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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
Charles Schwab
626
Charles Schwab
California
$452K -$63.7K -1,033 -13%
WSWA
627
Warren Street Wealth Advisors
California
$451K -$12.9K -209 -3%
VF
628
Vawter Financial
Ohio
$448K
JCM
629
Jacobi Capital Management
Pennsylvania
$443K
PMG
630
ProVise Management Group
Florida
$440K
PC
631
Permanens Capital
New York
$439K
MCWS
632
McKinley Carter Wealth Services
West Virginia
$437K -$3.76K -61 -0.9%
FTS
633
Fifth Third Securities
Ohio
$437K +$24.2K +393 +6%
SWA
634
Strategies Wealth Advisors
Michigan
$433K -$2.47K -40 -0.6%
ST
635
Somerset Trust
Pennsylvania
$432K +$52.4K +850 +15%
SAI
636
Savvy Advisors Inc
New York
$426K +$404K +6,555 New
AWM
637
Accurate Wealth Management
Florida
$418K +$47.9K +776 +14%
BA
638
Ballast Advisors
Minnesota
$408K -$17K -275 -4%
CAG
639
Csenge Advisory Group
Florida
$406K -$495K -8,033 -56%
S4W
640
Solutions 4 Wealth
Texas
$404K +$383K +6,204 New
SA
641
Strategic Advocates
Utah
$398K -$200K -3,251 -35%
AF
642
Arrow Financial
New York
$398K -$18.5K -300 -5%
LW
643
Linscomb Wealth
Texas
$397K -$4.75K -77 -1%
HNB
644
Huntington National Bank
Ohio
$395K
PWP
645
Principle Wealth Partners
Connecticut
$393K +$18.7K +303 +5%
UCB
646
United Community Bank
South Carolina
$390K
IAN
647
Integrated Advisors Network
Texas
$384K +$4.32K +70 +1%
FPAS
648
Focus Partners Advisor Solutions
Missouri
$383K -$32.8K -532 -8%
ACI
649
Alpha Cubed Investments
California
$380K -$20K -325 -5%
DFG
650
Delta Financial Group
New Jersey
$379K

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.