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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
FA
476
FDx Advisors
Illinois
$1.28M -$224K -3,636 -16%
LAS
477
LWM Advisory Services
Florida
$1.28M +$12.7K +206 +1%
SB
478
Strategic Blueprint
Georgia
$1.27M -$40.4K -655 -3%
SIAS
479
Summit Investment Advisory Services
Minnesota
$1.26M +$220K +3,570 +23%
PNC Financial Services Group
480
PNC Financial Services Group
Pennsylvania
$1.26M +$56.5K +917 +5%
BBA
481
BLB&B Advisors
Pennsylvania
$1.25M +$609K +9,879 +106%
T
482
Tidemark
California
$1.25M +$1.18M +19,178 New
CM
483
Churchill Management
California
$1.23M +$82K +1,329 +8%
TCWA
484
Turtle Creek Wealth Advisors
Texas
$1.23M +$1.17M +18,914 New
GWP
485
Gateway Wealth Partners
Wisconsin
$1.23M -$153K -2,476 -12%
JWS
486
Juncture Wealth Strategies
Arizona
$1.22M -$49.3K -800 -4%
QWM
487
Quadcap Wealth Management
Texas
$1.22M +$1.15M +18,693 New
MGIA
488
Moneta Group Investment Advisors
Missouri
$1.2M +$284K +4,602 +33%
Pathstone Holdings
489
Pathstone Holdings
New Jersey
$1.19M +$1.13M +18,367 New
TBWA
490
Three Bridge Wealth Advisors
California
$1.18M
MF
491
Meridian Financial
Massachusetts
$1.18M +$21.7K +352 +2%
YIH
492
Y-Intercept (HK)
Hong Kong
$1.17M +$1.11M +17,982 New
FFN
493
Focus Financial Network
Minnesota
$1.17M +$544K +8,818 +97%
AWM
494
Aprio Wealth Management
Georgia
$1.15M -$80.1K -1,299 -7%
Betterment LLC
495
Betterment LLC
New York
$1.13M +$20.9K +339 +2%
AWM
496
Angeles Wealth Management
California
$1.12M +$25.7K +417 +2%
LA
497
Lifeworks Advisors
Michigan
$1.12M +$385K +6,246 +57%
SWM
498
SigFig Wealth Management
California
$1.12M -$4.54M -73,613 -81%
SS
499
Simplicity Solutions
Minnesota
$1.11M +$184K +2,984 +21%
IMC Chicago
500
IMC Chicago
Illinois
$1.11M -$620K -10,056 -37%

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.