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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
RIL
851
Rothschild Investment LLC
Illinois
$21.1K +$20K +325 New
VNA
852
Valley National Advisers
Pennsylvania
$21K
CFO
853
CVA Family Office
Colorado
$18.6K +$17.6K +286 New
MA
854
MCF Advisors
Kentucky
$18.4K
ODG
855
O'Dell Group
Ohio
$18K +$17.1K +277 New
CAM
856
Costello Asset Management
Pennsylvania
$17.4K
National Bank of Canada
857
National Bank of Canada
Quebec, Canada
$17.3K
VAMG
858
Voisard Asset Management Group
Michigan
$17.2K +$16.3K +265 New
AFWM
859
Abich Financial Wealth Management
Virginia
$16.5K +$15.6K +253 New
Deutsche Bank
860
Deutsche Bank
Germany
$16.3K +$14.3K +232 +1,289%
NL
861
NVWM LLC
Pennsylvania
$16.3K +$15.4K +250 New
NB
862
NBT Bank
New York
$14.8K +$14K +227 New
PPFA
863
Provida Pension Fund Administrator
Chile
$14.6K
AAP
864
Arax Advisory Partners
Colorado
$14.5K +$11.7K +190 +576%
JWM
865
Janiczek Wealth Management
Colorado
$14.4K
WIM
866
Westside Investment Management
California
$14.3K
TCOV
867
Trust Company of Vermont
Vermont
$14K
TRCT
868
Tower Research Capital (TRC)
New York
$13.8K -$81.1K -1,315 -86%
B
869
Birchbrook
Maine
$13.8K +$13.1K +212 New
EW
870
Element Wealth
Mississippi
$13K
PB
871
Pinnacle Bancorp
Nebraska
$13K
BWM
872
Baystate Wealth Management
Massachusetts
$12.6K +$8.14K +132 +213%
TFG
873
Team Financial Group
California
$12.5K +$62 +1 +0.5%
OC
874
Oakworth Capital
Alabama
$12.4K +$11.7K +190 New
NFA
875
Northwest Financial Advisors
Virginia
$11.7K +$11K +179 New

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.