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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$136M -$9M -146,005 -7%
AWM
27
AE Wealth Management
Kansas
$120M -$17.5M -284,081 -14%
Wells Fargo
28
Wells Fargo
California
$120M +$3.91M +63,412 +4%
NP
29
NorthRock Partners
Minnesota
$119M +$56.3M +912,180 +100%
TC
30
TownSquare Capital
Utah
$118M +$2.34M +37,975 +2%
Corient Private Wealth
31
Corient Private Wealth
Florida
$113M -$2.49M -40,403 -2%
NAS
32
Nicolet Advisory Services
Wisconsin
$111M -$9.51M -154,180 -8%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$109M +$20.4M +330,635 +25%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$108M +$14.4M +232,803 +16%
B
35
Bridgeworth
Alabama
$103M -$1.27M -20,613 -1%
FNT
36
First National Trust
Pennsylvania
$98.9M +$49.3M +799,660 +111%
FCAS
37
First Command Advisory Services
Texas
$92.1M +$3.09M +50,133 +4%
FWM
38
Focused Wealth Management
New York
$87.9M -$2.8M -45,379 -3%
CAN
39
Cetera Advisor Networks
California
$87M -$2.74M -44,376 -3%
CWM
40
Connecticut Wealth Management
Connecticut
$86.9M -$171K -2,772 -0.2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$84.7M +$5.56M +90,116 +7%
HighTower Advisors
42
HighTower Advisors
Illinois
$84.6M -$1.82M -29,515 -2%
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$83.6M +$2.52M +40,818 +3%
Goldman Sachs
44
Goldman Sachs
New York
$83.5M +$31.6M +511,646 +66%
GI
45
GLOBALT Investments
Georgia
$80.1M +$75.9M +1,231,415 New
KW
46
KWB Wealth
California
$79.2M +$16.6M +269,348 +28%
SC
47
Savant Capital
Illinois
$75.9M -$396K -6,420 -0.5%
BSG
48
Black Swift Group
Colorado
$75.1M +$37.9M +614,203 +114%
SPWG
49
Syntegra Private Wealth Group
Missouri
$71.7M -$831K -13,481 -1%
ONB
50
Old National Bancorp
Indiana
$67.4M +$1.65M +26,690 +3%

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.