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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
551
FC Advisory
Pennsylvania
$773K +$2.16K +35 +0.3%
SS
552
Sunbelt Securities
Texas
$770K +$247 +4 +0%
CAC
553
Certified Advisory Corp
Florida
$770K +$26.7K +433 +4%
TVAMP
554
Tennessee Valley Asset Management Partners
Tennessee
$753K +$714K +11,574 New
SWM
555
SFG Wealth Management
Maryland
$749K -$26.6K -432 -4%
RSA
556
River Street Advisors
Illinois
$734K +$1.85K +30 +0.3%
ICG
557
InterOcean Capital Group
Tennessee
$730K
PA
558
PFG Advisors
Arizona
$721K +$39.6K +642 +6%
AWM
559
Apollon Wealth Management
South Carolina
$714K -$173K -2,808 -20%
PMFA
560
Plante Moran Financial Advisors
Michigan
$712K -$41.3K -670 -6%
FDDB
561
Fidelity D&D Bancorp
Pennsylvania
$704K
WCG
562
Wall Capital Group
Arizona
$700K +$225K +3,655 +51%
STA
563
Summit Trail Advisors
New York
$699K -$6.23K -101 -0.9%
CP
564
Castleview Partners
Texas
$698K +$661K +10,718 +153,114%
IAA
565
Independent Advisor Alliance
North Carolina
$669K +$250K +4,051 +65%
PFA
566
Pinnacle Family Advisors
Missouri
$668K -$164K -2,664 -21%
FA
567
Fiduciary Alliance
South Carolina
$668K +$12.9K +210 +2%
BSW
568
Buckingham Strategic Wealth
Missouri
$663K +$34.5K +560 +6%
6F
569
626 Financial
Michigan
$660K -$78.1K -1,266 -11%
DCM
570
DGS Capital Management
New Jersey
$656K -$4.25K -69 -0.7%
CWS
571
Confluence Wealth Services
Pennsylvania
$650K +$14.4K +233 +2%
S
572
SignatureFD
Georgia
$647K +$369K +5,979 +151%
LL
573
LWMG LLC
Minnesota
$642K -$12.5K -202 -2%
BAG
574
Bridgewealth Advisory Group
California
$640K +$606K +9,832 New
CW
575
CreativeOne Wealth
Kansas
$638K +$86.6K +1,405 +17%

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.