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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
SAF
651
Smith Anglin Financial
Texas
$377K
CFD
652
Creative Financial Designs
Indiana
$377K -$4.87K -79 -1%
HF
653
Halpern Financial
Virginia
$376K
NS
654
NBC Securities
Alabama
$376K +$4.69K +76 +1%
BBNA
655
Bremer Bank National Association
Minnesota
$375K +$28.1K +456 +9%
SBIA
656
Sheaff Brock Investment Advisors
Indiana
$372K
BP
657
Ballentine Partners
Massachusetts
$371K
AWMNH
658
Arcadia Wealth Management (New Hampshire)
New Hampshire
$370K +$24.9K +404 +8%
CC
659
Callan Capital
California
$367K -$227K -3,688 -40%
Franklin Resources
660
Franklin Resources
California
$365K -$24.9K -404 -7%
OC
661
Oppenheimer & Co
New York
$362K -$1.17K -19 -0.3%
AFG
662
Atomi Financial Group
New York
$362K -$617K -10,009 -64%
EWM
663
EPG Wealth Management
Georgia
$361K +$740 +12 +0.2%
ITC
664
Inspire Trust Company
Nevada
$360K +$342K +5,540 New
BG
665
Benedetti & Gucer
Georgia
$359K +$1.48K +24 +0.4%
FC
666
Fusion Capital
South Carolina
$359K -$925 -15 -0.3%
3F
667
360 Financial
Minnesota
$358K +$340K +5,510 New
PO
668
Private Ocean
California
$354K +$222K +3,605 +196%
PCA
669
Prosperity Capital Advisors
Ohio
$352K -$38.7K -627 -10%
MCM
670
MAI Capital Management
Ohio
$352K +$2.16K +35 +0.7%
WAM
671
Wallington Asset Management
Indiana
$352K -$212K -3,430 -39%
FT
672
Fiduciary Trust
Massachusetts
$349K +$56K +908 +20%
CWM
673
Cahaba Wealth Management
Georgia
$347K -$5.55K -90 -2%
MCM
674
McDonough Capital Management
Florida
$347K +$29.3K +475 +10%
TIA
675
Traphagen Investment Advisors
New Jersey
$342K -$8.14K -132 -2%

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.