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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
MC
676
Moors & Cabot
Massachusetts
$340K +$322K +5,223 New
MIM
677
Moseley Investment Management
Florida
$338K -$30K -486 -9%
RSS
678
Rosenblum Silverman Sutton
California
$336K +$27.4K +445 +9%
AWE
679
Avidian Wealth Enterprises
Texas
$334K -$186K -3,019 -37%
BAM
680
Belpointe Asset Management
Nevada
$334K +$316K +5,126 New
AWA
681
Acorn Wealth Advisors
Michigan
$332K -$8.2K -133 -3%
TFA
682
Teamwork Financial Advisors
Texas
$331K -$46.3K -750 -13%
HIP
683
HUB Investment Partners
Texas
$329K +$311K +5,051 New
DIA
684
Dana Investment Advisors
Wisconsin
$327K -$139K -2,262 -31%
SEI Investments
685
SEI Investments
Pennsylvania
$326K +$4.75K +77 +2%
MSFS
686
Main Street Financial Solutions
Pennsylvania
$324K +$740 +12 +0.2%
RIA
687
Realta Investment Advisors
Delaware
$323K -$39.8K -646 -12%
BI
688
Ballast Inc
Kentucky
$318K +$6.47K +105 +2%
Bank of Montreal
689
Bank of Montreal
Ontario, Canada
$314K +$57.2K +927 +24%
ANTB
690
AMG National Trust Bank
Colorado
$312K
SL
691
SWMG LLC
Texas
$308K -$4.93K -80 -2%
DCM
692
Donaldson Capital Management
Indiana
$307K +$52.7K +854 +22%
HWA
693
HHM Wealth Advisors
Tennessee
$307K -$95.3K -1,545 -25%
HWMC
694
Heritage Wealth Management (California)
California
$305K +$289K +4,689 New
JSL
695
JT Stratford LLC
Georgia
$303K +$3.64K +59 +1%
BFA
696
Bill Few Associates
Pennsylvania
$300K
VBFP
697
Valtinson Bruner Financial Planning
Minnesota
$294K
AP
698
Americana Partners
Texas
$293K -$242K -3,927 -47%
PP
699
Patten & Patten
Tennessee
$292K +$2.59K +42 +0.9%
PAG
700
Paladin Advisory Group
Iowa
$292K -$44.8K -727 -14%

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.