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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
SAG
526
SageView Advisory Group
California
$907K +$180K +2,918 +28%
SW
527
Simplicity Wealth
New Jersey
$903K +$284K +4,605 +50%
TFS
528
Thoroughbred Financial Services
Tennessee
$901K
GFP
529
Gryphon Financial Partners
Ohio
$891K +$844K +13,688 New
IHWM
530
Iron Horse Wealth Management
Iowa
$888K -$3.33K -54 -0.4%
JWBC
531
John W. Brooker & Co
California
$881K -$9.5K -154 -1%
JGIA
532
Jackson Grant Investment Advisers
Connecticut
$874K -$9.25K -150 -1%
MWM
533
MY Wealth Management
Maryland
$868K
NL
534
NWAM LLC
Washington
$855K -$67.9K -1,101 -8%
TPWM
535
Twelve Points Wealth Management
Massachusetts
$855K -$26.9K -436 -3%
KWA
536
Kingswood Wealth Advisors
California
$853K +$372K +6,029 +85%
SA
537
Sunesis Advisors
Kansas
$851K
BEI
538
Benjamin Edwards Inc
Missouri
$847K +$25.3K +411 +3%
FHA
539
First Horizon Advisors
Tennessee
$844K +$730K +11,831 +1,037%
FWM
540
Fingerlakes Wealth Management
New York
$841K -$2.47K -40 -0.3%
PS
541
Principal Securities
Iowa
$837K +$793K +12,861 New
WEG
542
World Equity Group
Illinois
$831K -$183K -2,972 -19%
OGF
543
Orin Green Financial
California
$822K -$5.24K -85 -0.7%
WPW
544
Waldron Private Wealth
Pennsylvania
$809K
PT
545
Plimoth Trust
Massachusetts
$806K -$28.1K -455 -4%
SSB
546
Sandy Spring Bank
Maryland
$804K +$762K +12,355 New
FW
547
FirstPurpose Wealth
Utah
$797K -$432 -7 -0.1%
LF
548
Lantz Financial
Illinois
$796K +$9.5K +154 +1%
SFG
549
Sovereign Financial Group
Connecticut
$794K -$16.4K -266 -2%
AIC
550
Ayalon Insurance Company
Israel
$789K -$441K -7,150 -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.