We are live on ! Find out more
SPYG icon

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
EWA
51
ERTS Wealth Advisors
Michigan
$66.3M +$1.81M +29,335 +3%
SCM
52
SCS Capital Management
Massachusetts
$65.1M +$18.6M +301,063 +43%
FHA
53
Flagship Harbor Advisors
Massachusetts
$64.9M +$4.74M +76,870 +8%
MCM
54
Mainstay Capital Management
Michigan
$62.2M +$11.9M +192,797 +25%
Prudential Financial
55
Prudential Financial
New Jersey
$57.4M +$10.2M +165,371 +23%
CFS
56
Cannon Financial Strategists
Georgia
$54M +$9.68K +157 +0%
CA
57
CoreCap Advisors
Michigan
$51.9M +$2.27M +36,787 +5%
FFS
58
Founders Financial Securities
Maryland
$51.1M +$531K +8,618 +1%
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.2M +$721K +11,684 +2%
Mariner
60
Mariner
Kansas
$50.1M -$110K -1,786 -0.2%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$48.8M +$539K +8,733 +1%
KA
62
Klingman & Associates
New York
$47.6M -$232K -3,762 -0.5%
KAS
63
Kestra Advisory Services
Texas
$46M +$5.4M +87,558 +14%
RWM
64
Reston Wealth Management
Virginia
$44.5M +$470K +7,624 +1%
FPIS
65
Financial Planning & Information Services
Wisconsin
$43.8M +$6.88M +111,604 +20%
PIA
66
Perennial Investment Advisors
California
$43M +$7.43M +120,415 +22%
BCM
67
Brookstone Capital Management
Illinois
$42.8M +$9.31M +150,960 +30%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$42.8M -$11.5M -187,218 -22%
TC
69
Trilogy Capital
California
$41.7M +$1.86M +30,100 +5%
NA
70
Nottingham Advisors
New York
$41.6M +$631K +10,236 +1%
RJA
71
Raymond James & Associates
Florida
$41M -$216K -3,501 -0.6%
MML Investors Services
72
MML Investors Services
Massachusetts
$40.2M -$4.03M -65,331 -10%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$40.2M +$7.08M +114,780 +23%
GAG
74
Goodman Advisory Group
Massachusetts
$39.8M +$2.83M +45,881 +8%
LFPWM
75
Leicht Financial Planning & Wealth Management
New Jersey
$39.7M +$7.17M +116,342 +24%

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.