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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
PAS
726
Park Avenue Securities
New York
$260K -$1.46M -23,721 -86%
SPC
727
Sigma Planning Corp
Michigan
$258K -$536K -8,684 -69%
ACA
728
Aptus Capital Advisors
Alabama
$257K -$70.2K -1,139 -22%
DSA
729
Droms Strauss Advisors
Missouri
$257K
FI
730
FWG Investments
Kentucky
$256K +$243K +3,941 New
RJT
731
Raymond James Trust
Florida
$256K +$5.61K +91 +2%
MAS
732
Madden Advisory Services
Florida
$255K -$3.02K -49 -1%
B
733
Bailard
California
$255K +$14.4K +233 +6%
C1AG
734
Client 1st Advisory Group
Florida
$255K
AWM
735
Able Wealth Management
New Jersey
$253K +$240K +3,890 New
MW
736
Maia Wealth
Colorado
$253K +$240K +3,886 New
Empower Advisory Group
737
Empower Advisory Group
Colorado
$252K +$3.39K +55 +1%
GM
738
GeoWealth Management
Illinois
$252K +$237K +3,847 +9,864%
Fisher Asset Management
739
Fisher Asset Management
Washington
$250K -$44.3K -718 -16%
FFA
740
Founders Financial Alliance
North Carolina
$249K +$6.97K +113 +3%
PA
741
Procyon Advisors
Connecticut
$246K -$740 -12 -0.3%
FPW
742
Flagship Private Wealth
Massachusetts
$246K +$3.39K +55 +1%
DL
743
DOHJ LLC
Washington
$245K +$740 +12 +0.3%
KTA
744
Keeley-Teton Advisors
Illinois
$244K
FMWA
745
Forvis Mazars Wealth Advisors
Missouri
$243K -$13.9K -225 -6%
D
746
Diversified
Delaware
$243K +$19.7K +319 +9%
SFG
747
Snider Financial Group
Washington
$240K -$370 -6 -0.2%
KLI
748
Kelman-Lazarov Inc
Tennessee
$238K
GFPC
749
Global Financial Private Client
Florida
$235K +$33.6K +545 +18%
AFG
750
AFS Financial Group
Maryland
$230K -$123K -2,000 -36%

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.