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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
HVIA
576
Hudson Valley Investment Advisors
New York
$638K -$50.6K -820 -8%
FNBOO
577
First National Bank of Omaha
Nebraska
$630K
Kovitz Investment Group Partners
578
Kovitz Investment Group Partners
Illinois
$629K +$678 +11 +0.1%
SHJ
579
Sharkey, Howes & Javer
Colorado
$626K +$72.8K +1,181 +14%
BC
580
Brio Consultants
California
$620K +$1.48K +24 +0.3%
SCP
581
Stevens Capital Partners
Nebraska
$619K +$3.15K +51 +0.5%
MFWP
582
Mosaic Family Wealth Partners
Missouri
$617K +$2.1K +34 +0.4%
TA
583
TFB Advisors
Kansas
$610K -$158K -2,557 -21%
WH
584
Willner & Heller
California
$602K +$570K +9,248 New
SPWM
585
Schrum Private Wealth Management
Florida
$597K -$29.7K -482 -5%
GIA
586
Gladstone Institutional Advisory
Florida
$590K +$48.4K +785 +9%
CAMG
587
CWA Asset Management Group
Florida
$580K
LWANC
588
Laurel Wealth Advisors (North Carolina)
North Carolina
$578K +$15.3K +248 +3%
RFN
589
Redwood Financial Network
Ohio
$577K -$97K -1,573 -15%
CFB
590
Cullen/Frost Bankers
Texas
$563K -$428K -6,945 -45%
IW
591
Imprint Wealth
South Carolina
$563K -$20.4K -330 -4%
CS
592
Crescent Sterling
Louisiana
$560K -$1.54K -25 -0.3%
VWA
593
Visionary Wealth Advisors
Illinois
$558K +$16.1K +261 +3%
OCPWS
594
One Charles Private Wealth Services
Massachusetts
$557K -$66.8K -1,084 -11%
JWA
595
JFS Wealth Advisors
Pennsylvania
$557K -$41.8K -678 -7%
Qube Research & Technologies (QRT)
596
Qube Research & Technologies (QRT)
United Kingdom
$554K -$119K -1,926 -18%
CMI
597
Clare Market Investments
Texas
$552K -$37.5K -608 -7%
AC
598
AIFG Consultants
New York
$550K -$32.3K -523 -6%
EFS
599
Essex Financial Services
Connecticut
$544K -$3.76K -61 -0.7%
GT
600
Glenmede Trust
Pennsylvania
$543K

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.