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
OSNBOA
776
Old Second National Bank of Aurora
Illinois
$172K +$12.8K +208 +9%
NCM
777
Northwest Capital Management
Oregon
$160K +$29.5K +478 +24%
AW
778
Avion Wealth
Texas
$160K -$5.55K -90 -4%
CPA
779
Clear Point Advisors
New York
$156K +$148K +2,402 New
RCM
780
Raleigh Capital Management
North Carolina
$150K
PA
781
Parallel Advisors
California
$141K -$5.06K -82 -4%
GI
782
Gradient Investments
Minnesota
$139K +$94.3K +1,529 +253%
SMA
783
Sage Mountain Advisors
Georgia
$131K
SWC
784
Spectrum Wealth Counsel
Indiana
$130K +$123K +2,000 New
CT
785
Colonial Trust
South Carolina
$130K
CT
786
Cambridge Trust
Massachusetts
$127K
PWM
787
Partnership Wealth Management
Maryland
$125K +$115K +1,862 New
CG
788
Cutler Group
California
$123K -$329K -5,334 -74%
MWM
789
MGB Wealth Management
Texas
$121K +$114K +1,855 New
MFA
790
Morling Financial Advisors
California
$116K
BLC
791
Brown, Lisle/Cummings
Rhode Island
$116K
Kayne Anderson Rudnick Investment Management
792
Kayne Anderson Rudnick Investment Management
California
$111K
CMP
793
Coston McIsaac & Partners
Maine
$105K -$21.6K -351 -18%
MWM
794
Mascoma Wealth Management
New Hampshire
$104K
PWMG
795
Prestige Wealth Management Group
New Jersey
$102K
MAM
796
Marquette Asset Management
Minnesota
$98.9K -$7.4K -120 -7%
GTAM
797
Global Trust Asset Management
Florida
$97.7K -$3.08K -50 -3%
FA
798
Faithward Advisors
Pennsylvania
$96.6K -$25.4K -412 -23%
RIM
799
Rockbridge Investment Management
New York
$95.9K +$90.9K +1,474 New
SIS
800
Sound Income Strategies
Florida
$95.4K +$55.5K +900 +159%

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.