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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
DAS
751
Dynamic Advisor Solutions
Arizona
$226K +$221K +3,583 New
OW
752
Olistico Wealth
Oklahoma
$224K
RWA
753
Redhawk Wealth Advisors
Minnesota
$221K +$210K +3,400 New
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$221K +$50.6K +821 +32%
VL
755
Vima LLC
Michigan
$220K +$208K +3,376 New
OP
756
ORG Partners
Indiana
$217K +$36.8K +596 +22%
TWC
757
TD Waterhouse Canada
Ontario, Canada
$215K +$210K +3,400 New
FNC
758
First National Corp
Massachusetts
$214K -$23K -373 -10%
BFG
759
Bleakley Financial Group
New Jersey
$214K +$203K +3,294 New
FWP
760
FAS Wealth Partners
Kansas
$214K +$87.4K +1,417 +76%
LAS
761
Lloyd Advisory Services
Georgia
$213K +$202K +3,276 New
EWM
762
Empirical Wealth Management
Washington
$213K +$202K +3,272 New
RWM
763
RBA Wealth Management
California
$212K +$201K +3,255 New
TNA
764
True North Advisors
Texas
$211K +$200K +3,245 New
AG
765
AlTi Global
New York
$209K +$198K +3,214 New
MAA
766
Matrix Asset Advisors
New York
$209K +$198K +3,212 New
LFAS
767
Level Four Advisory Services
Texas
$203K +$192K +3,121 New
ISWM
768
Independent Solutions Wealth Management
New York
$203K -$19.7K -320 -9%
CWM
769
Concentric Wealth Management
California
$202K +$192K +3,112 New
SWM
770
Solano Wealth Management
California
$200K +$190K +3,080 New
GWANC
771
Guardian Wealth Advisors (North Carolina)
North Carolina
$199K +$33.2K +539 +21%
FCA
772
FinTrust Capital Advisors
South Carolina
$188K -$95.2K -1,543 -35%
OLVIG
773
Oliver Lagore Vanvalin Investment Group
Michigan
$187K -$107K -1,731 -38%
UOTTAIMCU
774
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$186K
AA
775
AlphaMark Advisors
Kentucky
$184K +$7.71K +125 +5%

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.