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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
KCIC
501
Kuhn & Co Investment Counsel
Illinois
$1.1M +$1.04M +16,849 New
MOS
502
MGO One Seven
Ohio
$1.08M +$569K +9,221 +124%
SSW
503
Stone Summit Wealth
Florida
$1.08M -$31.3K -508 -3%
LJAC
504
L.J. Altfest & Co
New York
$1.07M -$394K -6,387 -28%
GW
505
GW & Wade
Massachusetts
$1.06M +$210K +3,400 +26%
MG
506
Mather Group
Illinois
$1.06M -$156K -2,529 -13%
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$1.06M +$45.8K +742 +5%
OFS
508
OneAscent Financial Services
Alabama
$1.04M +$779K +12,632 +372%
BB
509
Berkshire Bank
Massachusetts
$1.04M -$8.94K -145 -0.9%
MMA
510
Miracle Mile Advisors
California
$1.03M -$17.5K -283 -2%
WP
511
WMS Partners
Maryland
$1.03M
ML
512
McAdam LLC
Pennsylvania
$1.02M -$82.9K -1,344 -8%
CAM
513
Cresset Asset Management
Illinois
$1.01M -$102K -1,651 -10%
AWS
514
Arkfeld Wealth Strategies
Nebraska
$994K +$5.92K +96 +0.6%
WPC
515
White Pine Capital
Minnesota
$993K -$270K -4,373 -22%
MCC
516
Money Concepts Capital
Florida
$990K +$100K +1,622 +12%
CT
517
Caldwell Trust
Florida
$976K +$6.66K +108 +0.7%
CA
518
Centerpoint Advisors
Massachusetts
$971K +$34.2K +555 +4%
PP
519
Prosperity Planning
Missouri
$965K -$34.8K -565 -4%
AWAU
520
Alliance Wealth Advisors (Utah)
Utah
$959K -$23.1K -375 -2%
SI
521
Stephens Inc
Arkansas
$943K +$42.3K +686 +5%
Citigroup
522
Citigroup
New York
$933K +$338K +5,473 +62%
AFWM
523
AMJ Financial Wealth Management
Virginia
$921K +$873K +14,161 New
CPIG
524
Chicago Partners Investment Group
Illinois
$919K +$31.9K +517 +4%
RAG
525
RIA Advisory Group
Iowa
$908K +$118K +1,910 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.