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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
AWM
601
Aviso Wealth Management
Washington
$535K +$507K +8,227 New
M1FG
602
Mach-1 Financial Group
Arkansas
$514K -$1M -16,232 -67%
CA
603
Calton & Associates
Florida
$509K -$1.66M -26,845 -77%
AF
604
Advisornet Financial
Minnesota
$508K +$5.43K +88 +1%
FMN
605
Financial Management Network
California
$507K -$45.5K -738 -8%
OSAM
606
O'Shaughnessy Asset Management
Connecticut
$504K -$33.5K -544 -7%
WAG
607
Wallace Advisory Group
California
$500K -$5.74K -93 -1%
CB
608
Community Bank
New York
$496K -$41K -665 -8%
KOC
609
Koss-Olinger Consulting
Florida
$495K +$123 +2 +0%
TSWM
610
Tyler-Stone Wealth Management
Ohio
$494K +$9.37K +152 +2%
FF
611
Fox Financial
Pennsylvania
$487K +$462K +7,485 New
TW
612
TrinityPoint Wealth
Connecticut
$479K +$25K +405 +6%
VWM
613
Venturi Wealth Management
Texas
$477K
CMAI
614
Capital Management Associates Inc
Minnesota
$475K +$20K +325 New
MFA
615
McClarren Financial Advisors
Pennsylvania
$471K -$16K -260 -3%
RPGK
616
Retirement Planning Group (Kansas)
Kansas
$470K -$32.4K -525 -7%
HHWM
617
Hiley Hunt Wealth Management
Nebraska
$470K +$446K +7,228 New
PFA
618
Pure Financial Advisors
California
$470K -$41.1K -666 -8%
AA
619
Altman Advisors
Illinois
$469K +$20.8K +338 +5%
EI
620
Ellevest Inc
New York
$469K -$31.7K -514 -7%
NC
621
NBW Capital
Massachusetts
$468K +$444K +7,197 New
TYCC
622
Texas Yale Capital Corp
Florida
$467K
SAG
623
Spotlight Asset Group
Illinois
$461K
PG
624
Prostatis Group
Maryland
$454K +$110K +1,778 +34%
CFS
625
Commonwealth Financial Services
West Virginia
$453K -$1.81M -29,377 -81%

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.