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
RDIA
826
RE Dickinson Investment Advisors
Iowa
$45K +$2.4K +39 +6%
CHC
827
City Holding Co
West Virginia
$44.2K -$308 -5 -0.7%
BWL
828
Bogart Wealth LLC
Virginia
$42.2K -$6.35K -103 -14%
LWA
829
Lowe Wealth Advisors
Maryland
$40.7K +$2.1K +34 +6%
HCM
830
Hollencrest Capital Management
California
$38.3K +$1.05K +17 +3%
FBC
831
Fairfield, Bush & Co
Connecticut
$36.8K +$34.9K +566 New
EC
832
EdgeRock Capital
Colorado
$33.9K +$30.1K +488 New
RG
833
Retirement Group
California
$32.5K
HT
834
Headlands Technologies
Illinois
$31.7K +$30K +487 New
CA
835
Clearstead Advisors
Ohio
$31.5K -$29.8K -484 -50%
PA
836
Pineridge Advisors
Missouri
$30.7K +$29.1K +472 New
ITIM
837
Indiana Trust & Investment Management
Indiana
$30.4K
FMII
838
Farmers & Merchants Investments Inc
Nebraska
$29.2K +$6.04K +98 +28%
PGAM
839
Princeton Global Asset Management
New Jersey
$28K
NSG
840
Nalls Sherbakoff Group
Tennessee
$26K
FAM
841
Family Asset Management
South Carolina
$24.1K +$22.8K +370 New
Bessemer Group
842
Bessemer Group
New Jersey
$24K
HWP
843
Highline Wealth Partners
California
$23.3K +$22.1K +358 New
IPW
844
Impact Partnership Wealth
Georgia
$22.6K -$12.1K -196 -36%
HIA
845
Harbor Investment Advisory
Maryland
$22.6K
NRC
846
New Republic Capital
North Carolina
$22.5K
WWM
847
Wolff Wiese Magana
California
$22.4K
HPC
848
HM Payson & Co
Maine
$21.9K
IF
849
Integrity Financial
Wyoming
$21.6K +$62 +1 +0.3%
AAG
850
Armstrong Advisory Group
Massachusetts
$21.5K -$35.1K -570 -63%

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.