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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
CSWM
801
Cassady Schiller Wealth Management
Ohio
$95.2K -$61.7K -1,000 -41%
FFC
802
First Financial Corp
Indiana
$94.8K -$192K -3,107 -68%
TWM
803
Tradition Wealth Management
Minnesota
$93K -$38.9K -630 -31%
VWWMG
804
Vermillion & White Wealth Management Group
Pennsylvania
$87.1K +$82.6K +1,339 New
SC
805
Sawyer & Company
Massachusetts
$87K
LF
806
Lee Financial
Texas
$86.9K
FG
807
Fairman Group
Pennsylvania
$81.3K +$77.1K +1,250 New
CAL
808
Capital Advisors Ltd
Ohio
$77K
JFGIW
809
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.5K -$62K -1,006 -48%
CTC
810
Central Trust Company
Missouri
$71.1K
CHA
811
Carmichael Hill & Associates
Maryland
$70.8K
CIR
812
Clear Investment Research
Georgia
$66.4K +$62.9K +1,020 New
CSC
813
Caldwell Sutter Capital
California
$65.1K
Barclays
814
Barclays
United Kingdom
$65.1K +$61.7K +1,000 New
WAS
815
Winch Advisory Services
Wisconsin
$63K +$185 +3 +0.3%
CTA
816
Colonial Trust Advisors
South Carolina
$63K
First Manhattan
817
First Manhattan
New York
$58.9K +$55.8K +905 New
WT
818
Whittier Trust
California
$58.8K +$2.16K +35 +4%
AWM
819
Abound Wealth Management
Tennessee
$58.1K +$44.8K +727 +438%
PCA
820
Providence Capital Advisors
North Carolina
$57.4K
TC
821
Truvestments Capital
Florida
$55.8K
GWM
822
Grand Wealth Management
Michigan
$55.1K
DSC
823
Duncker Streett & Co
Missouri
$48.8K
SC
824
Stephens Consulting
Michigan
$46.8K
AA
825
Ancora Advisors
Ohio
$46K

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.