tennessee
$1.55M +$1.47M +23,873 New
WWS
453
Wellington Wealth Strategies
Indiana
$1.55M +$201K +3,266 New
PA
454
Pinnacle Associates
New York
$1.55M +$308 +5 +0%
DWM
455
Drive Wealth Management
Utah
$1.51M -$855K -13,859 -37%
ICP
456
Interchange Capital Partners
Pennsylvania
$1.51M -$172K -2,786 -11%
RW
457
Rede Wealth
Virginia
$1.5M -$176K -2,850 -11%
RCAG
458
Rehmann Capital Advisory Group
Michigan
$1.5M -$283K -4,596 -17%
PRWA
459
Platte River Wealth Advisors
Colorado
$1.5M
LNC
460
Lincoln National Corp
Pennsylvania
$1.5M +$34.1K +553 +2%
MWM
461
Mission Wealth Management
California
$1.49M -$19.7K -320 -1%
WAM
462
WNY Asset Management
New York
$1.45M +$10.4K +168 +0.8%
PPP
463
Private Portfolio Partners
New Jersey
$1.45M +$370 +6 +0%
Invesco
464
Invesco
Georgia
$1.41M -$17.7K -287 -1%
CFP
465
Curran Financial Partners
South Carolina
$1.41M -$10.9K -176 -0.8%
ECG
466
Edge Capital Group
Georgia
$1.41M
HAS
467
HBW Advisory Services
California
$1.37M +$44.5K +722 +4%
CFGS
468
Concourse Financial Group Securities
Alabama
$1.34M +$195K +3,167 +18%
KMWM
469
Keudell/Morrison Wealth Management
Oregon
$1.34M -$38.7K -628 -3%
SFC
470
Strategic Financial Concepts
Texas
$1.32M +$541K +8,776 +76%
PIA
471
Pinion Investment Advisors
Kansas
$1.31M -$16.5K -268 -1%
SFPG
472
Stonebridge Financial Planning Group
Florida
$1.31M +$143K +2,326 +13%
BMD
473
Better Money Decisions
New Mexico
$1.31M -$755K -12,238 -38%
TFG
474
Tilson Financial Group
New Jersey
$1.3M -$101K -1,640 -8%
PWM
475
Power Wealth Management
Georgia
$1.3M +$1.23M +19,929 New

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.