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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
CWMGP
701
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$290K -$24.3K -394 -8%
EGA
702
Eagle Global Advisors
Texas
$289K -$1.23K -20 -0.4%
FG
703
Fiduciary Group
Georgia
$288K -$5.86K -95 -2%
SFS
704
Stiles Financial Services
Minnesota
$287K +$17.6K +286 +7%
MA
705
MKT Advisors
California
$282K
AFM
706
Abbot Financial Management
Massachusetts
$281K -$1.54K -25 -0.6%
ECA
707
Elevated Capital Advisors
Utah
$280K -$432 -7 -0.2%
BOSSRA
708
B.O.S.S. Retirement Advisors
Utah
$279K -$12.3K -199 -4%
CIBC World Market
709
CIBC World Market
Ontario, Canada
$278K +$263K +4,268 New
SW
710
SteelPeak Wealth
California
$277K
CIA
711
Cape Investment Advisory
Georgia
$274K -$202K -3,280 -44%
G
712
Gainplan
Michigan
$274K +$260K +4,212 New
FC
713
Financial Consulate
Maryland
$273K -$1.67K -27 -0.6%
EA
714
Eclectic Associates
California
$270K -$6.97K -113 -3%
BL
715
Balentine LLC
Georgia
$270K +$2.47K +40 +1%
AR
716
Apeiron RIA
Texas
$269K +$308 +5 +0.1%
RS
717
Retirement Solution
Washington
$268K +$802 +13 +0.3%
VWM
718
Vigilare Wealth Management
Arizona
$268K +$802 +13 +0.3%
FFM
719
Forum Financial Management
Illinois
$267K -$117K -1,902 -32%
JWCA
720
J.W. Coons Advisors
Ohio
$265K +$251K +4,076 New
SCG
721
Sonata Capital Group
Washington
$264K
MRCM
722
M&R Capital Management
New Jersey
$263K
VLC
723
Van Leeuwen & Company
New Jersey
$262K -$26.8K -435 -10%
NFSG
724
Newbridge Financial Services Group
Florida
$261K -$53.5K -868 -18%
GT
725
Greenleaf Trust
Michigan
$261K +$247K +4,009 New

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.